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ESG Considerations for Real Estate Investment and Finance: Key Provisions, ESG Due Diligence, and Asset Management

Recording of a 90-minute premium CLE video webinar with Q&A

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Conducted on Tuesday, March 15, 2022

Recorded event now available

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This CLE webinar will discuss the increasing focus on environmental, social, and governance (ESG) in real estate finance and investment and the issues real estate investment funds should consider in implementing ESG initiatives in their portfolios. The panel discussion will include ESG due diligence, provisions in fund agreements, and incorporating ESG goals and metrics into real estate asset management.


ESG criteria are increasingly applied to screen real estate loans and investments, focusing on measuring real estate portfolios against environmental sustainability benchmarks. Investment managers must understand the ESG attributes in their investments for economic benefits and address the concerns of investors, regulators, and lenders.

Properties are already experiencing rising insurance premiums in regions that have experienced climate-related natural disasters. Investment managers must show lenders and investors the steps they are taking to mitigate any financial loss that may arise due to climate change.

ESG due diligence might involve the assessment of utility bills, energy audit reports, certifications, surveyors' reports, and independent databases such as geospatial databases and flood records. Investors and lenders might also seek information regarding tenants to screen out sectors such as gambling or arms manufacture.

Asset managers must also have systems in place to monitor ESG issues post-acquisition, including ways to measure and report on energy/water use, greenhouse gas emissions, waste management, and tenant engagement. Each asset should have an action plan, with periodic review and revision over time.

Listen as our authoritative panel discusses ESG considerations in real estate finance and investment and the actions investment funds and asset managers should take to meet the demands of ESG-oriented investors.



  1. What does ESG mean for the real estate industry
    1. What are the material elements of ESG specific to real estate
    2. Which are getting the most attention right now
    3. How important are they for both compliance and returns
  2. What about commitments to climate: carbon neutral or net zero
    1. Who is making them
    2. What changes are they driving in the industry
  3. How are companies and investors in the real estate industry minimizing the chances of green-washing
    1. Review of data available
    2. Measurement, benchmarking, and reporting
  4. How should ESG be considered in investments
    1. Diligence
    2. Portfolio management: companies and assets
  5. What about in development
    1. What is the best new technology to "green" existing buildings and new construction
  6. How does ESG drive value in the real estate
    1. Value of underlying assets/properties/rentals
  7. What is the current regulatory/compliance framework and how do we expect it to change over the next 12-24 months
  8. What is next for ESG in real estate


The panel will review these and other vital issues:

  • To what degree are ESG considerations driving real estate fund investing in today's market?
  • How might environmental and climate change considerations figure into the valuation of a real estate asset?
  • What kinds of due diligence can be conducted on an asset to screen for ESG issues?
  • What kinds of tools and metrics can asset managers employ to monitor the ESG performance of a real estate portfolio?


Mac Cormac, Susan
Susan H. (Suz) Mac Cormac

Partner; Chair of the Energy and Social Enterprise and Impact Investing Practices
Morrison & Foerster

Ms. Mac Cormac’s practice focuses on late-stage financings, secondaries, and other corporate transactions for...  |  Read More

Tether, Thomas
Thomas E. Tether

Of Counsel
Morrison & Foerster

Mr. Tether has 30 years of experience in real estate, finance, construction, and corporate law. His experience includes...  |  Read More

Jin, Angela
Angela Jin

General Counsel
First Street Foundation

Ms. Jin is the General Counsel for First Street Foundation, a nonprofit research and technology group dedicated to...  |  Read More

Wilder, Suzanne
Suzanne L. Wilder

General Counsel
CGI Merchant Group

Ms. Wilder brings over 10 years of commercial real estate experience to CGI Merchant Group LLC. She has handled...  |  Read More

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