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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


Year in Review: 2024
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.
Dec 11, 20244 min read


Energy Transition Watch: The Rise of AI Weather Models in Real Estate Strategy
AI-driven weather models revolutionize forecasting, offering CRE investors vital tools to manage climate risks and boost resilience
Aug 14, 20243 min read


Energy Transition Watch: Can Small Modular Reactors Power Europe’s Green Future?
Small Modular Reactors (SMRs) could be the key to Europe's green transition, offering reliable, low-carbon energy alongside renewables.
Jul 10, 20245 min read


Energy Transition Watch: Breakthroughs in Solar PV Efficiency and Cost in 2024
Solar PV is transforming energy markets - delivering innovation, lower costs, and sustainable returns for forward-thinking investors.
Jun 12, 20244 min read

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