Software for risk assessment
at portfolio and object level
Taxonomy compliance can be assessed automatically
SOFT evaluates taxonomy compliance at the level of both the portfolio and the object (Level 1 and Level 2) and provides a valid estimate of the risk budget on the basis of the non-financial quality criteria set out in the EU Taxonomy Regulation 2020/852. And, in doing so, SOFT also lays the foundations for SFDR reporting.
The use of statistical databases permits the risks represented by the necessary flows of capital to be assessed, while reducing the need for data capture. This approach also ensures the disclosure of the building qualities and the starting point required by ESG reporting.
Individualised SOFT offer for you!
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The classification of commercial activities on the basis of technical criteria in terms of up to 6 environmental objectives and 3 requirements:
1. Overfulfilling at least one environmental objective
2. Meeting the minimum requirements of the other environmental objectives
3. Complying with minimum social standards.
SOFT enables you to analyze the financial risks of your existing real estate portfolio anonymously, rapidly, and with a minimum amount of data.
SOFT provides you with detailed evaluations of individual new, existing, and refurbished objects that are based on wider data retrieval.
SOFT simplifies your sustainability management processes by providing taxonomy fulfillment certificates that are easy to update in the next reporting year.
Advantages of SOFT Level 1
SOFT Level 1 provides you with a first valid estimate of the risk budget of your portfolio on the basis of statistical energy consumption databases.
With just a minimum of 10 objects/assets you can use Level 1 to draw up a portfolio report as a means of assessing your financial risk on the basis of non-financial quality criteria set out in the EU Taxonomy Regulation 2020/852. This evaluation is currently designed for existing buildings in the DACH Region, is completely anonymous, and only requires the input of a small amount of building data.
By providing you with an overall picture of the performance of your portfolio that takes account of the latest national climate protection legislation, SOFT offers you more transparency and clarity and improves your oversight of your investment objects.
Status quo
You receive a clear presentation of your portfolio in terms of
– functions,
– locations,
– years of construction, and
– average CO2 equivalent.
In addition to this, an indication of the ability of the individual objects to meet taxonomy requirements will help you to take decisions about the future optimization of the portfolio.
The performance of your portfolio is analyzed in terms of the number of objects and the weighting of the spaces within them. The portfolio is classified in line with the categories:
– taxonomy-compliant,
– in need of transformation, and
– incapable of taxonomy-compliance.
SOFT draws up a risk budget on the basis of climate risk data for both the present and the future. This is divided into costs driven by climate protection and costs resulting from the need to adapt to climate change.
This means that you will receive an estimate of the risk budget for climate protection and resilience against climate change in the year of the report as well as projected costs for the years 2030 and 2050.
Advantages of SOFT Level 2
The objective of SOFT Level 2 is to use a detailed data structure for the individual asset in order to create an object-specific assessment of the deviation from the requirements of the EU Taxonomy Regulation 2020/852.
The use of building-specific data increases the accuracy of the findings. Alongside the evaluation of existing buildings it is also possible to assess new and refurbished objects as well as to carry out feasibility studies.
Level 2 enables you to use all the functions of Level 1 in a more detailed form and at the object level. The more precise results of the Level 2 calculation can then be fed back into the portfolio evaluation in order to arrive at an even more accurate conclusion.
Object report
You receive a detailed report for each object that contains all essential building data. This clearly illustrates the criteria that have been fulfilled and those that still require transformation. The calculated risk budget refers to all the environmental objectives that were considered in line with your specific commercial approach.
Feasibility study
SOFT Level 2 offers you the opportunity to carry out a feasibility study for your project that will enable you to assess the implications of new build, acquisition, or refurbishment options, without impacting upon the evaluation of your current real estate portfolio.
Taxonomy assessment
The consideration of individual objects permits a solid assessment in line with the EU Taxonomy Regulation 2020/852. Depending upon your commercial approach (new build, existing building, or refurbishment), technical criteria are addressed in terms of up to six environmental objectives. At the same time, SOFT also serves as a management and documentation platform.
Optimization potential
SOFT Level 2 highlights the weaknesses of your object and offers engineering-based solutions that can optimize your building and, hence, the real estate portfolio as a whole.