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Sustainable Real Estate

Learn how to create value through the integration of sustainability into real estate development and investment

Beautiful cityscape at dawn filled with a variety of colors a mix of tall buildings and skyscrapers

A two-day course

pdf Download:   Course Outline

Part One: Policies, driver and measurement

Environmental concerns and real estate

  • The rise of Net Zero: history and policies for real estate
  • Case Study: The inclusion of real estate in the international COP process
  • The contribution of real estate to sustainability issues
  • Comparing ESG legislation for real estate in the UK, Europe and worldwide

Analysing the social impact of real estate

  • Local procurement
  • Labour standards and working conditions
  • The creation and maintenance of communities
  • Tenancy mix
  • Diversity and inclusion
  • Case Study: The integration of social and affordable housing into real estate development: best practices and worldwide examples

Governance for developers

  • Best practices for governance: real estate developers and investors
  • Board and executive structures
  • Workforce issues
  • Transparency and reporting
  • Worldwide evidence on developer governance
  • Case Studies: Governance problems at real estate organisations

Conforming to ESG standards

  • UN SDGs
  • The UN PRI
  • UN Global Compact
  • ESRS

EU reporting background

  • The EU Green Deal
  • Corporate Sustainability Reporting Directive
  • EU Taxonomy for Sustainable Activities
  • Corporate Sustainability Due Diligence Directive
  • Sustainable Finance Disclosure Regulations

UK reporting background

  • Companies, Partnerships, and Groups (Accounts and Non-Financial Reporting) Regulations
  • Streamlined Energy
  • Carbon Reporting and the Sustainability Disclosure Requirements

Specific real estate applications

  • Real estate reporting requirements for smaller and publicly-owned entities
  • Case studies of real estate developer and investor reporting
  • Legal cases concerning sustainability/ESG reporting from UK, EU and other company law

 

Part Two: Sustainability reporting focus for real estate

Property green standards for construction and investment: evolution and benchmarking, including examples of each across multiple jurisdictions:

  • LEED
  • BREEAM
  • REEB
  • CASBEE
  • SKA
  • NABERS
  • EDGE
  • WELL
  • Fitwel
  • Green Star
  • Energy Star
  • ISO 14001

Portfolio sustainability reporting

  • GRESB as a real estate portfolio reporting practice
  • SBTi reporting
  • Combining reporting frameworks

Reporting according to GRI requirements

  • Analysis of the GRI requirements for sustainability reporting
  • How to report using the GRI standards
  • Examples of GRI real estate reporting

Reporting according to ISSB Standards

  • Content and application of ISSB Standards to developer and investor reporting
  • Implementation of the ISSB Standards by national jurisdictions (including the UK and EU)
  • Planned future extensions of the ISSB Standards

Comparing Sustainability, ESG and Integrated Reports

  • Changing practices in ESG/Sustainability reporting
  • Omissions and uncertainties in practice
  • Greenwashing concerns in ESG/Sustainability reporting
  • Case Studies: Current best practice in developer and investor sustainability reporting

Measuring sustainability for developers and construction companies

  • The role of data collection for ESG/sustainability reporting
  • Energy use and control
  • HVAC analytics
  • Water and waste management
  • Biodiversity
  • Tracking material use: analysing embedded carbon and other issues for the real estate supply chain
  • Governance – tax, corruption, and data privacy
  • Lifecycle costing
  • Sectoral differences (residential, industrial, retail, office and others)
  • Reviewing global evidence for the range of potential and actual sustainability variables for developers and investors

Implementation of sustainability reporting

  • Utilisation of tools (e.g., CREEAM Risk Assessment)
  • Integrating ESG into BIM and GIS software
  • Predictive maintenance and the wider ESG perspective on Facilities Management
  • Management of ESG/sustainability implementation (including software choice and management)
  • Key challenges and obstacles from a decade of ESG real estate implementation
  • Overcoming greenwashing in ESG/sustainability implementation
  • ESG qualifications for real estate
  • Interaction with development and investment teams

Financing and sustainability

  • The design and scope of green bonds
  • Bank green lending practices for real estate
  • Private equity perspectives on sustainability in real estate
  • The range of green financing for development in the UK and Europe
  • Case studies on UK and European green financing for real estate
  • Structuring green leases

Impact measurement

  • Financing costs and ESG performance scorecards for real estate developers and investors
  • The impact of real estate ESG ratings
  • Comparing MSCI, DJSI, SPI, ECORE and other sustainability indices for the real estate sector
  • Developer sustainability policies and valuation
  • Case studies on brown discounts and green premia
  • Sustainability, HR and retention rates
  • Construction and development companies, sustainability and share prices
  • Sustainability, property valuations and investment performance
  • Translation of ESG scoring to portfolio performance and value
  • Evidence on the relative contribution of environmental, social and governance scorecards and ratings to financial performance

Course Conclusion

  • The future trajectory of sustainable real estate

Our trainer comes from an old real estate family in the UK. He graduated with a first-class degree in Philosophy, Politics and Economics from Oxford University and amongst other postgraduate degrees he holds a PhD on developer strategy from Curtin University. He also holds the CLC legal qualification.

