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ESG Rating for Real Estate Portfolios

Author

Listed:
  • Martin Schnauss
  • Laura Archer-Svoboda

Abstract

The imperative for energy efficiency in real estate investments has been amplified by growing environmental awareness and economic factors. The escalation of energy costs has led to a critical re-evaluation of energy efficiency and the need for property upgrades, particularly in Switzerland. Here, a significant portion of residential real estate is managed by real estate funds, pension funds, and other financial institutions, which are under increasing pressure from investors and regulators to improve the environmental sustainability of their portfolios. In addition, newly enacted regulations imposing rent caps on properties that have not undergone energy-efficient renovations pose a risk to future rental income streams. This context underscores the critical need for improved methods of measurement and accountability. Our presentation addresses the formulation of modern, transparent and data-centric strategies for valuing Swiss real estate assets, with a focus on energy efficiency, combating obsolescence and projecting future market values. Our research highlights ways to assess and manage changing environmental and regulatory requirements.

Suggested Citation

  • Martin Schnauss & Laura Archer-Svoboda, 2024. "ESG Rating for Real Estate Portfolios," ERES eres2024-201, European Real Estate Society (ERES).
    • Handle: RePEc:arz:wpaper:eres2024-201
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    File URL: https://eres.architexturez.net/doc/oai-eres-id-eres2024-201
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    More about this item

    Keywords

    Energy Efficiency; Rating; sustainability;
    All these keywords.

    JEL classification:

    • R3 - Urban, Rural, Regional, Real Estate, and Transportation Economics - - Real Estate Markets, Spatial Production Analysis, and Firm Location

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