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CapMan Plc

PRI reporting framework 2020

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投資前(投資対象の選定)

PR 04. Incorporating ESG issues when selecting investments

04.1. 組織が不動産投資先を選択する際、通常ESG問題を組み入れているかどうかを記載してください。

04.2. ESG問題を不動産投資の選択に組み入れる際のアプローチを説明してください。

A part of normal investment decision making process relates to evaluation of ESG characteristics of each individual property. At early stage potential property investments are initially evaluated through our ESG Screening Checklist focusing on identifying potential ESG risks and mitigations. During a potential Due Diligence the properties go through a thorough analysis where ESG risks are evaluated in detail by the internal investment team as well as by external sector experts. For example such ESG Due Diligence, carried out by external sector experts, primarily aims to investigate and propose on how we could reduce the energy (including water and waste) consumption and carbon footprint in the property as well as provide real and detailed investment proposals on how we could improve the ESG situation and mitigate ESG risks. 

04.3. 貴社の不動産投資選定プロセスにおいて、どのESG問題が主に考慮されているかを記載し、問題毎に事例を3つまで挙げてください。 

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04.4. 補足情報 [任意]

In property acquisition due diligence phases we have external sector experts carrying out the following services:

  • Legal DD to identify any legal ESG risks and other general risk associated to the property and acquisition,
  • Technical DD to identify the standard and quality of the property and its technical installations as well as reviewing the existence of any environmental issues in the property.
  • Financial DD to review any risks related to the business and management carried out in the property
  • ESG DD to thoroughly investigate the energy situation and energy/ESG performance in the property as well as identifying real investment proposals on how to reduce the energy consumption and improve the overall ESG performance in the property. The ESG DD also includes an initial review and analysis to prepare for future environmental certifications of the property. 

PR 05. Types of ESG information considered in investment selection

05.1. 不動産の投資選定プロセスにおいて組織が主にどのような種類のESG情報を考慮しているかを明示してください。

05.2. これらのESG情報をどのように投資対象選定プロセスに組み込んでいるかについて簡潔に説明して下さい。

Evaluated case by case. At least energy efficiency and existence/potential for environmental certificates (such as LEED and BREEAM) typically a part of DD and investment case.


PR 06. ESG issues impact in selection process

06.1. 報告年度において、ESG問題が不動産投資の選択プロセスに影響を及ぼしたかどうかを明示してください。

06.2. 報告年度に、ESG問題が不動産投資の取引構造化プロセスに影響したかどうかを記載してください。

06.3. 補足情報 [任意]

Typically the analysis of ESG issues relating to energy consumption has an impact on pricing. The review of ESG issues, primarily relating to energy consumption and future energy investments and energy consumption forecasts, forms a vital part of the business plan and directly impacts on pricing as well as forecasted cashflows. 


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