# Fundamentals Guidance

**Fundamentals** is a low-burden, focused approach for real estate firms to align with sustainability expectations, validate core management practices, and demonstrate progress—building clarity and credibility **before** committing to a [**GRESB Real Estate Assessment**](https://guides.gresb.com/completingassessments/)**.**

It focuses on **17 core management indicators** aligned with the GRESB Real Estate Standard and recognized as good practice across the sector. Together, they establish a practical baseline for sustainability management and disclosure.

***

## **How is the assessment organized?**

<details>

<summary><strong>Assessment Levels</strong></summary>

<table><thead><tr><th width="145.6484375">Level</th><th width="540.55859375">Description</th></tr></thead><tbody><tr><td><strong>Aspect</strong></td><td>The Fundamentals Assessment is made up of several aspects, which group together related themes. For example, within the <em>Governance</em> aspect, there are indicators about sustainability leadership and decision-making.</td></tr><tr><td><strong>Indicator</strong></td><td>Indicators are specific, measurable questions used to assess performance within an aspect (e.g., “<em>Does the entity have a sustainability taskforce or committee</em>?”). </td></tr></tbody></table>

</details>

### Entity & Reporting Characteristics \[Not Scored]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.359375"></th><th width="161.03125"></th><th width="161.18359375"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicators</td><td><i class="fa-flag">:flag:</i> Topics</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/pages/rLkPaoSUhDQpxqn6TXbA" class="button secondary">EC1-4</a></td><td><strong>Entity Characteristics</strong></td><td>Not scored</td><td>Not required</td></tr><tr><td><a href="/pages/W84fdD0pjYsFpohsLX9a" class="button secondary">RRC1-6</a></td><td><strong>Reporting Characteristics</strong></td><td>Not scored</td><td>Not required</td></tr></tbody></table>

### Commitments \[1 Point]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="249.70703125"></th><th width="159.78125"></th><th width="160.84765625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td><i class="fa-flag">:flag:</i> Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/pages/4RbaxComv0QULNnTlKzm#le1-sustainability-leadership-commitments" class="button secondary">RLE1</a></td><td><strong>Sustainability Commitments</strong></td><td>Not scored</td><td>Required<br><sub><em>Not validated</em></sub></td></tr><tr><td><a href="/pages/4RbaxComv0QULNnTlKzm#le2-sustainability-objectives" class="button secondary">RLE2</a></td><td><strong>Sustainability</strong> <strong>Objectives</strong></td><td>1 Point</td><td>Required</td></tr></tbody></table>

### Governance \[2 Points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.66015625"></th><th width="159.92578125"></th><th width="161.34375"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td><i class="fa-flag">:flag:</i> Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/pages/J0m4pdxBgGUPBdesCBRM#rle3-sustainability-taskforce-committee" class="button secondary">RLE3</a></td><td><strong>Sustainability Taskforce</strong></td><td>1 Point</td><td>Not required</td></tr><tr><td><a href="/pages/J0m4pdxBgGUPBdesCBRM#rle4-sustainability-climate-related-and-or-human-capital-senior-decision-maker" class="button secondary">RLE4</a></td><td> <strong>Senior Decision Maker</strong></td><td>1 Point</td><td>Not required</td></tr></tbody></table>

### Policies \[4.5 points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.2890625"></th><th width="160.41015625"></th><th width="158.75390625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td>Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/pages/8msoIa3ifN2tb2qPAPOq#po1-environmental-policies" class="button secondary">RPO1</a></td><td><strong>Environmental Policies</strong></td><td>1.5 Points</td><td>Required</td></tr><tr><td><a href="/pages/8msoIa3ifN2tb2qPAPOq#po2-social-policies" class="button secondary">RPO2</a></td><td><strong>Social Policies</strong></td><td>1.5 Points</td><td>Required</td></tr><tr><td><a href="/pages/8msoIa3ifN2tb2qPAPOq#po3-governance-policies" class="button secondary">RPO3</a></td><td><strong>Governance Policies</strong></td><td>1.5 Points</td><td>Required</td></tr></tbody></table>

### Risk Assessment \[3.75 Points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.2890625"></th><th width="160.41015625"></th><th width="158.75390625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td>Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/pages/qQOlFAEdo8evIdcR12c7#rm3.1-social-risk-assessments" class="button secondary">RRM3.1</a></td><td><strong>Social Risk Assessments</strong></td><td>0.25 Points</td><td>Required</td></tr><tr><td><a href="/pages/qQOlFAEdo8evIdcR12c7#rm3.2-governance-risk-assessments" class="button secondary">RRM3.2</a></td><td><strong>Governance Risk Assessments</strong></td><td>0.25 Points</td><td>Required</td></tr><tr><td><a href="/pages/qQOlFAEdo8evIdcR12c7#rm4.1-sustainability-due-diligence-for-new-acquisitions" class="button secondary">RRM4.1</a></td><td><strong>Sustainability Due Diligence for New Acquisition</strong></td><td>0.25 Points</td><td>Not required</td></tr><tr><td><a href="/pages/qQOlFAEdo8evIdcR12c7#ra1-risk-assessments-for-standing-investments" class="button secondary">RRA1</a></td><td><strong>Risk Assessments</strong></td><td>3 Points</td><td>Required</td></tr></tbody></table>

### Stakeholder Engagement \[5 Points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.2890625"></th><th width="160.41015625"></th><th width="158.75390625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td>Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/pages/5FvUFXR6i8KmdRYmPH8Z#rse6-supply-chain-engagement-program" class="button secondary">RSE6</a></td><td><strong>Supply Chain Engagement Program</strong></td><td>1.5 Points</td><td>Not required</td></tr><tr><td><a href="/pages/5FvUFXR6i8KmdRYmPH8Z#rse8-stakeholder-grievance-process" class="button secondary">RSE8</a></td><td><strong>Stakeholder Grievance Process</strong></td><td>0.5 Points</td><td>Not required</td></tr><tr><td><a href="/pages/5FvUFXR6i8KmdRYmPH8Z#rtc1-tenant-engagement-program" class="button secondary">RTC1</a></td><td><strong>Tenant Engagement Program</strong></td><td>1 Point</td><td>Not required</td></tr><tr><td><a href="/pages/5FvUFXR6i8KmdRYmPH8Z#rtc6.1-community-engagement-program" class="button secondary">RTC6.1</a></td><td><strong>Community Engagement Program</strong></td><td>2 Points</td><td>Not required</td></tr></tbody></table>

### Monitoring \[2 Points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.2890625"></th><th width="160.41015625"></th><th width="158.75390625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td>Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/pages/1QWjMpJYeF9IV7NyiP6f#rse7.1-monitoring-property-asset-managers" class="button secondary">RSE7.1</a></td><td><strong>Monitoring Asset Managers</strong></td><td>1 Point</td><td>Not required</td></tr><tr><td><a href="/pages/1QWjMpJYeF9IV7NyiP6f#rse7.2-monitoring-external-suppliers-service-providers" class="button secondary">RSE7.2</a></td><td><strong>Monitoring External Providers</strong></td><td>1 Point</td><td>Not required</td></tr></tbody></table>


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