Executive summary
Most European real estate investors understand that energy performance matters. Despite growing pressure from energy costs, regulation and lenders, the pace of improvement remains slow.
The ambition is there and the targets are set. The challenge is execution.
The Nordic market is ahead of the curve. Energy performance has increasingly become an investment issue, affecting operating income, financing, liquidity and asset values.
Slättö has worked systematically to identify, prioritise and execute energy improvements across its portfolios. This paper shares what we have learned.
While many of the lessons are operational in nature, they have clear implications for institutional investors. As energy performance becomes increasingly material, efficient portfolios will be more resilient, supporting higher returns and lower risk.
"The potential to create value in real estate through energy efficiency is significant, but execution is rarely straightforward. We don't claim to have all the answers. We've simply started the journey, learned a great deal, and felt those lessons were worth sharing.
The cost of inaction is increasing, and investors who build the capability to execute energy improvements today will be better positioned tomorrow.
We hope this paper contributes to the discussion - and we'd welcome the opportunity to continue it."
Annachiara Torciano, Head of ESG and Communication
About Slättö
Slättö is the natural choice for investors seeking alpha returns and a targeted exposure to the Nordics within value add and core plus strategies.
Since inception in 2013, the firm has executed transactions with a total value of EUR 5 bn.
Slättö has built a strong track record of market-leading returns through thematic strategies focused on Nordic residential, logistics and light industrial, underpinned by deep local sourcing.
Contact us
Interested in learning more? We are happy to discuss our approach and investments.
JOHAN KARLSSON
Managing Partner, CEO
JONAS ANDERSSON
Deputy Managing Partner
ANNACHIARA TORCIANO
Head of ESG and Communication