Rethinking risk-return in the net zero carbon landscape - June 8th
During the special session of the GRI Global ESG & Impact Investment Committee, members of GRI Club
discussed how net zero carbon commitments are impacting real estate investments and shaping its future.
(The session took place on June 8, 2022).
discussed how net zero carbon commitments are impacting real estate investments and shaping its future.
(The session took place on June 8, 2022).
Important takeaways:
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Some members are positive that even in the short term portfolios that meet energy efficiency goals will be more attractive;
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Companies themselves will have to be very clear about how to define net zero or carbon neutral in their strategies;
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If tenants don't share information while investors manage a diversified portfolio, there will be no clarity on ESG strategies in buildings;
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A profitable transition plan from brownfield should rely on clear KPIs targeting net zero;
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the appetite continues to be for the next generation of urban developments;
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a marathon perspective must be adopted as net zero energy comes with a huge bill