Portfolio Screening

Analysis and optimisation of the portfolio

Comprehensive portfolio screening takes into account energy, economic and social aspects. They provide potential clients with a clear overview of how you can evaluate and optimise property portfolios in terms of sustainability and ESG criteria.

1. Energy inventory
   
   • Recording energy consumption
     Analysing the current energy consumption of the properties in the portfolio, broken down by energy source (e.g. gas, electricity, district heating).
     
   • CO₂-Emissions
     Calculation of the CO₂ footprint of each property based on current consumption data.
     
     
2. Energy efficiency assessment
   
   • Assessment of energy classes
     Classification of properties according to energy efficiency classes and identification of buildings with high refurbishment potential.
     
   • Identification of weak points
     Analysis of areas where energy losses occur (e.g. outdated heating systems, inadequate insulation, inefficient lighting systems).
     
     
3. Decarbonisation strategy
   
   • Reduction paths for CO₂ emissions
     Development of scenarios and timetables for reducing CO₂ emissions in order to achieve ESG targets and legal requirements (e.g. 1.5 °C climate target).
     
   • Decarbonisation measures
     Recommendation of specific measures such as switching to renewable energies, installing heat pumps or improving building insulation.
     
     
4. Risk assessment (stranding risk)
   
   • Assessment of the stranding risk
     Einschätzung, ob Immobilien in Zukunft die ESG-Vorgaben nicht mehr erfüllen und dadurch an Wert verlieren könnten.
   • Adaptation to future regulations
     Examination of the extent to which the portfolio is prepared for upcoming regulatory requirements (e.g. EU Green Deal, CSRD).
     
     
5. Tenant/user satisfaction and social criteria
   
   • Assessment of tenant/user satisfaction
     Analysing the impact of energy-related measures on tenants/users’ quality of life/work.
     
   • Integration of social ESG goals
     Consideration of measures to improve the social environment of the property, such as affordable housing and accessibility.