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Completing a GRESB submission using Scaler

Complete a GRESB submission in Scaler — from portfolio setup through spreadsheet generation to the indicators you enter manually in the GRESB Portal.

This article covers steps and settings specific to GRESB submissions. It assumes you are already familiar with how to enter data in Scaler and focuses on what is unique to the GRESB workflow. For the full data collection and report generation process, see the 2026 Reporting Guide — During Season.


Overview

Follow these four steps in order. Each maps to a section below. The Rules and nuances section is reference material you dip into only when a specific GRESB nuance applies.

  1. Set up portfolio settings: reporting year type, units, currency, emission factors, maximum floor area coverage. (Step 1)
  1. Choose your generation options and create a draft: asset groups, like-for-like, estimated meter data. Drafts can be generated with blocking issues still open, so test-upload to the GRESB Portal early. (Step 2)
  1. Lock your data, resolve all blocking issues, then Generate & Save the final report. See Data locking (Period Lock). (Step 3)
  1. Manually enter the remaining indicators in the GRESB Portal: Risk Assessment, Tenants & Occupier, Building Measures. (Step 4)

Scaler also offers an optional guided Workflow tab (Reports Portal → GRESB report → Workflow) that walks through this as an 11-step checklist. It's optional and changes nothing about how the report is built.

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Generate a draft submission and upload it to the GRESB Portal well before the deadline. GRESB doesn't publish an exhaustive list of validation rules — uploading early serves as an additional validation check in the portal itself and helps surface any submission-specific issues in time for review and resolution. When GRESB returns validation errors not yet surfaced in Scaler, share them with your Account Operations representative so they can be built into the platform.


Step 1 · Set up portfolio settings

One-time alignment between Scaler and the GRESB Portal. Complete these before generating any outputs.

Reporting year type

Scaler defaults to calendar year. Fiscal year reporters must enable it manually in Data Collection Portal → Portfolio → Settings.

Unit system and currency

Two settings must align with your GRESB Portal entity:

  • Unit system – Reporting output must match the unit system set for RC3 in the GRESB Portal
  • Portfolio currency must match the currency set for RC1 in the GRESB Portal

Navigate to Data Collection Portal → Portfolio → Settings to confirm. Mismatches will cause reporting outputs to differ from what the GRESB Portal expects.

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Emission factors

Verify all location-based emission factors before generating the GRESB Asset Spreadsheet. If your submission requires market-based GHG emissions, also configure market-based factors. Navigate to Data Collection Portal → Portfolio → Emission Factors.

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Maximum floor area coverage

GRESB scores factor in how much of each asset's floor area has data coverage. If your meters only cover part of the floor area but consumption exists across the full building, your GRESB data coverage will be incorrect unless you configure the maximum coverage settings. These GRESB coverage figures also surface in other reports (e.g. the GRI Annual report), so correcting them here improves those outputs too.

This section covers how to configure the setting. For which option to use for a given area (placeholder meter vs the coverage toggle), see Maximum Floor Area must cover GFA below. Landlord vs tenant control is a separate per-meter setting (Area type), covered in the FAQ.

Navigate to Data Collection Portal → Portfolio → Settings → Maximum Coverage and enable Configure coverage defaults. Set a start year (typically 2025) and configure the Covers full area toggles per resource (electricity, DHC, fuels, water, and waste) and the Area type default.

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Only enable Covers full area when consumption genuinely exists across the entire floor area for that area type. If consumption is partial — for example, only some floors have gas supply — leave the toggle OFF and use placeholder meters: consumption left blank for portions that have supply but no meter data, and consumption recorded as 0 for portions with no energy supply at all (a true zero counts as covered, so the full floor area is still reported to GRESB). Overstating coverage will inflate your GRESB data coverage metrics; see Maximum Floor Area must cover GFA below for the full rule.

For asset-level overrides, go to Data Collection Portal → Asset List → [Asset name] → Meters & Consumption and adjust per energy type.

