Using ESG Data To Mitigate Investment Risk And Optimise Performance

Improve ESG data collection, management and analytical practices to inform better property investment decision-making and greater transparency

Bookings for this focus session, delivered by Hillbreak, are now open. To ensure an impactful learning experience for participants, the course is being delivered to groups of no more than 20 individuals. Check the full list of available groups and course dates and make sure that you are booking the right one based on your availability; we cannot guarantee that booked places will be able to be transferred from one group to another.

The key details of the course include the following:

Audience

All Focus Sessions have been designed as supplementary to the BBP ESG for Real Estate Professionals Course, and are open and available to those who have completed the core programme.

Those who would like to register for this focus session without completing the Core Programme first, should complete the Self-Assessment Quiz to ensure they possess sufficient existing knowledge of ESG in a Real Estate context. 

For more information regarding eligibility or to register for the BBP ESG For Real Estate Professionals Core Programme, please view the course page.

Please note that the course has been developed to fulfil a particular industry skills development need and is intended for the audience set out above. The BBP and Hillbreak reserve the right to reject booking requests from individuals that do not fall into eligible categories.

Learning Outcomes

At the end of the course, participants will have: 

• An appreciation of the crucial role that the ‘data bedrock’ plays in sustainability strategies, implementation and reporting
• Awareness of the fundamentals of data management and performance measurement, as well as its pitfalls and how to avoid them
• Knowledge of the different kinds of ESG data and KPIs
• Experience of how benchmarking (such as REEB) are used to inform effective performance management and inform target-setting
• A sound understanding of setting effective targets
• Awareness of the importance of presentation and data visualisation
• An appreciation of the future of ESG data and performance monitoring

Course outline

The course will be delivered in one 2-hour online session.

This module gives real estate professionals insight into the challenging but vital area of ESG and sustainability data. Data is about real performance, not just hoped-for outcomes. Good quality data is surprisingly hard to get, but with it, and the right approach to analysis (including benchmarking) and target-setting, we can properly test, monitor, improve and disclose. Data bridges and connects strategy with implementation.

Pricing

• £250 + VAT per participant

Leveraging ESG Disclosure Regulations & Standards In Europe To Enhance Investment Marketing, Sales and Strategy

Navigate the growing body of European transparency requirements for real estate companies and funds to avoid greenwashing

Bookings for this focus session, delivered by Hillbreak, are now open. To ensure an impactful learning experience for participants, the course is being delivered to groups of no more than 20 individuals. Check the full list of available groups and course dates and make sure that you are booking the right one based on your availability; we cannot guarantee that booked places will be able to be transferred from one group to another.

The key details of the course include the following:

Audience

All Focus Sessions have been designed as supplementary to the BBP ESG for Real Estate Professionals Course, and are open and available to those who have completed the core programme.

Those who would like to register for this focus session without completing the Core Programme first, should complete the Self-Assessment Quiz to ensure they possess sufficient existing knowledge of ESG in a Real Estate context. 

For more information regarding eligibility or to register for the BBP ESG For Real Estate Professionals Core Programme, please view the course page.

Please note that the course has been developed to fulfil a particular industry skills development need and is intended for the audience set out above. The BBP and Hillbreak reserve the right to reject booking requests from individuals that do not fall into eligible categories.

Learning Outcomes

At the end of the course, participants will have: 

• An understanding of the nature and purpose of emerging financial market regulation on ESG
• Greater awareness of the landscape of financial market ESG regulations affecting real estate financial market participants and how these are developing in major jurisdictions, particularly in relation to climate-related disclosures.
• Knowledge of the mandatory ESG disclosure requirements for real estate entities in both public and private markets, with a particular focus on the EU taxonomy, SFDR, and CSRD.
• An appreciation of how European mandatory disclosure requirements and their indicators interface with real estate industry standards of good practice for sustainability reporting.
• The ability to assess how listed companies are non-listed real estate investments should be classified under the EU taxonomy and the SFDR respectively.
• Anticipation of future regulatory developments.

