top of page

Sustainability

ESG costs covered by the manager will decrease 19% over next 2 years

Dec 11, 2023: ESG cost allocations borne by the investment manager or management corporation will decrease on average 19% over the next two years, according to a NAREIM ESG cost allocations member survey. Download your copy of the survey - also split into allocator and vertically-integrated firms.

SFDR and Best Practices for U.S. Funds

May 25, 2023: View the poll results, attendee list and additional SFDR resources from the NAREIM Sustainability virtual meeting.

Most outsourced ESG roles – and most retained in-house

March 9, 2023: Among the most outsourced ESG roles are data collection and management as well as reporting to benchmarks such as GRESB and PRI. In comparison, managers retained ESG strategy in-house along with client reporting and answering investor DDQs. Download the full list.

2023 SFDR & ESG disclosure methodologies: Managers, take your pick

There are a lot of ESG rules in the US and Europe. The NAREIM Sustainability virtual meeting highlighted manager experiences and managers thoughts on the pros and cons of what's available. Key takeaways from the NAREIM Sustainability virtual meeting.

NAREIM Sustainability Meeting 2022 Presentations

April 27, 2022: Download the Sustainability meeting presentations covering embodied carbon, climate risk, resiliency, measuring the impact of the "S" in ESG and getting to net zero.

Assessing climate-related risk and resiliency

What exactly do you need to do when dealing with extreme wind, sea-level rise, wildfires? How do you start to assess climate-related risk - and build resiliency to it? Partner Engineering talk through the key tactics.

Climate risk and ESG benchmarking. Slides from the NAREIM Sustainability meeting

During the NAREIM Sustainability Meeting, members discussed climate risk and ESG benchmarking. Download the presentations.

57% of managers have Article 6 funds - most will upgrade within next year to Article 8

57% of managers said their US core real estate funds were being classed as Article 6 funds under the EU's SFDR rules, compared to 13% for Article 8. But most said they planned to upgrade their disclosures within a year. "You have to pick a lane," one member said during the NAREIM Sustainability virtual meeting this week.

“Tidal wave” of Net Zero cap-ex is coming, but lack of transactions makes upgrades a hard sell

Committing to expensive Net Zero upgrades is challenging without market comps and deals, yet the industry is expecting a "tidal wave" of Net Zero cap-ex to hit the market - and asset pricing - in the short-term as more buildings become stranded.

NAREIM Sustainability Meeting 2023 Presentations, Polls, Attendee List

March 8, 2023: View the presentations, poll results and attendee list from the NAREIM Sustainability meeting.

ESG annual reports: The tips and realities in creating an authentic ESG message

May 18, 2022: Talking about your ESG weaknesses - as well as successes - in annual reports helps deliver an authentic marketing campaign, the NAREIM Marketing & Communications meeting heard.

Reporting to GRESB as an Article 6 SFDR fund doesn't trigger penalties - but setting GRESB targets may open 'can of worms'

Dec 21, 2021: Reporting to GRESB doesn't trigger fines for vehicles registered as Article 6 under Europe’s new sustainability disclosure rules – but watch out for GRESB T1:1 as setting targets and objectives may open up a “can of worms”.

The impact fund opportunity GPs aren't seeing

GPs have long prioritized ESG but few are signatories of the IFC's impact principles. They're sitting on the sidelines of an impactful investment opportunity for the planet and bottom line. BGO explains

CRE’s 2021 ESG opportunity includes quick wins: BMS and sensor-managed HVACs, LED light scheduling

Managers who want to pass investors’ ESG sniff test should focus on implementing strategies and showing data-backed proof. With Carbon Lighthouse.

57% of managers have Article 6 funds - most will upgrade within next year to Article 8

May 25, 2023: 57% of managers said their US core real estate funds were being classed as Article 6 funds under the EU's SFDR rules, compared to 13% for Article 8. But most said they planned to upgrade their disclosures within a year. "You have to pick a lane," one member said during the NAREIM Sustainability virtual meeting this week.

“Tidal wave” of Net Zero cap-ex is coming, but lack of transactions makes upgrades a hard sell

March 9, 2023: Committing to expensive Net Zero upgrades is challenging without market comps and deals, yet the industry is expecting a "tidal wave" of Net Zero cap-ex to hit the market - and asset pricing - in the short-term as more buildings become stranded.

Challenges & Approaches Around SFDR

Nov. 17, 2022: An update on SFDR and discussion of the key milestones for level 2 reporting in 2023. Sustainability virtual meeting presentation

ESG consultant directory launched, 50+ providers listed

April 27, 2022: NAREIM has produced a directory of ESG consultants comprising more than 50 generalist and specialist ESG advisors and providers, thanks to the NAREIM Sustainability members.

The 2022 EU transparency requirement pushing investment managers to rethink ESG disclosures and investor relations

Dec 20, 2021: NAREIM member investment managers exchanged best practices and offered potential solutions to the challenges posed by the EU sustainability disclosure requirement taking effect in January 2022.

35% of managers undertake climate risk analysis on a majority of their assets; one in four Sustainability leads report direct to the CEO

During the NAREIM Sustainability Meeting, 35% of managers revealed that all or more than 75% of their portfolios were covered by climate risk data and analysis; while 40% of sustainability leads report directly to the CEO. Read the takeaways here.

bottom of page