EU Taxonomy screening
Portfolio assessment and reporting against the EU Taxonomy — substantial contribution, DNSH and minimum safeguards per building.
The EU Taxonomy defines which economic activities are considered sustainable in the EU. For the real-estate sector, it means each asset can be classified against specific technical screening criteria — and that classification affects reporting requirements, financing and valuation.
Our approach
- Screening of individual assets against technical criteria (CCM 7.1, 7.2, 7.7)
- Assessment of Do No Significant Harm (DNSH) for each relevant environmental objective
- Verification of minimum safeguards (social and governance)
- Aggregation at portfolio and fund level
- KPI calculation: share taxonomy-eligible and taxonomy-aligned
Deliverables
- Report per asset with classification and documentation trail
- Portfolio-level compilation, ready for SFDR/CSRD reporting
- Action packages to upgrade non-aligned assets
- Supporting documentation for green financing and green bonds
Who it's for
- Real estate funds and managers with reporting obligations under SFDR
- Property companies within the scope of CSRD
- Banks and lenders requiring taxonomy documentation prior to lending
The screening is not a one-time exercise. We develop the methodology and templates that allow the company to update status annually — without starting from scratch each time.