Sector

Multi-site portfolios, property funds and asset managers

Portfolio-scale compliance, ESG reporting and MEES strategy under one roof.

Portfolio owners and fund managers need consistent compliance data, defensible ESG reporting and a credible MEES uplift plan across every asset. We deliver TM44, EPCs, ESOS and audits at portfolio scale, with a single consolidated reporting layer that feeds GRESB, SECR, CSRD and the asset management plan.

Sector pain points we solve

The challenges that come up over and over again on multi-site portfolios & funds estates — and the angles we take on them.

Fragmented compliance data

Most portfolios inherit different consultants, formats and lodgement gaps per asset — making any roll-up exercise painful and unreliable.

MEES at scale

C-by-2027 / B-by-2030 thresholds shift a meaningful share of typical UK portfolios into stranded-asset territory without a planned uplift programme.

ESG reporting overhead

GRESB, SECR, CSRD and lender questionnaires keep pulling on the same source data — that data has to be one source of truth, not many.

Disposal and acquisition due diligence

Vendor packs and acquisition DD increasingly demand MEES-readiness, EPC trajectory and audit data — sellers without them take a price hit.

What we deliver

A joined-up programme of compliance and advisory work, sized to the sector's realities.

Portfolio-wide TM44, EPC and DEC programmes with consolidated reporting
ESOS Phase 4 Lead Assessor sign-off across the fund or group
MEES exposure modelling across every asset, ranked by intervention priority
Independent Solar PV consultancy for portfolio rollouts
Acquisition and disposal DD packs aligned to ESG standards

Services we lean on for this sector

Common questions

Can you take on a portfolio mid-cycle?

Yes. We routinely inherit mixed-consultant portfolios and rebase them onto a single compliance and reporting standard.

Do you support GRESB / SECR / CSRD?

Yes — our audit and EPC outputs are structured to feed each reporting framework from a single underlying dataset.

Other sectors

Bring your portfolio onto one compliance and ESG plan

Tell us about the portfolio and we'll come back with a fixed scope within one working day.

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