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For full guidance, including a visual explanation of the three coverage scenarios and migration steps from placeholder meters, see Configuring maximum floor area coverage settings.


Step 2 · Choose generation options and create a draft

Once your data is entered and settings are confirmed, generate the GRESB Asset Spreadsheet from Reports Portal → GRESB report. Select the GRESB report and click Generate.

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The generate report modal includes options for pre-acquisition data, asset groups, and estimated data. Each is covered below.

Pre-acquisition data for like-for-like

The Include available pre-acquisition performance data toggle in the generate report modal controls whether Scaler includes data from before the acquisition date in like-for-like calculations.

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By default, Scaler calculates like-for-like performance using data from the period of ownership only. If your GRESB submission requires pre-acquisition data, check this option when generating.

GRESB criteria for including pre-acquisition data

Based on Scaler's interpretation of the GRESB Reference Guide, pre-acquisition data may be included in like-for-like calculations when all of the following criteria are met:

  • A minimum of 355 days of data is available, including from the period prior to ownership
  • Data coverage is positive
  • Year-over-year data coverage remains consistent within a 1% margin
  • The asset qualifies as a Standing Investment

If these criteria are satisfied, the asset may be included in like-for-like analysis using the full-year data.

Asset groups

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Asset group features in GRESB, including Automated aggregation, are available to Scale license clients only and is controlled by a feature flag. Contact your Account Operations representative to enable access.

If your portfolio includes asset groups, check the Include asset groups in the report option when generating.

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Before an asset group can be included in a GRESB submission, it must exist as an asset in the GRESB Portal with its ID pasted into the GRESB Asset Group ID field in Scaler. This is different from regular assets — which can be exported to the spreadsheet first and receive their GRESB Asset ID on upload — so asset groups need the ID in place beforehand.

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You then have three output modes, controlled by two sub-options in the generate modal:

  • Manual (both sub-options off) — The report exports one row per asset group plus one row per underlying member asset. Member rows are highlighted in purple and flagged in column A for review. You fill in the aggregated values in the asset group row yourself and delete the purple member rows before uploading.
  • Automated (Auto-aggregate member data into group rows on, Include member rows for audit off) — Scaler computes group-level values from each group's member assets and writes them into the asset group row across all tabs. Only group rows appear in the spreadsheet. Submission-ready.
  • Automated with audit (both sub-options on) — Scaler computes group rows automatically and keeps member rows visible below each group for verification. Delete member rows before uploading.

Screenshots below show the modal sub-options, then the Manual-mode spreadsheet output, then the Automated-with-audit spreadsheet output.

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When automated aggregation is turned on, the report is delivered as a zip file containing the GRESB Asset Spreadsheet and an error_log.txt file. The error log flags any asset groups where Scaler could not aggregate cleanly, typically because member assets have inconsistent values for fields that must be uniform across the group.

Fields that must be uniform across all member properties of an asset group:

  • Building / asset status (e.g. In operation vs In development)
  • Whole building tenant controlled (i.e. whether each member is reported as whole-building or as base building + common areas)
  • Whole building flag (Energy)
  • Standing investment Status

When these values are inconsistent within a group, Scaler cannot aggregate cleanly and skips the affected columns at the asset-group level. For energy, this means all energy columns are dropped from that group's row in the spreadsheet, and the error log captures an entry like:

Error 31
Sheet: Energy
Asset group: [group name]
Column: whole_building
Message: not all assets have same value for whole_building, all other energy columns are skipped
Year: [year]

How to resolve:

  1. Decide upfront whether the asset group reports as whole-building or as base building + common areas. Both setups are valid GRESB representations, but every member property in the group must follow the same one. This is a portfolio-level operational decision and needs to be aligned internally first.
  1. Align the meter setup of all underlying properties within the group accordingly.
  1. Resolve any blocking issues flagged on the underlying assets, since these also prevent clean aggregation at the group level.
  1. Re-generate the report and confirm the error log is clean.
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Whenever member asset rows appear in the spreadsheet (Manual or Automated with audit mode), delete them across every tab before uploading to the GRESB Portal. Any member rows that remain will be included in the submission.

