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"76% of PBSA residents report being satisfied, compared to just 70% in the private rented sector. That may not sound seismic, until you realise satisfaction is the single biggest predictor of renewals and recommendations." - Knight Frank and UCAS We all know the acronym #ESG. It’s been thrown around in boardrooms and lending documents for years. But as we move deeper into 2025, the conversation has shifted. Investors aren’t asking whether buildings should be “green.” They’re asking: where’s the proof? And here’s the quiet truth: the proof doesn’t come from glossy sustainability brochures or a new coat of paint. It comes from data — the kind that tells you not just how your asset looks, but how it performs, and how people live inside it... check out our latest blog all about smart retrofit: https://lnkd.in/ePaV4TaM The future looks bright when our buildings listen, learn and optimise - the smart way. #PropTech #PBSA #RealEstate #esg #esgdata #sustainability #retrofit

As carbon prices rise, could your portfolio be carrying a hidden liability? For institutional investors, the financial impact of emissions is no longer on the periphery; it’s measurable and regulated. Apostle Funds Management utilised Emmi’s data to identify how carbon price risk can erode portfolio value and how targeted exposure to compliance carbon markets can mitigate it. By turning emissions data into decision-ready insights, Emmi enables investors to build portfolios that are resilient to policy shifts and market transitions, protecting performance while aligning with net-zero objectives. Discover how Apostle Funds Management applied Emmi’s data to model and mitigate carbon risk: 'Building a Climate-Resilient Portfolio Without Compromising Returns.' Read the full paper [https://lnkd.in/g8twGqHB]. #ClimateFinance #InstitutionalInvesting #CarbonMarkets #PortfolioResilience #FinancedEmissions #CarbonCredits #CarbonRisk

Future Proof Property: Certification, Performance & Green Finance. Green building certification is now a game-changer for real estate investors and asset managers. In this expert-led webinar, industry leaders Lisa Reynolds (GBCSA), Brian Unsted (Standard Bank Group) and Anelisa Keke unpack how to turn sustainability into ROI . Watch the webinar replay: https://loom.ly/QRaL28I

Proud to see our European funds perform strongly again in this year’s #GRESB results. This is a real reflection of the hard work and collaboration across our teams and with our partners. It’s great to see GRESB placing more emphasis on actual performance, reinforcing the value of transparency and measurable results. Real progress on decarbonisation comes from combining the right data with the right approach, and that’s exactly what we’ve done in our core European fund, TSEC. In 2024, this delivered our largest asset-level emissions reduction to date (15% at The Point, not driven by changes in occupancy). It’s a clear example of how responsible, data-driven management is simply part of how we work every day. #GRESB #ESG #Decarbonisation #DataDriven #RealEstate #TishmanSpeyer

Introducing the Actis growth markets infrastructure video series. This is a short-form guide to investing in growth markets, translating our approach into practical frameworks, insights and real examples. Episode one sets the scene for growth markets. Next, we will dive into risk frameworks, asset allocation choices and portfolio management in practice. Actis brings a 20-year playbook to this conversation, honed through cycles and across our sustainable infrastructure strategies: energy, long life infrastructure, real estate and digital infrastructure. #SustainableInfrastructure #InfrastructureInvesting #GrowthMarkets

Exciting news! 📰 Our upcoming newsletter will feature a curated selection of the best content on Buildings as energy generators and Financial instruments and initiatives in place at the local level and related topics, such as: - The expert vision of Peter Sweatman, Chief Executive at Climate Strategy & Partners - Four technical articles: 1. written by Massimo Fuccaro, Data Scientist - Financial, Risk and Bankability R2M Solution, about what makes a project bankable. 2. written by Elena Rastei, Hanane El Hayek, Alexandra Hedesiu and Steven Borncamp, titled 'SMARTER4EU: Reducing systemic financial risk through exemplary net-zero energy and green homes' 3. about DeliverEEM project, titled 'DeliverEEM: delivering the Energy Efficient Mortgages ecosystem'. 4. 'Scaling energy performance contracting: lessons from ENERGAP (Slovenia) and the PROSPECT+ project' written by Giulia Pizzini, Giulia Viero and Dr. Vlasta Krmelj - Two written interviews: the first one with the expert Gianluca Natalini, Business Consultant at CRIF; and the second with the expert Alexandra Hedesiu, Managing Partner at EnerSave Capital And several more interesting contents! Subscribe now for the latest insights and trends in energy-efficient, green building solutions. Don't miss out! 👉 https://lnkd.in/g_sZK-Pz #Sustainability #FinancialInstruments #Newsletter #energyefficiency #EPBD

