Compliance of real estate investments with the Taxonomy

We support companies in the construction and real estate industries in ensuring that their construction projects comply with the Technical Screening Criteria of the EU Taxonomy for environmentally sustainable activities.

Regulation 2020/852 of June 18, 2020, on the establishment of a framework to facilitate sustainable investment (the so-called EU Taxonomy) introduced reporting obligations for companies reporting on sustainability issues. Financial institutions, in particular banks, also expect many companies to provide information on the compliance of their capital expenditures (CapEx) with the Taxonomy. For a correct calculation, it is necessary to demonstrate the compliance of these investments with the Technical Screening Criteria (TSC) set out in the Annexes to Delegated Regulations No. 2021/2139 (Climate Delegated Act) and No. 2023/2486 (Environment Delegated Act).

In the case of the construction and real estate industry, demonstrating compliance with the Technical Screening Criteria is a complex task covering the entire investment process, from the preparatory phase, through design, to implementation, involving all participants in the construction process—the investor, designers, and general contractor.

In the course of our experience, we have developed a proprietary cooperation model that allows us to safely guide the project manager supervising the investment through the intricacies of the Technical Screening Criteria and ensure its compliance with all the requirements contained therein.

How will we work together?

Education

We will conduct educational activities for all participants in the construction process.

Technical support

We will provide ongoing technical support during the implementation of the investment. Our experts will accompany the project manager supervising the implementation of the investment at every stage of the investment process.

Tools

We will prepare tools to support progress monitoring and ensure documentation completeness.

Documentation

We will gather evidence of compliance (audit trail).

Report

We will prepare a Taxonomy compliance report

Results of cooperation

We will safely guide the project manager supervising the investment through the intricacies of the Technical Screening Criteria. We will gather evidence of compliance with the taxonomy for audit purposes. We will support the investor in fulfilling their information obligations and meeting the expectations of financial institutions.