ESG Data List for Real Estate Valuations: A Practical Reference Document on Legislative, Market-Driven and Future ESG Requirements for Valuers and Financial Clients in the EU

RICS (2024) | Asset Management, Risk Mitigation, Valuation

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This data list focuses on ESG indicators at the real estate asset level, covering both existing properties and those under development or redevelopment. It comprises two sets: a core data list of key ESG indicators for assessing performance, and a future potential list of emerging ESG requirements. The core list is designed to help valuers engage financial clients and incorporate ESG metrics into valuation reports and market value assessments. It emphasizes flexibility, acknowledging that data availability varies by project and jurisdiction. Where data is missing or irrelevant, valuers may apply a “comply or explain” approach. The indicators are intended to complement existing valuation practices without altering liability principles or assumptions.

The geographical scope is the EU, with references to relevant regulatory expectations. Adoption in other jurisdictions is encouraged, though local adaptation is necessary. While not a…