Research conducted by Fidelity International suggests that pursuing the most sustainable renovation strategy for an office is not only better for the environment, but could offer the best returns on invested capital.
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Fidelity Real Estate
Sustainability
Our approach to sustainability in real estate
Integrating sustainability throughout our investment process
Over extended timeframes, sustainability considerations and investment performance are inexorably linked. In real estate, sustainability considerations of particular importance, as most investors and occupiers make long-term commitments to buildings. It is therefore essential to research and analyse sustainability opportunities and risks across the entire lifecycle of asset ownership, through acquisition, management, refurbishment, development, and ultimately disposal, as these have the potential to improve long-term risk adjusted returns.
We embed sustainability considerations throughout our investment process, taking an active approach underpinned by disciplined targets, transparent measurement, and strong governance.
Acquisitions
- Detailed sustainability due diligence of property & occupier
- EPC1 considerations
- Environmental ratings to assess risks & develop asset plans to mitigate environmental factors (e.g. BREEAM2, DGNB3)
- Definition, design, forecast, and estimate of sustainable capex program duration and costs (for our Impact strategy)
Active management
- ESG initiatives built into annual business plans to improve properties’ sustainability performance
- Engage with occupiers to improve energy efficiency, water consumption & waste recycling
- Use of external benchmark (GRESB4) to measure progress
Development & Refurbishment
- Refurbish existing buildings to improve energy efficiency and the level of services and amenities
- Refurbishments for our Impact strategy are carried out within a comprehensive impact framework of 21 measurable and transparent targets across building, occupier, supplier
- New developments are carried out to highest possible ESG standards, targeting BREEAM Excellent or DGNB Gold or Platin Ratings
1 Energy Performance Certificate
2 Building Research Establishment Environmental Assessment Method
3 German Sustainable Building Council (Deutsche Gesellschaft für Nachhaltiges Bauen)
4 Global Real Estate Sustainability Benchmark
Making a Climate Impact in Logistics
Net zero carbon in the built industry may largely be delivered while generating attractive rates of return, especially for logistics real estate.
The sustainable future of offices
What does the current macro environment and the move to hybrid working mean for the demand for sustainable offices?
Sustainability at Fidelity
Every investment decision has potential long-term financial and societal consequences. Fidelity as a firm is committed to using its position to steer companies towards the right business decisions on
Access the latest ESG thinking here:
From investment perspectives to expert opinions - take a deep dive into our latest ESG related publications.
" As a specialist real estate business operating within a global asset manager, we leverage the expertise and differentiated insights of the wider Fidelity investment team to enhance returns and help deliver sustainability improvements."
Adrian Benedict - Head of Real Estate Solutions
Climate Impact Investing
- Focused on refurbishing existing buildings to bring them up to a high standard of energy efficiency and capable of being operated at Net Zero Carbon
- Accelerating the pathway to Net Zero Carbon
- Aiming to deliver on a transparent and measurable set of impact targets, alongside an attractive financial return
Our latest insights
These real estate investments promise real climate impact
Green real estate, impact investment strategies, and private markets allocations can help drive the net zero transformation.
Chart room: Taking stock of warehouse rents
Demand for warehouse space has surged over recent years and could grow further with fewer facilities now being built.
Chart room: Why real estate location is only part of the answer to diversifying investment
Our proprietary analysis shows that diversification worked well for investors in European real estate and why this may change.
Get in touch
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Fidelity International - Real Estate Investor Queries
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Risk warnings
- This material is for Investment Professionals only and should not be relied upon by private investors.
- The value of investments and the income from them can go down as well as up and investors may not get back the amount invested.
- The strategies invest directly in property and land, which can be difficult to sell, so an investor may not be able to sell /cash in this investment when they want to. The value of property is generally a matter of a valuer's opinion rather than fact.
- These strategies are subject to sustainability risk, which, if it occurs, it could cause an actual or a potential material negative impact on the value of the investments made by the Funds.
- Investors should note that the views expressed may no longer be current and may have already been acted upon. Reference to specific investments should not be construed as a recommendation, but is included for the purposes of illustration only.
- The strategies do not offer any guarantee or protection with respect to return, capital preservation, stable net asset value or volatility.
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Unless stated differently, information dated as of July 2024.
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