2017 GRESB Real Estate Results - Paris

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  • OID 2017

    Rsultats 2017 du GRESB : Vers une matrise des risques climatiques ?

    10 octobre 2017

  • OID

    201

    7

    2

    Snapshot GRESB 2017 France

    Table ronde

    GRESB 2017 Real Estate Survey

    Director, ESG & Real Estate, GRESB

    Roxana ISAIU

    Directeur gnral, OID

    Los MOULAS

  • GRESB 2017 Real Estate Survey

    10 octobre 2017

  • 2017

    GRESB

    RESULTS

    F R A N C E

  • 198

    850

  • Do you collect energy data?

    2010 2012

    Precise energy data coverage

    24%

  • 2017

    60%

  • Sustainability clauses in

    lease contracts?

    2012

    23%

  • 2017

    Sustainability clauses in

    lease contracts?

    80%

  • GRESB Score

    GRESB

    participants

    (density)

    2012n=445

    0 20 40 60 80 100

    2017n=823

  • 201

    3

    201

    1

    201

    2201

    4

    201

    5

    201

    6201

    7

  • North America

    Asia

    Australia/N

    Z

    Europe

  • Europe

  • 201

    7

  • ESG LEADERS ADOPT HEALTH & WELL-BEING

    North

    America

    Europe AsiaAus/NZ

    Other

    2016 174

    2017 25230% 70

    10063

    All GRESB

  • CLIMATE CHANGE ADAPTATION

    54%

    25%

    25%

    65%

    45%

    45%

    0% 20% 40% 60% 80% 100% 120% 140%

    IMPLEMENTED IN POLICIES

    DUES DILLIGENCE PROCESSES

    INCLUDED IN STANDING

    INVESTMENTS RISK ASSESSMENTS

    France Europe

  • Stakeholder

    Engagement

    Management

    Policy &

    Disclosure

    Risks &

    Opportunities

    Monitoring &

    EMS

    Performance

    Indicators

    Building

    Certifications

  • 57%

    Precise energy data coverage

    EUROPE

    INDUSTRIAL RETAIL RESIDENTIAL HOTEL OFFICE

    80 162 120 216 166

    Intensities/Property type

  • Europe

    North

    America

    Australia/NZ

    OFFICE

  • Average L-F-L energy

    consumption change

    2016:

    -1.1%

    GRESB average annualized

    intensity & l-f-l targets

  • 204

    $2,324.5bn

    11

    $2.3bn

    3

    $11.6bn

    433

    $803.7bn

    124

    $346.9bn

    Globally

    diversified9

    $26.7bn

    66

    $146.3bn

  • 204

    $2,324.5bn

    11

    $2.3bn

    3

    $11.6bn

    433

    $803.7bn

    124

    $346.9bn

    Globally

    diversified9

    $26.7bn

    66

    $146.3bn

    NORTH AMERICA EUROPE ASIA-PACIFIC

    54% 70% 50%

    GRESB listed market coverage (% of market cap)

    100

    %GRESB Public Disclosure

  • GRESB Public Disclosure

    ABCDE0

    50

    10

    0

    15

    0

    20

    0 Transparency is key

    Non-GRESB participants

  • Transparency is key

    0

    10

    0

    80

    60

    40

    20

    201

    0

    201

    7

    201

    6

    201

    5

    201

    4

    201

    3

    201

    2

    201

    1

    52100

    First-year

    8-year

    75100

  • Investors

    94%

    35%

    100

    %

    Use GRESB data in their

    investment process

    Set specific targets in terms of

    GRESB performance

    Consider their managers to be

    moderately to fully prepared to

    meet ESG requirements

    2012

  • 2017

    Investors have driven ESG-related disclosures in the real estate

    sector, with the aim to protect and enhance shareholder value

    We can more precisely measure and evaluate ESG performance due

    to increased coverage, better metrics, and higher quality data

    The sectors increased transparency and improved performance

    supports our mission to evaluate and empower sustainability practices

  • 2022

    ?

    Sustainable Real

    Assets

  • 2017 GRESB Sector Leaders - Europe

  • 2017

    GRESB

    RESULTS

    F R A N C E

  • Snapshot GRESB 2017 France

    10 octobre 2017

  • OID

    201

    7

    LA FRANCE ET LEUROPE

    27Franais

    433Europens

    51,9Milliards de $

    Source : GRESB 2017 - Chiffres Europe

  • OID

    201

    7

    LES REPONDANTS FRANCAIS

  • OID

    201

    7

    GRESB 2017 SCORING (1)

    GRESB SCORE

    Management

    Policy & Disclosure

    Risks & Opportunities

    Monitoring & EMS

    Building Certification

    Stakeholder Engagement

    Performance Indicators

    8.8%

    9.5%

    12.4% 25.2

    %

    24.5%

    10.9%

    8.8%

  • OID

    201

    7

    GRESB 2017 SCORING (2)

  • OID

    201

    7

    GRESB 2017 SCORING (3)

