2017 GRESB Real Estate Results - Paris

58
OID 2017 Résultats 2017 du GRESB : Vers une maîtrise des risques climatiques ? 10 octobre 2017

Transcript of 2017 GRESB Real Estate Results - Paris

Page 1: 2017 GRESB Real Estate Results - Paris

OID 2017

Résultats 2017 du GRESB : Vers une maîtrise des risques climatiques ?

10 octobre 2017

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OID

201

2

Snapshot GRESB 2017 France

Table ronde

GRESB 2017 Real Estate Survey

Director, ESG & Real Estate, GRESB

Roxana ISAIU

Directeur général, OID

Loïs MOULAS

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GRESB 2017 Real Estate Survey

10 octobre 2017

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2017

GRESB

RESULTS

F R A N C E

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198

850

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Do you collect energy data?

2010 2012

Precise energy data coverage

24%

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2017

60%

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Sustainability clauses in

lease contracts?

2012

23%

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2017

Sustainability clauses in

lease contracts?

80%

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GRESB Score

GRESB

participants

(density)

2012n=445

0 20 40 60 80 100

2017n=823

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201

3

201

1

201

2201

4

201

5

201

6201

7

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North America

Asia

Australia/N

Z

Europe

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Europe

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201

7

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ESG LEADERS ADOPT HEALTH & WELL-BEING

North

America

Europe AsiaAus/NZ

Other

2016 174

2017 252

30% 70100

63All GRESB

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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

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Stakeholder

Engagement

Management

Policy &

Disclosure

Risks &

Opportunities

Monitoring &

EMS

Performance

Indicators

Building

Certifications

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57%

Precise energy data coverage

EUROPE

INDUSTRIAL RETAIL RESIDENTIAL HOTEL OFFICE

80 162 120 216 166

Intensities/Property type

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Europe

North

America

Australia/NZ

OFFICE

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Average L-F-L energy

consumption change

2016:

-1.1%

GRESB average annualized

intensity & l-f-l targets

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204

$2,324.5bn

11

$2.3bn

3

$11.6bn

433

$803.7bn

124

$346.9bn

Globally

diversified9

$26.7bn

66

$146.3bn

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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

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GRESB Public Disclosure

ABCDE0

50

10

0

15

0

20

0 Transparency is key

Non-GRESB participants

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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

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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

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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 sector’s increased transparency and improved performance

supports our mission to evaluate and empower sustainability practices

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2022

?

Sustainable Real

Assets

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2017 GRESB Sector Leaders - Europe

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2017

GRESB

RESULTS

F R A N C E

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Snapshot GRESB 2017 France

10 octobre 2017

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LA FRANCE ET L’EUROPE

27Français

433Européens

51,9Milliards de $

Source : GRESB 2017 - Chiffres Europe

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LES REPONDANTS FRANCAIS

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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%

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GRESB 2017 SCORING (2)

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GRESB 2017 SCORING (3)

GRESB SCORE

Management & PolicyImplementation &

Measurement28%

72%

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LE SCORE GLOBAL DES REPONDANTS FRANCAIS

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LE MODELE QUADRANT – 48 % Green Stars

GREEN TALK(7)

GREEN STARS(13)

GREEN WALK(2)

GREEN STARTERS(5)

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EVOLUTION DES RESULTATS 2016 – 2017

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RESULTATS 2017 COMPARE PAR THEMATIQUE

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TABLE RONDE

10 octobre 2017

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Director, ESG & Real Estate, GRESB

Directrice RSE, Gecina

Vice-Président de The Shift Project

Michel LEPETIT

Roxana ISAIU

Directeur Développement durable et innovation, AREF

Patrick STEKELOROM

Aurélie REBAUDO-ZULBERTY

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10/10/2017 43

Une feuille de route climat traçant une trajectoire à 2030

Objectif de réduction reconnu cohérent avec la trajectoire des 2°Cpar l’initiative « Science Based Targets ».