We’re thrilled to announce that our Managing Partner, Alexandra Hedesiu, will be prominently featured in the upcoming edition of EU_BUILD UP newsletter dedicated to Buildings as Energy Generators and Innovative Financial Instruments at the Local Level. This special issue brings together some of the most influential voices and cutting-edge insights on sustainable finance and energy-efficient building solutions — and we’re proud to see Alexandra’s thought leadership and expertise showcased across multiple contributions. 🔹 Highlights include: The expert perspective of Peter Sweatman, Chief Executive at Climate Strategy & Partners, offering a forward-looking vision for the future of sustainable investment. Four high-impact technical articles, including: “What Makes a Project Bankable” — by Massimo Fuccaro, Data Scientist (Financial, Risk and Bankability), R2M Solution. “SMARTER4EU: Reducing Systemic Financial Risk through Exemplary Net-Zero Energy and Green Homes”— co-authored by Elena Rastei, Hanane El Hayek, Alexandra Hedesiu, and Steven Borncamp. “DeliverEEM: Delivering the Energy Efficient Mortgages Ecosystem” — highlighting innovative financing for green buildings. “Scaling Energy Performance Contracting: Lessons from ENERGAP (Slovenia) and the PROSPECT+ Project” — by Giulia Pizzini, Giulia Viero, and Dr. Vlasta Krmelj Two exclusive interviews, featuring: Gianluca Natalini, Business Consultant at CRIF, on the evolution of sustainable finance instruments; And a deep-dive with Alexandra Hedesiu, Managing Partner at EnerSave Capital, who shares her vision on innovative financial models, OSS, market scalability, and the future of sustainable investment in Europe. At EnerSave Capital, we’re proud to be driving the conversation on how smart financing can accelerate the transition to greener, more resilient buildings. ✨ Don’t miss this issue — subscribe now to stay ahead with the latest insights, success stories, and trends shaping the future of sustainable energy and finance! 👉 https://lnkd.in/g_sZK-Pz

YOC vs IRR:The Truth Test IRR looks great in a model. YOC tells the truth in the field. IRR is a projection, a forecast of what might happen. Yield on Cost (YOC) is what actually happens when the dust settles. YOC measures stabilized income divided by total development cost. It is the purest indicator of real return, before financing tricks or exit assumptions. When your YOC is right, you can ride out the market. When it is wrong, no spreadsheet saves you. According to the Urban Land Institute 2024 Emerging Trends Report, projects built around disciplined yield on cost strategy outperform by 200 to 300 basis points compared with those chasing IRR alone. This business is not about modeling perfection. It is about building margin into reality. That is how real developers stay in the game. #dollarsanddirt #land #development #construction #irr #multifamily #realestate Southern Waters Capital

Sector and country allocation decisions in #infrastructure could have a greater impact on portfolio returns than allocation choices in real estate. #MSCIResearch examines the expanded sample of the MSCI Global Quarterly Private Infrastructure Asset Index to dissect the trends. Read more: http://ms.spr.ly/6048sFbiY

Bo Qin of BNEF joined Tom Heintzman, Vice Chair, Energy Transition and Sustainability at CIBC Capital Markets to discuss the current state of voluntary and compliance markets, the challenges they face, and the key drivers shaping the price outlook for the North American and global carbon markets in 2025 and beyond. Listen to the episode here: https://lnkd.in/evW-EMHK #CarbonMarkets #VoluntaryMarket #ComplianceMarket