Sector / 07

Institutional Investors

Portfolio-level compliance intelligence and net-zero pathway modelling for institutional real estate.

Institutional Investors — Braithwaite Energy
01 / Context

The commercial reality

Institutional investors need consistent, board-ready compliance reporting across large, geographically distributed portfolios — and a defensible plan to reach net-zero targets without stranding assets.

02 / Compliance

Key compliance issues

  • [01]Consistent EPC and MEES reporting across the book
  • [02]GRESB and TCFD-aligned compliance data
  • [03]Net-zero commitments and asset-level pathway modelling
  • [04]Stranded asset risk under 2027 and 2030 thresholds
03 / Why Braithwaite

How we help

01

Board-ready reporting

Consistent formats and metrics across the whole portfolio.

02

Stranded asset analysis

Assets flagged by cost-to-compliance and lease-event exposure.

03

Net-zero pathway modelling

Realistic decarbonisation plans that survive due diligence.

Answers / FAQ

Questions this sector asks most

[01]What are Minimum Energy Efficiency Standards (MEES)?+

MEES require landlords of non-domestic privately rented property in England and Wales to hold an EPC of at least band E. Since 1 April 2023 this applies to all existing let non-domestic property, not just new tenancies, so a sub-standard building must either be improved or carry a valid registered exemption.

[02]What are the proposed 2027 and 2030 MEES thresholds?+

Government policy has signalled a tightening of the non-domestic minimum standard towards EPC C by 2027 and EPC B by 2030, subject to confirmation. Prudent asset owners are planning capital works now against those dates, because the works required to move a mid-band building to B are frequently fabric and plant replacements that only make sense at lease or refurbishment events.

[03]What MEES exemptions are available to commercial landlords?+

The main non-domestic exemptions cover measures that fail the seven-year payback test, cases where consent from a tenant, lender or planning authority is refused, situations where measures would devalue the property by more than 5%, and recently acquired properties. Exemptions must be registered on the PRS Exemptions Register with supporting evidence and generally last five years.

[04]Should I improve a sub-standard asset or register an exemption?+

Improve where the works also protect value, rent and lettability; register an exemption where the payback genuinely fails and the asset is heading for redevelopment or disposal. Exemptions are a five-year pause rather than a solution, so we model both routes and compare them against the likely 2027 and 2030 thresholds before recommending one.

[05]What is a CIBSE TM54 operational energy assessment?+

TM54 predicts a building's real in-use energy consumption, including small power, catering, lifts, server rooms and out-of-hours operation, none of which appear in a Part L compliance model. It exists to close the performance gap between the regulated figure and the energy the occupier will actually pay for.

[06]Do MEES rules apply in Scotland, Wales and Northern Ireland?+

MEES as drafted applies to England and Wales only. Scotland regulates non-domestic energy performance principally through Section 63 Action Plans and its own building standards, while Northern Ireland operates its own EPC regime under separate legislation, so a UK-wide portfolio needs three parallel compliance tracks.

All FAQs
Contact / 06

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