EU Taxonomy screening
Portfolio assessment and reporting under the EU Taxonomy — substantial contribution, DNSH and minimum safeguards per building.
The EU Taxonomy defines what counts as sustainable economic activity in the EU. For the real estate sector this means each asset can be classified against concrete technical screening criteria — and that the 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
- Check of minimum safeguards (social and governance)
- Aggregation at portfolio and fund level
- KPI calculation: share taxonomy-eligible and taxonomy-adjusted
Deliverables
- Report per asset with classification and documentation trail
- Portfolio-level compilation, ready for SFDR/CSRD reporting
- Action packages to upgrade non-taxonomy-adjusted assets
- Supporting documentation for green financing and bonds
Who it's for
- Real estate funds and managers with reporting obligations under SFDR
- Real estate companies within the scope of CSRD
- Banks and lenders requiring taxonomy documentation prior to lending
The screening is not a one-off exercise. We build methods and templates that allow the company to update status annually — without starting from scratch each time.