He began his career with the UK public sector as an analyst, subsequently joining the mainstream Civil Service fast stream. He then returned to economic analysis and became a divisional forecasting head for what is now S&P’s Global Insight. He subsequently worked on a range of derivative contracts for the London Commodity Exchange, and then set up his own consultancy with a range of clients from the international property sector, including banks and chartered surveyors, advising on aspects of investment, infrastructure, governance and real estate financing, valuation and audit. He advises sovereign wealth funds on real estate investments and currently also serves as Chief Economist of a chartered surveyor.

He regularly presents seminars on a range of real estate topics to developers, investors, bankers, government agencies, and other organisations worldwide, and currently delivers around sixty days a year of training. He has also published a number of books, including on valuations, derivatives, governance and real estate modelling.

Upon completion of this course, participants will be able to:

  • Understand how the rise of global sustainability and ESG concerns relates to real estate development and investment
  • Know how real estate fits into global sustainability concerns and how the integration of real estate into the UN SDGs and international agreements has proceeded to date
  • Analyse the environmental and social impact and governance structures of real estate development and investment
  • Categorise and evaluate EU, UK and other sustainability reporting requirements
  • Relate these sustainability requirements for corporates to the strategic and operational aspects of real estate developer and investor organisations
  • Appreciate the similarities and differences between each of the main property-specific sustainability measurement frameworks
  • Create and maintain individual property and portfolio sustainability performance according to the main accounting and real estate sustainability frameworks
  • Explain the technical competencies and means to measure sustainability data for real estate developers and investors
  • Develop appropriate processes and practices within a real estate developer or investor to deliver sustainability reporting across all the main frameworks
  • Engage with real estate lenders and investors concerns and requirements for green lending, investment and other sustainability stakeholder relationships
  • Similarly engage with ESG rating agencies to enable efficient ratings
  • Present a detailed critique of the relationship between real estate sustainability and investor value

  • Our trainer has a an investment, government legal, and financial risk management background. He has also served as Vice-President of a CSR consultancy for many decades and is now actively engaged in research into real estate sustainability.
  • His experience in over 40 years of practical and analytical real estate work enables him to evaluate each aspect of real estate sustainability in the context of the evidence of actual development projects and investments worldwide.
  • His longstanding roles as a CSR practitioner, researcher into real estate, and within a chartered surveyor firm combine to provide him with a unique international insight into the interaction between sustainability and real estate investment and development.
  • He has delivered courses on real estate sustainability in a range of jurisdictions worldwide.

Through presenting to clients involved in real estate deals worldwide he is constantly exposed to the impact of real estate risks and their management on value creation in development and investment.

This course is designed for professionals engaged with real estate development and investment across various jurisdictions, particularly those in the UK, Europe, and other developed markets. It will be especially valuable for:

  • Real Estate developers:
    • C-suite executives wishing to enhance their appreciation of ESG and sustainability significance, management and reporting
    • Finance and legal department managers
    • Dealmakers and land bankers
  • Private Equity and other real estate investors:
    • C-suite executives involved in corporate strategy and international real estate investment
    • Investors and fund managers involved in deals with a significant real estate component
    • Limited Partners considering investment in real estate funds and companies
  • Lenders
    • Those responsible for real estate deal green due diligence
    • Lending managers at banks and other institutions overseeing property lending and investment portfolios
  • Advisors and Consultants:
    • Transaction services professionals working on single and multi-jurisdictional real estate deals
    • Valuers seeking to integrate ESG/sustainability criteria more fully into their real estate valuations
    • Lawyers and accountants seeking to expand their understanding of real estate development and investment.
  • ESG, sustainability and CSR practitioners:
    • All ESG, sustainability and CSR consultants and advisers working in UK and European jurisdictions
    • ESG, sustainability and CSR managers in real estate developers and investors
    • Public servants involved in property legislation and the regulation of developers and investors

The importance of real estate in environmental concerns has been highlighted by its inclusion for the first time in the COP process. Buildings emit close to half the world’s carbon and are responsible for much of global pollution. Real estate also contributes enormously to both social problems and their solution, whilst the governance of the significant players in real estate is a matter of abiding concern for regulators, lenders and investors alike.

A wide range of policies, practices and processes has emerged to encompass this tremendous challenge. This course addresses them all, from the high-level ambitions of the United Nations through to corporate and real estate reporting frameworks as well as the methods, techniques and measurements required for implementation of sustainability reporting for real estate at the individual property and portfolio level. The emphasis throughout is on practical guidance for professionals engaged in managing, analysing or regulating real estate, with an emphasis on developed jurisdictions in the UK and Continental Europe but with parallels elsewhere as required.

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