    GRESB SCORE

    Management & PolicyImplementation &

    Measurement28%

    72%

  • OID

    201

    7

    LE SCORE GLOBAL DES REPONDANTS FRANCAIS

  • OID

    201

    7

    LE MODELE QUADRANT 48 % Green Stars

    GREEN TALK(7)

    GREEN STARS(13)

    GREEN WALK(2)

    GREEN STARTERS(5)

  • OID

    201

    7

    EVOLUTION DES RESULTATS 2016 2017

  • OID

    201

    7

    RESULTATS 2017 COMPARE PAR THEMATIQUE

  • TABLE RONDE

    10 octobre 2017

  • OID

    201

    7

    Director, ESG & Real Estate, GRESB

    Directrice RSE, Gecina

    Vice-Prsident de The Shift Project

    Michel LEPETIT

    Roxana ISAIU

    Directeur Dveloppement durable et innovation, AREF

    Patrick STEKELOROM

    Aurlie REBAUDO-ZULBERTY

  • 10/10/2017 43

    Une feuille de route climat traant une trajectoire 2030

    Objectif de rduction reconnu cohrent avec la trajectoire des 2Cpar linitiative Science Based Targets .

  • OID

    201

    7

    Director, ESG & Real Estate, GRESB

    Directrice RSE, Gecina

    Vice-Prsident de The Shift Project

    Michel LEPETIT

    Roxana ISAIU

    Directeur Dveloppement durable et innovation, AREF

    Patrick STEKELOROM

    Aurlie REBAUDO-ZULBERTY

  • Alli

    an

    z R

    ea

    l E

    sta

    te

    Corp

    ora

    te p

    rese

    nta

    tio

    n

    Ju

    ne

    20

    16

    OID - Gresb - Gcina

    Prise en compte des

    risques climatiques

    dans limmobilier

    AREF / DD&I 10 Octobre 2017

  • Alli

    an

    z R

    ea

    l E

    sta

    te

    Corp

    ora

    te p

    rese

    nta

    tio

    n

    Ju

    ne

    20

    16

    Allianz Real Estate key figures

    46 Copyright Allianz 17-10-10

  • Alli

    an

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    ea

    l E

    sta

    te

    Corp

    ora

    te p

    rese

    nta

    tio

    n

    Ju

    ne

    20

    16

    Recent acquisitions

    10 Hudson Yards / Office

    New York City

    Project Rheingold / logistics

    Germany & CEE

    Avenue de Rhodanie 40 / Office

    Lausanne

    Lennar Multifamily

    United States

    PAG PREP Fund

    Pan-Asia

    Fizz Student Housing Fund

    Germany

    Prime properties in key markets

    a) BUY our Investment Strategy

    47

    Manage

    Sell

    Buy

  • Alli

    an

    z R

    ea

    l E

    sta

    te

    Corp

    ora

    te p

    rese

    nta

    tio

    n

    Ju

    ne

    20

    16

    Partners are key to our success

    b) MANAGE Asset Management

    Retail

    Logistics

    Office

    Residential

    Opportunistic

    Regional

    Student

    housing

    48

    Manage

    Sell

    Buy

  • Alli

    an

    z R

    ea

    l E

    sta

    te

    Corp

    ora

    te p

    rese

    nta

    tio

    n

    Ju

    ne

    20

    16

    Principaux enjeux lis au Changement Climatique

    Enjeux globaux: limitation du rchauffement climatique (2C max)

    - Rduction & monitoring des consommations

    - Rduction des missions directes de GES

    - Certification des actifs (travaux, exploitation)

    - Rduction de lempreinte carbone globale (scopes 1, 2, 3)

    Enjeux locaux: lis aux vnements mtorologiques extrmes

    - Dommages physiques sur les actifs

    - Pertes dexploitation des occupants (dommages conscutifs)

    - Couverture des assurances

    - Prvention des risques futurs (travaux, arbitrages)

    >> Risques sur la valeur des actifs

    49

  • OID

    201

    7

    Director, ESG & Real Estate, GRESB

    Directrice RSE, Gecina

    Vice-Prsident de The Shift Project

    Michel LEPETIT

    Roxana ISAIU

    Directeur Dveloppement durable et innovation, AREF

    Patrick STEKELOROM

    Aurlie REBAUDO-ZULBERTY

  • www.theshiftproject.org

    LOBSERVATOIRE 173

    CLIMAT - ASSURANCE VIE

    de The Shift Project

    GRESB & OID 10 Octobre 2017

    Michel LEPETIT,

    Vice-prsident de THE SHIFT PROJECT

  • A PROPOS DU THINK TANK

    THE SHIFT PROJECT The Shift Project, cest une association loi 1901 reconnue dintrt gnral fonde en 2010.

    Notre mission est dclairer et dinfluencer le dbat sur la transition carbone en Europe.

    The Shift Project, cest une quipe avec 20 projets son actif, dont plusieurs succs politiques

    The Shift Project, cest une expertise vnementielle haut-niveau et grand public : The Shift Forum, Morning Shift, Ateliers du Shift, des briefings presse, des confrences ddies, des partenariats, etc

    The Shift Project,