Course outline

The course will be delivered in one 2-hour online session.

This module outlines the drivers and principles of ESG regulatory requirements worldwide, before focussing on what these mean in practice, through the lens of the world’s most developed framework: the EU sustainable finance regime.  The module presents a practical navigation aid to the dynamic and complex new landscape, helping participants understand how the frameworks do – and don’t – work, and how incoming requirements interact with existing mandatory and voluntary structures.  By drawing out real asset specificities from the broadly-based frameworks, and emphasising disclosure obligations, the material in anchored in operational realities.

Pricing

• £250 + VAT per participant

Leveraging ESG Disclosure Regulations & Standards In Europe To Enhance Investment Marketing, Sales and Strategy

Navigate the growing body of European transparency requirements for real estate companies and funds to avoid greenwashing

Bookings for this focus session, delivered by Hillbreak, are now open. To ensure an impactful learning experience for participants, the course is being delivered to groups of no more than 20 individuals. Check the full list of available groups and course dates and make sure that you are booking the right one based on your availability; we cannot guarantee that booked places will be able to be transferred from one group to another.

The key details of the course include the following:

Audience

All Focus Sessions have been designed as supplementary to the BBP ESG for Real Estate Professionals Course, and are open and available to those who have completed the core programme.

Those who would like to register for this focus session without completing the Core Programme first, should complete the Self-Assessment Quiz to ensure they possess sufficient existing knowledge of ESG in a Real Estate context. 

For more information regarding eligibility or to register for the BBP ESG For Real Estate Professionals Core Programme, please view the course page.

Please note that the course has been developed to fulfil a particular industry skills development need and is intended for the audience set out above. The BBP and Hillbreak reserve the right to reject booking requests from individuals that do not fall into eligible categories.

Learning Outcomes

At the end of the course, participants will have: 

• An understanding of the nature and purpose of emerging financial market regulation on ESG
• Greater awareness of the landscape of financial market ESG regulations affecting real estate financial market participants and how these are developing in major jurisdictions, particularly in relation to climate-related disclosures.
• Knowledge of the mandatory ESG disclosure requirements for real estate entities in both public and private markets, with a particular focus on the EU taxonomy, SFDR, and CSRD.
• An appreciation of how European mandatory disclosure requirements and their indicators interface with real estate industry standards of good practice for sustainability reporting.
• The ability to assess how listed companies are non-listed real estate investments should be classified under the EU taxonomy and the SFDR respectively.
• Anticipation of future regulatory developments.

Course outline

The course will be delivered in one 2-hour online session.

This module outlines the drivers and principles of ESG regulatory requirements worldwide, before focussing on what these mean in practice, through the lens of the world’s most developed framework: the EU sustainable finance regime.  The module presents a practical navigation aid to the dynamic and complex new landscape, helping participants understand how the frameworks do – and don’t – work, and how incoming requirements interact with existing mandatory and voluntary structures.  By drawing out real asset specificities from the broadly-based frameworks, and emphasising disclosure obligations, the material in anchored in operational realities.

Pricing

• £250 + VAT per participant

Optimising The Benefits For Lenders & Borrowers By Integrating Sustainability Into Property Finance

Implement robust, innovative and purposeful approaches to ESG risk mitigation and improved sustainability outcomes through real estate debt strategies

Bookings for this focus session, delivered by Hillbreak, are now open. To ensure an impactful learning experience for participants, the course is being delivered to groups of no more than 20 individuals. Check the full list of available groups and course dates and make sure that you are booking the right one based on your availability; we cannot guarantee that booked places will be able to be transferred from one group to another.

The key details of the course include the following:

Audience

All Focus Sessions have been designed as supplementary to the BBP ESG for Real Estate Professionals Course, and are open and available to those who have completed the core programme.

Those who would like to register for this focus session without completing the Core Programme first, should complete the Self-Assessment Quiz to ensure they possess sufficient existing knowledge of ESG in a Real Estate context. 