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In the Manual flow, if the asset group row references a formula that depends on underlying member rows, copy the calculated value and paste it as a value only (Ctrl+C → Paste Special → Values) before deleting those rows. Formulas will return errors or empty values once their source rows are gone.

The full field-by-field aggregation methodology is available on request — contact your Account Operations representative.

Estimated meter data

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Beta — feature flag. The estimation mode selector is currently in beta and available only to clients who have requested access. Clients without the feature flag continue to receive all client-provided estimates in their GRESB report by default — the flag only gates the mode selector, not the underlying data inclusion. Contact your Account Operations representative to enable it. Test the output before relying on it for a final GRESB submission.

The Include estimated data toggle in the generate report modal controls whether and how client-entered estimates are included in the GRESB Asset Spreadsheet export. When toggled off, all meter data entered via the Manual estimate and Standard consumption (postal code) monitoring methods is excluded from the report, which may significantly reduce coverage. Waste data registered via Estimation (Number of bins) is not affected: despite the name, bin-count registration counts as collected data and remains in the report when the toggle is off.

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When enabled, three estimation modes are available:

  • All client-provided estimates (default) — exports all client-entered estimated data without validation. GRESB estimation rules are not enforced, so output may exceed GRESB limits. Use this if you validate compliance outside Scaler.
  • GRESB-compliant, client-provided estimates (BETA) — validates client-entered estimates against GRESB rules. Scaler checks data against the 20% and 3-month limits and excludes non-compliant estimates. Resulting gaps remain unfilled.
  • GRESB-compliant, client-provided estimates + linear extrapolation (BETA) — validates and fills gaps automatically. Scaler excludes non-compliant data, then fills remaining gaps using Scaler's linear extrapolation model, up to GRESB limits.

By default the toggle is on with All client-provided estimates selected. Scaler remembers the last estimation mode used for each portfolio's GRESB report.

Whenever Include estimated data is enabled, the download also contains an Estimations Audit workbook (file suffix Estimations Audit.xlsx) that breaks every reported figure into its actual, estimated, and extrapolated components, including a time-based Percentage estimated per value: the fraction of estimated days in the reporting period. See Understanding the GRESB Estimations Audit Report. For the full estimation logic and how each GRESB rule is enforced, see GRESB estimation model methodology.

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100% completion can still export empty categories. If a category's data is estimate-based and Include estimated data is off at generation, that category comes back empty in the export even when data completion shows 100% in both Scaler and GRESB. This is working as designed, not a bug: completion counts the entered estimates, but the export excludes them. When a client reports "missing" data despite full completion, check whether the data is estimate-based and whether estimates were included at generation.

GRESB estimation rules reference

Scaler enforces GRESB's official estimation constraints automatically in the compliant modes:

  • The 20% rule — estimated data may not cover more than 20% of the longest continuous period for which actual data is available
  • The 3-month cap — no more than three months may be estimated across both reporting years combined
  • Same-data-type matching — estimates must correspond to the same resource type
  • Prohibited practices — no full-year estimation from prior year data, no cross-area proration, no national benchmarks

These rules apply to Energy, GHG, Water, and Waste in the Performance Component.

For the full GRESB specification, see: GRESB 2026 Estimation Rules


Step 3 · Resolve blocking issues and generate the final report

Scaler lets you generate a draft GRESB ALS at any time, even when assets have outstanding blocking issues (missing data alerts). This is useful for early test uploads to the GRESB Portal during the workflow.

Before generating the final ALS for submission, resolve all blocking issues across the portfolio. A blocking issue is not isolated to the section or field it flags — it can disrupt back-end calculations elsewhere in the spreadsheet too, so a single unresolved blocker can leave the rest of an asset's data unreliable. Some blockers also trigger GRESB validation errors on upload regardless of how the rest of the spreadsheet looks (see Active meters required per material category below).

