Portfolio & fund level reporting

Real Estate Reporter

The ESG Playbook Real Estate Reporter offers a comprehensive set of tools for efficient ESG data collection, risk analysis, and reporting.

The module facilitates analysis, rating, scoring, and benchmarking while ensuring alignment with key ESG regulatory frameworks like SFDR and the EU taxonomy.

Perform a transition plan on each asset by understanding hot spots in your real estate portfolio by tracking energy sources on each building.

The Reporter offers the ability to aggregate the carbon footprint by building type and model transition strategies regarding carbon reduction versus cost savings.

Additionally, the Real Estate Reporter provides valuable insights into stewardship, engagement and compliance, enabling effective integration of ESG considerations throughout the real estate portfolio.


  • Carbon footprint for building types with heat map to identify poor performers

  • Benchmarking on each building’s carbon performance

  • Step-by-step Transition Plans to decarbonize buildings

  • Document manager to track certificates

  • PDF reader to upload documents

  • Customizable dashboard to roll up key KPIs

  • Marginal abatement curve to understand decarbonization of buildings

  • CRREM database for due diligence on stranded assets

  • Third party vendor partnership to bring in data for physical and transitional risks

  • API integration for meter data

Real Estate Reporter Dashboard

Real Estate Reporter Dashboard

Real Estate Reporting Tools

  • Double Materiality

  • CSRD

  • EU Taxonomy for Real Estate

  • SDFR for real estate with articles 6, 8 and 9

  • UN PRI

  • PCAF

  • Net Zero

  • CSDDD (Modern Slavery)

  • EU Deforestation Risk Analysis

  • Geographic Risk Analysis

Strategic Transition Plan Analysis

  • Identify buildings with poor scores

  • Determine buildings that are stranded

  • Run scenarios to understand investments needed

  • Create transition plan

  • Optimal Retrofit

  • Risk Stress Test

  • Optimal Investment