Support for investors, asset management companies, banks and corporates in ESG compliance, SFDR, CSRD and EU Taxonomy application throughout the entire real estate lifecycle.
ESG services address the growing need to integrate environmental, social and governance requirements into the management and enhancement of real estate assets, in line with the European regulatory framework. The activities apply across acquisition, development, management and disposal phases and are designed for institutional investors, asset managers, banks and corporates. The approach is based on the structured application of SFDR, EU Taxonomy and CSRD, technical assessment methodologies, and data collection and control systems. These services contribute to asset governance by integrating ESG assessments, energy performance and verifiable indicators to support strategic decision-making.
Our approach is based on an integrated method combining regulatory analysis, technical checks and ESG assessments applied throughout the entire asset lifecycle. The processes adopt European and international standards, including SFDR, EU Taxonomy, CSRD and sustainability protocols. Activities include structured controls, data collection and validation, the use of checklists and ESG indicators, and integration with dedicated digital tools. This approach enables coordinated real estate portfolio management, supporting governance, information transparency and the improvement of sustainability and energy efficiency performance.
Taxonomy alignment Due Diligence is a technical assessment that evaluates an asset, or the works carried out on it, from an environmental, social and governance perspective. It analyses energy consumption, emissions, water, waste, social and governance aspects, providing an indication of compliance during acquisition or refurbishment phases.
The services support the identification of obligations at entity and product level, the definition of sustainability policies and the collection of required data. The activity enables the preparation of disclosures consistent with Articles 6, 8 and 9 of the SFDR, reducing the risk of non-compliance.
The EU Taxonomy provides the criteria for qualifying an investment as sustainable. The services verify substantial contribution to environmental objectives, compliance with the DNSH principle and minimum social safeguards, supporting investors and managers in reporting activities.
The services apply from the acquisition phase, through due diligence, to development and refurbishment, as well as operational management and disposal. At each stage, ESG risks, opportunities and performance are assessed to support informed decision-making.
ESG integration in portfolio management makes it possible to monitor climate, energy and regulatory risks, improve transparency towards investors and align investment strategies with regulatory and sustainability requirements.
The services include energy analyses, decarbonization strategies and emissions monitoring. These activities support the reduction of environmental impacts, the improvement of energy efficiency and alignment with European climate objectives.
