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The Ledger

Thought Leadership in Investment Strategy & Capital Markets

Operational Strategy: The Retrofit Moment — Repricing, Regulation, and the Real Cost of Delay

Operational Strategy: The Retrofit Moment — Repricing, Regulation, and the Real Cost of Delay

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 26, 20254 min read

Research Review: Cambridge Quantifies the Green Premium on Office Rents

Research Review: Cambridge Quantifies the Green Premium on Office Rents

Research Review: Cambridge Quantifies the Green Premium on Office Rents

The Green Premium is real—MEES & EU EPC rules are reshaping UK & EU office rents, with inefficient assets seeing early discounts.

Feb 27, 20253 min read

Primer: The Green Impact Multiple (GIM) ©

Primer: The Green Impact Multiple (GIM) ©

Primer: The Green Impact Multiple (GIM) ©

Rethinking green retrofits: How the Green Impact Multiple (GIM) aligns sustainability with short-term investment strategies and ROI.

Feb 6, 20254 min read

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