What is the GRESB Lender Assessment?
The GRESB Lender Assessment empowers real estate lenders to efficiently evaluate their internal ESG capabilities and programs, ensuring effective management of related risks and impacts. Through a consistent framework and actionable insights, the assessment helps lenders align with sustainability goals and make more informed decisions regarding their loan book and investments.
Launched as a pilot in 2024, the GRESB Real Estate Lender Assessment will evolve each year to better reflect what the industry considers to be material issues in the sustainability performance of real estate assets from a lender perspective. Lenders can be debt funds, banks, insurance companies, pension funds, sovereign wealth funds, or other governmental entities.
Assessment participants report the data themselves on an annual basis between April 1 and August 1, which will be subject to a validation process before being scored and benchmarked. The result of this process is high-quality, validated data that lenders can use in their engagement processes. The data can also be used to identify risks and opportunities in relation to various regulation schemes, such as those derived from TCFD.
Why participate in the GRESB Lender Assessment
- Establish a consistent method to assess and benchmark your ESG performance, resulting in more transparent investment decision-making
- Optimize your portfolio and identify areas of risk, opportunity, and impact in your loan book
- Capture and steer your current loan book and new loans based on actual reported ESG data
- Systematically improve your investor and borrower engagement while demonstrating your commitment to sustainability
- Gain a clear picture of your loan book’s ESG performance, how it compares against peers, and what you can do to improve
Participants who complete the Lender Assessment receive a GRESB Score and Benchmark Report.
GRESB Real Estate Lender Roundtable
In 2024, GRESB established the Real Estate Lender Roundtable—a collaborative effort to advance sustainability practices and enhance ESG integration in the real estate debt industry. By contributing to the development and refinement of the new GRESB Real Estate Lender Assessment, Roundtable participants are helping shape responsible lending standards.
As a whole, the group aims to promote transparency and drive sustainable growth for the benefit of both investors and society.
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- Jeanne Garza, Affinius Capital
- Jeff Fastov, Affinius Capital
- Katie Pollock, Affinius Capital
- Kuwananh Ezulike, Affinius Capital
- Daren Moss, Ares Management
- Sam Kupersmith, Ares Management
- Sagar Shrirao, ASK Property Investment Advisors Pvt. Ltd.
- Hannah Tillmann, Berkshire Residential Investments
- Robbie Epsom, CBRE Investment Management
- Chris Burgess, CBRE Investment Management
- Nathalie Bruijn, CBRE Investment Management
- Jacob Hurtley, Elevation Advisors
- Ed Gabbitas, EVORA Global
- Jessica Pilz, Fiera Real Estate
- Josephine Benthall, Fiera Real Estate
- Jag Singh, Fiera Real Estate
- Aaron Cameron, First National Financial
- Dave Morrison, First National Financial
- Jose Martinez, Gothaer Asset Management
- Myles Scott, HXE Partners
- Harry Etra, HXE Partners
- Rob Simpson, Ivanhoé Cambridge
- Megan Saunders, Kayne Anderson Real Estate
- Tess Pula, Macquarie Asset Management
- Jim Landau, MetLife Investment Management
- Giuls Kunkel, MetLife Investment Management
- Daymian James, MetLife Investment Management
- Shadi Swoish, PCCP
- Betty Kao, PCCP
- Kathryn Thurston, PGIM Real Estate
- Nisha Agrawal, QuadReal Property Group
- Seanne Stickley, QuadReal Property Group
- Francisca Quinn, Quinn & Partners
- Daniel Pass, Quinn & Partners
- Tony Pringle, Quinn & Partners
- Sam Cherniak, Quinn & Partners
- Darryl Neate, REALPAC
- Matthew Talbot, Roundshield
- Mauricio Serna, Starwood Capital Group
- Evan Garcia, Starwood Capital Group
- Jaxon Wolfe, Starwood Capital Group
- Simon Cholette-Cousineau, TD Asset Management
- Taryn Green, TD Asset Management
- Myles Routly, TD Asset Management
- Jonathan Flaherty, Tishman Speyer
- Colleen Graham, Tishman Speyer
- Kristen Wernick, Verdani Partners
- Shubha Maheshwari, Verdani Partners
You can find Marketing resources for Members and Partners, including a logo for the GRESB Lender Roundtable participants, following this link.
The GRESB Lender Assessment is a systematic process that follows the GRESB Assessment timeline.
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Lenders complete and submit the Lender Assessment to GRESB by the submission deadline. Throughout the reporting process, lenders will have access to a range of online resources to assist them.
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GRESB has established a robust data validation process to underpin the accuracy and reliability of its output. GRESB validation is a check on (a) factual accuracy and (b) logical underpinnings (e.g. clear, sound reasoning) of GRESB Assessment submissions.
GRESB validators check:
- The existence and specific content provided in open text boxes.
- Any additional information provided, including third-party organization names; assurance, audit, certification and verification standards; and the content provided when answering ‘Other’ to an Assessment indicator.
- Content quality of uploaded documents.
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The GRESB Scoring Model is based on an automated system, which uses a technology platform designed for GRESB by a third party that specializes in data analysis software development. The scoring is completed without manual intervention after data input.
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Peer comparisons that take into account country, regional, sectoral, and investment type variations provide a powerful lens through which to benchmark performance. Each participant is assigned to a peer group based on the type of lender and geographical location.
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In October, assessment participants receive their assessment results and the relevant benchmarking reports.
See key dates for the Assessment
- Reference Guide released in mid-March
- GRESB Portal opens for the 2025 GRESB Lender Assessments from April 1st to August 1st
- Launch of 2025 Lender Assessment results on October 1st
Assessment resources
Please refer to the GRESB Resources page to find all key assessment resources. Resources for the GRESB Lender Assessment will be added in the coming months.
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