The Valuation Gap: Board Questions for Climate Risk Assessment in Real Estate - Keyah Consulting

The Valuation Gap: Board Questions for Climate Risk Assessment in Real Estate

Real Estate Insurance, Sustainable Real Estate /

Key points Real estate portfolios face a fundamental valuation problem: asset prices do not yet fully reflect climate risk. For boards overseeing REITs, pension funds, and institutional portfolios, this mispricing represents fiduciary risk. Valuations anchored to historical data understate future impacts. The following questions provide a framework for assessing whether climate risk is properly reflected […]

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The Adaptation Imperative: Board Questions for Climate-Resilient Real Estate - Keyah Consulting

The Adaptation Imperative: Board Questions for Climate-Resilient Real Estate

Real Estate Insurance, Sustainable Real Estate /

Key points Climate risk is no longer a future concern for real estate portfolios, it’s  a present valuation problem, an insurance crisis, and a fiduciary challenge. Boards overseeing REITs, pension fund real estate holdings, and institutional portfolios face a stark reality: the gap between climate risk and asset pricing is widening. A landmark survey of

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Sustainability acronyms in Real Estate: A Growing List - Keyah Consulting

Sustainability acronyms in Real Estate: A Growing List

Real Estate Insurance, Sustainable Real Estate /

Sustainability and ESG terminology moves fast, particularly across real assets, where reporting frameworks, emissions standards and regulatory requirements are constantly evolving. This reference covers 60+ of the most common acronyms I encounter when working with clients. The list covers everything from disclosure frameworks and carbon accounting to building certifications. Updated regularly – let me know

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Key Principles of Effective Stakeholder Engagement - Keyah Consulting

Key Principles of Effective Stakeholder Engagement in Real Estate

Stakeholder engagement, Sustainable Real Estate /

Key points I’ve seen the good and the bad of stakeholder engagement in real estate sustainability – from occupiers becoming genuine partners in a net zero programme, to community consultations that descended into conflict and left lasting reputational damage. Having outlined the seven benefits of effective stakeholder engagement and why it’s foundational, I want to

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7 Benefits of Stakeholder Engagement: Why it’s the Foundation of Sustainable Real Estate - Keyah Consulting

7 Benefits of Stakeholder Engagement: Why it’s the Foundation of Sustainable Real Estate

Stakeholder engagement, Sustainable Real Estate /

Key points How many times have you developed a sustainability strategy for your portfolio, only to find that occupiers aren’t on board, investors are asking questions you can’t answer, or local communities are pushing back on a scheme you thought was doing the right thing? If this sounds familiar, you’re not alone. In real estate,

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Key Trends Shaping Real Assets Investment in 2025: Sustainability at an Inflection Point - Keyah Consulting

Key Trends Shaping Investments in 2025: Real Estate Sustainability at an Inflection Point

Real Estate Insurance, Sustainable Real Estate /

Key points As 2025 comes to a close, real estate investors face a fundamentally transformed landscape where topics including adaptation, resilience, and linked to this, insurance, are no longer peripheral but central to investment strategy, risk management, and value creation. Here are the critical trends reshaping our sector: 1. Divergent Regulatory Trajectories Creating Strategic Complexity

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The EU Sustainability Framework: What the Omnibus Simplification Actually Means for Real Estate - Keyah Consulting

The EU Sustainability Framework: What the Omnibus Simplification Actually Means for Real Estate

Event, News, Sustainable Real Estate /

“Simplification” sounds promising—until you’re the one trying to implement it. Last week at EPRA’s annual Sustainability Summit, Dr Taysom moderated a panel that cut through the noise around the European Union’s Omnibus Simplification Package and changes to the Sustainable Finance Disclosure Regulations. The timing couldn’t have been more relevant, landing the same day as major

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Looking beyond an insurance fix: Flood risk across Great Britain - Keyah Consulting

Looking beyond an insurance fix: Flood risk across Great Britain

Real Estate Insurance, Stakeholder engagement, Sustainable Real Estate /

Key points The Guardian headline is blunt, Towns may have to be abandoned due to floods with millions more homes in Great Britain at risk. Insurers are sounding the alarm. Aviva’s report on which the article is based is clear on where we could be by 2050: The result is that homes and communities could

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Image overlooking the ocean with a storm on the horizon.

A decade on from Mark Carney’s ‘Tragedy of the Horizon’ lecture at Lloyds

Real Estate Insurance /

Ten years ago, Mark Carney, the then Governor of the Bank of England, warned us about the Tragedy of the Horizon. He made clear that changes in the climate brings ‘profound implications’ for insurers, our financial institutions, and the wider economy. But when it comes to insurance, many at the household level are living in

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Black and white image of a roulette wheel

The Great Reinsurance Retreat: Strategic implications for insurance markets and climate adaptation

Real Estate Insurance, Strategy, Sustainable Real Estate /

Key points Recent Bloomberg analysis reveals a striking development in global reinsurance markets – the world’s 19 largest reinsurers have reduced catastrophe exposure by more than 50%. This isn’t a temporary market correction – it’s a fundamental recalibration of risk appetite driven by accelerating climate-related losses. And it’s worrying. The downstream effects are creating acute

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