EU Taxonomy screening
Portfolio assessment and reporting under the EU Taxonomy — substantial contribution, DNSH, and minimum safeguards per building.
The EU Taxonomy sets a common definition of sustainable economic activity in the EU. In real estate, each asset can be classified against clear technical screening criteria — and that status 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
- Per-asset report 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
Screening is not a one-off. We build methods and templates that let the company update status annually — without starting from scratch each time.