The Ledger

New ECB data shows climate risk is no longer a theoretical threat in commercial real estate. It’s being priced into asset values, liquidity, and investor behavior. From physical risk discounts to the premium on future-ready assets, the shift is reshaping capital flows across the eurozone.

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.

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

In this 2024 Year in Review, we examine how regulation, capital markets, and occupiers converged to make decarbonization a defining theme in commercial real estate. From EU directives to SEC rules, the year reset expectations across the sector, and set the stage for 2025.

Small Modular Reactors (SMRs) could be the key to Europe's green transition, offering reliable, low-carbon energy alongside renewables.

EU ETS 2 expands carbon pricing to buildings and transport, reshaping commercial real estate with rising costs and compliance risks.

Solar PV is transforming energy markets - delivering innovation, lower costs, and sustainable returns for forward-thinking investors.