Real Estate Sustainable Finance
Navigating the financial regulatory roadmap and utilizing market instruments to implement your ESG strategy
Real Estate Sustainable Finance enables companies to strategically allocate capital to sustainable projects while minimizing long-term risks in line with ESG criteria. This approach supports the transition to a sustainable economy and continues to generate attractive returns.
Sustainable investments in the real estate sector
Our Real Estate Sustainable Finance (RESF) advisory services help you achieve positive financial returns while also ensuring a significant ecological and societal impact. They cover everything from integrating sustainability criteria into property-related investment products to designing and implementing investment strategies.
Sustainable finance considers environmental and social risks to promote long-term value creation. In addition to real estate funds on the equity and debt side, we also provide support in the areas of green bonds and mortgages, as well as sustainability-linked loans. This enables our clients to make investment decisions and channel capital specifically into projects that generate financial, environmental, and social returns.
EU regulations to promote real estate sustainable finance
In the real estate sector in particular, targeted capital allocation and incentives are intended to close the existing investment gap towards achieving emission reduction targets and significantly improving building energy efficiency. In this context, the EU plays a globally leading role in financial regulation, based on three key pillars:
- Corporate Sustainability Reporting Directive (CSRD)
- Sustainable Finance Disclosure Regulation (SFDR)
- EU Taxonomy Regulation (EU Tax-VO)
Real estate stakeholders must address both the technical screening criteria of the EU taxonomy at the asset level and the transparency requirements regarding the consideration of ESG risks and objectives within fund-specific investment strategies. At the fund provider level, and increasingly at the investor level, the CSRD further intensifies the integration of non-financial reporting into the financial reporting framework.
EU regulations promoting sustainable finance in real estate are also becoming increasingly important for Switzerland, as many institutional investors, banks, and fund providers are influenced by international capital flows and regulatory developments.
Market-driven ESG optimization
In addition to EU regulation, several voluntary, market- and investor-driven issues are reinforcing the trend towards sustainable finance in the real estate industry:
- Social Impact Investing (SII)
- Climate risk and vulnerability analyses
- Voluntary net-zero commitment
- ESG ratings and property certifications
While some requirements – such as the EU Taxonomy, SFDR, and CSRD – directly apply to companies operating in the EU, they are only binding for Swiss players if they concern EU-related business models. At the same time, pressure from market dynamics and investor expectations is growing, making voluntary measures such as ESG ratings, climate risk analyses, and net-zero commitments increasingly important.
Our services
Sustainable investment strategies
In implementing portfolio-specific strategies, we evaluate innovative measures and financial instruments such as:
- Transfer of direct holdings to indirect fund structures
- Sustainability Linked Loans (SLL)
- Government tax incentives, subsidies, and grants for renewable energy systems
We help you navigate the regulatory roadmap confidently. By integrating key sustainability aspects into your investment strategy, you can secure the best financing conditions and strengthen stakeholder trust in the long term.
Additional services
- ESG investment strategy development
- Advice on integrating ESG criteria into portfolio and asset management
- Support for institutional investors and property owners through portfolio analyses and profitability calculations
- Valuation and reporting of sustainable financial instruments
- Specialized workshops and training sessions on sustainable financing
Your added value
Enhanced market position
Become more attractive to sustainability-focused investors and strengthen your competitiveness
Sustainable value increase
Ensure long-term stability and growth through responsible and profitable investments
Risk minimization
Avoid financial losses by taking climate risks and ESG factors into account at an early stage
Further reading on sustainable finance in real estate:
Sustainability and ESG strategies, circular economy consulting, collecting consumption data, energy monitoring, building certifications, energy performance certificates, recording of the construction quality, climate and CO2 solutions, sustainability reporting, and much more.