For more information regarding eligibility or to register for the BBP ESG For Real Estate Professionals Core Programme, please view the course page.

Please note that the course has been developed to fulfil a particular industry skills development need and is intended for the audience set out above. The BBP and Hillbreak reserve the right to reject booking requests from individuals that do not fall into eligible categories.

Learning Outcomes

At the end of the course, participants will: 

• Have general awareness of the capital market trends relating to sustainable finance.
• Have greater awareness of how debt products can fit within the ESG investment spectrum and the ability to cite and explain examples of recent sustainable finance precedents and innovations
• Have a better understanding of labelling in debt products
• Be able to explain key industry driven sustainable finance standards and frameworks
• Know about current and emerging regulation impacting upon sustainable lending and borrowing
• Have an understanding of the “use of proceeds” concept and topics and issues to which it can be applied
• Have an understanding of the relationship between ESG issues, credit assessment and the lending process
• Be able to articulate the core components of corporate and house level sustainable finance frameworks

Course outline

The course will be delivered in one 2-hour online session.

This Focus Session has been designed especially for real estate professionals working in either a lending or borrowing context, including fund managers and investment institutions, banks, developers and Real Estate Investment Trusts and private property companies. It explores trends in sustainable finance markets, labelling of debt products as Green, Social, Sustainability, Sustainability-linked (GSSS) or Transition, how debt products can fit within responsible, sustainable or impact investment strategies, emerging regulation relevant to ESG in the debt markets, and key considerations when integrating ESG considerations into the lending or borrowing process.

Pricing

• £250 + VAT per participant

Integrating ESG into Real Estate Investment Management

Bookings for the 2023 BBP Real Estate ESG Training course, delivered by Hillbreak, are now open. Due to the high demand expected and the need to ensure an impactful learning experience for participants, the course is being delivered to groups of between 15-25 individuals. Check the full list of available groups and course dates and make sure that you are booking the right one based on your availability; we cannot guarantee that booked places will be able to be transferred from one group to another. Swapping groups once your course is underway is usually not possible.

The key details of the course include the following:

We’re pleased to announce that this group will, for the first time, be delivered in person over one full day in an exciting new trial of this format. The session will be held at The Space In Marylebone, London and will include lunch and refreshments for all participants.

Group AOM D Course Dates

• Part 1 – ONLINE (2 hours) via Zoom: 8 March 2023 (14:30-16:30)
• Part 2 – In-person in London : 14 March 2023 (9:00-17:30)

Audience

This course has been designed especially for real estate professionals working within an asset management context, including those working for fund management and investment advisory institutions, Real Estate Investment Trusts and private property companies. It is open and applicable to those based in the UK and mainland Europe in the following roles: 

• Fund managers 
• Portfolio and asset managers 
• Investment/ transaction managers 
• Development managers 
• Investor Relations specialists 
• Product development and distribution specialists, especially those looking to incorporate ESG characteristics into new or existing funds 
• Real estate finance professionals and analysts 

Please note that the course has been developed to fulfil a particular industry skills development need and is intended for the audience set out above and in the course prospectus document. The BBP and Hillbreak reserve the right to reject booking requests from individuals or organisations that do not fall into eligible role categories, including, for example those in ESG and sustainability consultancy roles.

Learning Outcomes

At the end of the course, participants will: 

• Have deeper knowledge and understanding of the key environmental, social and governance factors pertinent to commercial real estate investment. 
• Have greater awareness of salient market trends, including investor, lender, occupier and other stakeholder expectations, and the implications of these for real estate portfolios and their managers. 
• Be able to identify the ESG factors that are material to a range of commercial property types, including across the spectrum of investment strategies, from core to opportunistic. 
• Be able to identify and assess ESG-related risks and opportunities to real estate investments in the short and longer-term. 
• Know what needs to be done at each stage of the investment lifecycle to address these ESG-related risks and opportunities – and how to factor these into investment decision-making. 
• Know how to measure, set targets for, track and report on ESG factors, including in relation to risk profile, environmental performance and social impact. 
• Understand the scope and limitations of the principal ESG measurement, benchmarking and certification frameworks, and the role these can play in improving transparency. 
• Be confident in driving forward the environmental and social performance of assets under management, based on a a stronger appreciation of some of the practical interventions that are available