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Director, ESG & Real Estate, GRESB

Directrice RSE, Gecina

Vice-Président de The Shift Project

Michel LEPETIT

Roxana ISAIU

Directeur Développement durable et innovation, AREF

Patrick STEKELOROM

Aurélie REBAUDO-ZULBERTY

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OID - Gresb - Gécina

Prise en compte des

risques climatiques

dans l’immobilier

AREF / DD&I – 10 Octobre 2017

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Allianz Real Estate key figures

46© Copyright Allianz 17-10-10

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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

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Manage

Sell

Buy

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Partners are key to our success

b) MANAGE – Asset Management

Retail

Logistics

Office

Residential

Opportunistic

Regional

Student

housing

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Manage

Sell

Buy

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Principaux enjeux liés au Changement Climatique

Enjeux globaux: limitation du réchauffement climatique (2°C max)

- Réduction & monitoring des consommations

- Réduction des émissions directes de GES

- Certification des actifs (travaux, exploitation)

- Réduction de l’empreinte carbone globale (scopes 1, 2, 3)

Enjeux locaux: liés aux évènements météorologiques extrêmes

- Dommages physiques sur les actifs

- Pertes d’exploitation des occupants (dommages consécutifs)

- Couverture des assurances

- Prévention des risques futurs (travaux, arbitrages)

>> Risques sur la valeur des actifs

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Director, ESG & Real Estate, GRESB

Directrice RSE, Gecina

Vice-Président de The Shift Project

Michel LEPETIT

Roxana ISAIU

Directeur Développement durable et innovation, AREF

Patrick STEKELOROM

Aurélie REBAUDO-ZULBERTY

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www.theshiftproject.org

L’OBSERVATOIRE 173

CLIMAT - ASSURANCE VIE

de The Shift Project

GRESB & OID – 10 Octobre 2017

Michel LEPETIT,

Vice-président de THE SHIFT PROJECT

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A PROPOS DU THINK TANK

THE SHIFT PROJECT The Shift Project, c’est une association loi 1901 reconnue d’intérêt général fondée en 2010.

Notre mission est d’éclairer et d’influencer le débat sur la transition carbone en Europe.

The Shift Project, c’est une équipe avec 20 projets à son actif, dont plusieurs succès politiques

The Shift Project, c’est une expertise événementielle haut-niveau et grand public : The Shift Forum, Morning Shift, Ateliers du Shift, des briefings presse, des conférences dédiées, des partenariats, etc…

The Shift Project, c’est cinq « spin-offs »

The Shift Project, c’est un réseau d’entreprises membres, ou qui soutiennent des projets particuliers

The Shift Project, c’est un réseau de partenaires internationaux

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ENERGIE & CLIMAT : L’assurance vie française en marche ?

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Plan de la présentation

• The Shift Project

• 173 et assurance vie : 14 millions de français

• L’environnement : o Article 173

o TCFD

o Solvabilité 2

o Régulation européenne

• L’approche sectorielle et l’immobilier

• L’OBSERVATOIRE 173 Vie 2016 et les méthodologies

• The Shift project et l’immobilier

www.theshiftproject.org

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www.theshiftproject.org

Merci pour votre attention !

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TCFD :(…) Asset owners and assetmanagers should report totheir beneficiaries and clients,respectively, through theirexisting means of financialreporting, where relevant andwhere feasible.

Asset owners and assetmanagers are alsoencouraged to disclosepublicly via their websites orother public avenues ofdisclosure (e.g., sustainabilityor annual reports).

www.theshiftproject.org

ASSURANCE VIE Le 1er produit d’épargne des français

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Director, ESG & Real Estate, GRESB

Directrice RSE, Gecina

Vice-Président de The Shift Project

Michel LEPETIT

Roxana ISAIU

Directeur Développement durable et innovation, AREF

Patrick STEKELOROM

Aurélie REBAUDO-ZULBERTY

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REMERCIEMENTS !

Retrouvez tous les résultats sur le site du GRESB et de l’OID

Rendez-vous lors de nos prochains événements : http://www.o-immobilierdurable.fr/agenda/

10 octobre 2017

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ANALYSE DES STRATEGIES CARBONE Français (1)

Source : GRESB 2016 - Chiffres Europe