Most valuers treat sustainability as a footnote. Most ESG advisors have never
defended a number in front of a lender. I do both, on the same portfolios,
in the same week.
That combination is not a résumé line — it is a methodology. When I run an
EU Taxonomy alignment on a bank's real estate book, I am reading the same
rent rolls, the same lease structures and the same capex assumptions that I
would read for an open market valuation. The screening criteria stop being a
compliance exercise and start being an input to value.
My background is deliberate rather than accidental: a double major in
Sustainability and Geography with a GIS minor, a master's in Computational
Finance now in progress, and four years of institutional valuation practice
between them. Spatial data, cash-flow modelling and climate policy are not
three separate skills here. They are one argument.