Course outline

For this group, the course will be split into two parts. Part 1, a 2 hour online session, and Part 2, a full day delivered in person in London a week later. A choice of shorter elective modules focusing on key topics available thereafter. The core modules’ principal elements of content will cover the following: 

Module One (Context & Strategic Considerations) 

• ESG drivers and market trends: understanding how investment and operating contexts are changing in response to environmental and societal imperatives. 
• New risks and opportunities: defining key ESG topics, such as Net Zero and social impact, and their application to different property types and asset strategies. 
• Financial and non-financial returns: unpacking the relationship between ESG, property value and investment performance. 
• Measurement and transparency: certification, benchmarking and reporting frameworks applicable at the asset, portfolio and corporate level. 

Module Two (Practical Implementation) 

• Prioritising ESG interventions throughout the property investment lifecycle, including integration into asset business plans and the growing role of sustainable finance. 
• Ways of engaging with other stakeholders, such as occupiers and operating partners, to secure the delivery of ESG interventions and outcomes. 
• Establishing roles and responsibilities, ensuring accountability and incentivising action across the value chain. 
• Market leadership: examples of best practice and innovation from around the sector. 

Pricing

• Participants from BBP Member organisations: £750 + VAT per participant
• Participants from organisations that are not members of the BBP: £1000 + VAT per participant.

Sustainable Finance Elective Module

Bookings for the Sustainable Finance elective module, delivered by Hillbreak, are now open to those who have completed the BBP ESG For Real Estate Professionals course. Due to the high demand expected and the need to ensure an impactful learning experience for participants, the course is being delivered to groups of between 15-25 individuals. Check the full list of available groups and course dates and make sure that you are booking the right one based on your availability; we cannot guarantee that booked places will be able to be transferred from one group to another.

The key details of the course include the following:

Audience

All elective training modules have been designed as supplementary to the BBP ESG for Real Estate Professionals Course, and are only open and available to those who have completed the core modules on the Asset Owners & Managers Pathway or the Advisors Pathway. Elective module bookings from participants who have not completed the aforementioned course will be declined unless they are currently registered on the core modules and due to complete them by their elective module dates.

For more information regarding eligibility or to register for the BBP ESG For Real Estate Professionals course please view the course page.

Please note that the course has been developed to fulfil a particular industry skills development need and is intended for the audience set out above. The BBP and Hillbreak reserve the right to reject booking requests from individuals that do not fall into eligible categories.

Learning Outcomes

At the end of the course, participants will: 

• Have general awareness of the capital market trends relating to sustainable finance.
• Have greater awareness of how debt products can fit within the ESG investment spectrum and the ability to cite and explain examples of recent sustainable finance precedents and innovations
• Have a better understanding of labelling in debt products
• Be able to explain key industry driven sustainable finance standards and frameworks
• Know about current and emerging regulation impacting upon sustainable lending and borrowing
• Have an understanding of the “use of proceeds” concept and topics and issues to which it can be applied
• Have an understanding of the relationship between ESG issues, credit assessment and the lending process
• Be able to articulate the core components of corporate and house level sustainable finance frameworks

Course outline

The course will be delivered in one 2 hour online session.

This module has been designed especially for real estate professionals working in either a lending or borrowing context, including fund managers and investment institutions, banks, developers and Real Estate Investment Trusts and private property companies. It explores trends in sustainable finance markets, labelling of debt products as Green, Social, Sustainability, Sustainability-linked (GSSS) or Transition, how debt products can fit within responsible, sustainable or impact investment strategies, emerging regulation relevant to ESG in the debt markets, and key considerations when integrating ESG considerations into the lending or borrowing process.

Pricing

• £250 + VAT per participant