Climate Change Data

Custodian Property Income REIT plc

Climate Impact & Sustainability Data (2023-03-31, 2024)

Reporting Period: 2023-03-31

Environmental Metrics

Renewable Energy Share:100% (landlord-controlled sites)

ESG Focus Areas

  • Improving the energy performance of buildings
  • Reducing energy usage and emissions
  • Achieving positive social outcomes and supporting local communities
  • Understanding environmental risks and opportunities
  • Complying with all requirements and reporting in line with best practice

Environmental Achievements

  • Weighted average EPC rating improved from C (61) to C (58)
  • Installed 31 x 62.5kW or 75kW EV chargers (2,125kW/hr capacity) across public facing assets
  • Installed PV on two of six redevelopments and major refurbishments (33%)
  • Installed smart meters at 18 sites (19% of floor areas), with plans for 4 more
  • Switched all landlord-controlled sites to 100% renewable electricity
  • Switched all landlord-controlled sites to green gas

Social Achievements

  • One vacant retail property used by a charity, another's frontage used by local BID
  • New cycle storage and shower facilities installed at Lochside Way, Edinburgh
  • Complied with the Company’s cladding policy within three months of acquisition for all acquisitions made during the year

Governance Achievements

  • Published inaugural ESG Report
  • ESG factors incorporated into all investment due diligence
  • GRESB 'Real Estate' score increased from 49 (2022) to 50 (2023)
  • GRESB 'Developments' score increased from 35 (2022) to 46 (2023)

Climate Goals & Targets

Long-term Goals:
  • Net zero carbon pathway by 2024
Medium-term Goals:
  • Achieve an annual improvement in GRESB score between 2021 and 2025
Short-term Goals:
  • Increase EV charging capacity by 2025
  • Reduce Scope 1 and 2 emissions by 30% by 2025 (landlord controlled)
  • Reduce energy consumption by 15% by 2025 (landlord controlled)
  • Reduce water consumption by 50% by 2025 (landlord controlled)
  • Remove all 'D' EPC ratings by 2027
  • Remove all 'E' EPC ratings by 2025
  • Reduce tenants’ emissions by 20% by 2025

Environmental Challenges

  • Market driven by weight of incoming capital and cheap debt pushed market valuations to unsustainable levels in the face of rising interest rates
  • Decreases in property portfolio valuation due to reduced property market sentiment and investor demand
  • Rising interest rates increasing finance costs
  • Insufficient data coverage for waste to landfill KPI
  • Tenant data collection via a data platform currently covers c. 19% of the Company’s portfolio by floor area
Mitigation Strategies
  • Smaller regional property strategy and focus on income returns demonstrated relative resilience and defensive qualities
  • Active property portfolio diversification
  • Refinanced a £25m variable rate revolving credit facility with a £25m tranche of 10-year debt with Aviva at a fixed rate of interest of 4.10% per annum
  • Intensive asset management of the portfolio
  • Improved tenant engagement

Supply Chain Management

Climate-Related Risks & Opportunities

Opportunities
  • Securing greater tenant engagement and higher rents through MEES compliance

Reporting Standards

Frameworks Used: EPRA Best Practice Recommendations Reporting Framework, GRESB

Reporting Period: 2024

Environmental Metrics

Total Carbon Emissions:13,380 tCO₂e/year
Scope 1 Emissions:645 tCO₂e/year
Scope 2 Emissions:422 tCO₂e/year
Scope 3 Emissions:12,313 tCO₂e/year
Total Energy Consumption:69,050 MWh/year
Water Consumption:168.9 dam³/year
Carbon Intensity:2.26 kgCO₂e/m²/yr

ESG Focus Areas

  • Improving the energy performance of buildings
  • Reducing energy usage and emissions
  • Achieving positive social outcomes and supporting local communities
  • Understanding environmental risks and opportunities
  • Complying with all requirements and reporting in line with best practice

Environmental Achievements

  • Achieved a 13% reduction in operational carbon intensity, resulting in a 33% reduction over the 2021 baseline
  • Increased EV charging capacity by 35% across public-facing assets and 337% across non-public facing assets
  • Installed PV on 6 assets, bringing the total to 15 installations across the portfolio
  • Improved portfolio weighted average EPC score from 58 (C) to 53 (C)

Social Achievements

  • One vacant retail property is being used by a charity
  • Installed defibrillators on 20% of retail park assets
  • Installed changing facilities and secure cycle parking at several locations

Governance Achievements

  • Amended Investment Policy to better align with property and growth strategies
  • Renewed RCF, increasing total funds available from £50m to £75m
  • Appointed a new Director

Climate Goals & Targets

Long-term Goals:
  • Operational net zero carbon by 2050
Medium-term Goals:
  • Achieve 90% reduction in operational carbon intensity by 2050
  • All ‘D’ EPC ratings to be removed or improved by 2027
  • All ‘E’ EPC ratings to be removed or improved by 31 December 2025
Short-term Goals:
  • Annual 5% reduction of operational carbon intensity
  • Increase EV charging capacity
  • Annually install PV on 5% of industrial and retail warehouses

Environmental Challenges

  • Tenant default due to cessation or curtailment of trade
  • Decreases in ERVs resulting in decreases in passing rent
  • Reduced property market sentiment and investor demand
  • Increased cost of arranging or servicing debt
  • Failure to appropriately manage the environmental performance of the property portfolio
Mitigation Strategies
  • Diverse property portfolio covering all key sectors and geographical areas
  • Active property portfolio diversification
  • Investment policy limits the Company’s property portfolio to no more than 50% in any specific sector or geographical region
  • 78% of drawn debt facilities at the year end at a fixed rate of interest
  • Engaged specialist environmental consultants to advise the Board on compliance with requirements and adopting best practice

Supply Chain Management

Responsible Procurement
  • Checks, including anti money laundering checks, conducted prior to transacting any business

Climate-Related Risks & Opportunities

Physical Risks
  • Decreases in ERVs resulting in decreases in passing rent
  • Insufficient electricity supply to maintain tenant requirements for clean energy
Transition Risks
  • Adverse impact of new or revised legislation or regulations
Opportunities
  • Investment in carbon reducing technology

Reporting Standards

Frameworks Used: EPRA Best Practice Recommendations Reporting Framework, GRESB, SECR

Third-party Assurance: Deloitte LLP

Awards & Recognition

  • EPRA sBPR Gold Award (2023)