Performance & risk

Climate risk

Climate change is reshaping the risk profile of real estate. Heat, flooding and extreme weather threaten assets physically, while decarbonisation policy, efficiency regulation and shifting tenant demand create transition risk. We help you understand, quantify and mitigate both — aligned with CRREM, CSRD, EU Taxonomy and TCFD.

Risk atlas

Two layers over the same portfolio.

Physical and transition risk behave differently: one is about where the asset stands, the other about what the market and the regulator do next. We assess both, on the same map.

Physical layer — where the asset stands

Exposure analysed at asset and portfolio level, using location-based hazard data.

Exposure analysed at asset and portfolio level, using location-based hazard data.

Flooding

Heat stress

Storms

Other climate hazards

Transition layer — what happens around it

Regulatory, technological and market-driven risk, including CRREM- and DGBC-aligned pathways to identify misaligned assets.

Regulatory, technological and market-driven risk, including CRREM- and DGBC-aligned pathways to identify misaligned assets.

Policy & regulation

Technology

Market shifts

Pathway misalignment

Method

How we assess it.

Asset and portfolio exposure

Hazard exposure quantified per asset, then rolled up so the portfolio picture is more than an average.

Location- and market-based scenarios

Scenarios that reflect both where the asset sits and the market it trades in.

1.5°C and 2°C scenarios

Long-term resilience stress-tested against future pathways rather than today’s conditions.

Integration into ESG strategy

Findings embedded into ESG roadmaps, Net Zero strategy and reporting rather than filed separately.

Reporting and communication

Outputs that are transparent, investor-ready and fit for annual reports and stakeholder disclosure.

Exposure to response

From map to action.

01

Identify

Which assets are exposed, to what, and how certain we are.

02

Quantify and stress-test

Scenario modelling to size the exposure in terms you can act on.

03

Prioritise

The assets where intervention changes the outcome most.

04

Integrate

Into capex planning, ESG strategy and Net Zero pathways.

05

Communicate

TCFD-aligned reporting for investors, lenders and the annual report.

Why it matters

What a proactive approach protects.

01

Asset value

Risks identified and addressed early rather than repriced by the market.

02

Stranding and penalties

Reduced exposure to stranded assets and regulatory penalties.

03

Investor confidence

TCFD-aligned reporting that stands up to questions.

04

Long-term resilience

Portfolio performance that survives the scenarios, not just today.