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The Ledger
Thought Leadership in Investment Strategy & Capital Markets
Strategic Insight: Rethinking Underwriting — How Machine Learning is Reshaping CRE Modelling
Retrofitting is no longer a technical upgrade, it's a central investment decision. As regulatory pressure and ESG mandates reshape the market, traditional underwriting struggles to keep pace. This article explores how probabilistic modelling and machine learning offer investors a strategic edge, helping them navigate lease constraints, capital timing, and retrofit complexity with greater confidence.
May 275 min read
Operational Strategy: The Quiet Legal Innovation Powering Europe’s Green Office Revolution
Green leases are emerging as powerful legal tools in Europe's push to decarbonize its office buildings. From retrofit cost-sharing to enforceable ESG clauses, these contracts are reshaping asset value and regulatory risk. Discover how a quiet legal evolution is driving a green office revolution, clause by clause.
Apr 233 min read
Operational Strategy: The Retrofit Moment — Repricing, Regulation, and the Real Cost of Delay
Retrofitting is no longer just about compliance. As regulation tightens and tenant demand shifts, Europe's commercial real estate market is undergoing a decisive repricing. The opportunity now lies in identifying transition-ready assets before the market catches up.
Mar 264 min read
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