To review blocking issues for a portfolio: Data Collection Portal → Portfolio → Alerts → Blocking Issues. To review them for a single asset: Data Collection Portal → Asset → Overview → Blocking Issues.

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How a blocking issue is resolved can affect your GRESB score. For example, setting a Renewable Energy Contract field to Unknown clears the blocking alert in Scaler but may stop GRESB from awarding market-based claim or procurement quality points. Choose the resolution that best reflects the underlying data, not the one that just clears the alert.

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Step 4 · Complete entries in the GRESB Portal

Some GRESB indicators are not included in the GRESB Asset Spreadsheet and must be entered manually in the GRESB Portal. Scaler surfaces the aggregated values you need in Analytics Portal → Portfolio → Scores, under the Risk Assessments, Tenants & Occupier, and Building Measures dashboards. Each indicator view shows a blue banner confirming the figure can be used directly to fill in the corresponding GRESB indicator.

Indicators calculated here include:

  • Risk Assessments
    • RA1
  • Tenants & Occupier
    • TC1 (Tenant engagement program)
    • TC3 (Fit-out & refurbishment program)
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These indicators are not exported in the GRESB Asset Spreadsheet. You must copy the values from Analytics Portal → Portfolio → Scores and enter them manually in the GRESB Portal.

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Rules and nuances

Reference material — things to know so your data and expectations line up with how GRESB treats them. Some are rules you act on (for example fixing a blocking validation), others are nuances to know. Read the one that applies when you hit it.

Asset status & operational data: Standing Investments vs. New Construction and Major Renovation

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GRESB treats assets differently depending on their reporting status. Operational performance data (energy, GHG, water, and waste) is only exported for assets marked as Standing Investment. Assets marked as New Construction Project or Major Renovation Project are excluded from the operational performance sections of the GRESB Asset Spreadsheet by design, even when consumption data exists in Scaler.

Set the GRESB status on each asset under Data Collection Portal → Asset list → [Asset] → Reporting data → Status. The field accepts Standing Investment, New Construction Project, or Major Renovation Project. Scaler tracks status history with start and end dates, so an asset can shift between statuses across reporting years without losing the trail.

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When operational data appears in Scaler but not in the GRESB Asset Spreadsheet export, check the asset's GRESB status first. If it is set to New Construction Project or Major Renovation Project, the export is working as designed — per GRESB rules, those assets are excluded from the operational performance sections.

Active meters required per material category

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For every asset, GRESB requires at least one active meter in Scaler for each material category — energy, water, and waste. Without an active meter, the asset's data coverage for that category cannot be computed, and GRESB returns a validation error on upload to the GRESB Portal. GRESB also requires an active meter in the previous reporting year, not just the current one, for each material category. This is the two-year lookback and it applies to energy, water, and waste alike.

This applies even when an asset has no consumption to record and even when the GRESB Asset Spreadsheet appears to generate successfully in Scaler — the empty cells will fail validation at the upload step.

Why GRESB requires this — every building is assumed to have some energy use, water use, and waste output somewhere across its floor area. Scaler cannot infer the source type or the floor area covered without an explicit meter, so the meter has to be created even when no consumption is actively collected against it. GRESB also needs the data coverage value for each category, which cannot be computed without a meter.

What to do when an asset has no meter for a required category:

  • Create at least one active meter for the missing category in Data Collection Portal → Asset → Meters & Consumption. Ensure meters are active in both the current and the previous reporting year, for each material category, per GRESB's two-year lookback.
  • If the resource only supplies part of the floor area, set the meter's Covered area to reflect the actual supplied portion. The covered area should describe where the resource physically reaches, not where you happen to have metered.
  • For energy categories only (electricity, DHC, fuels), if the full floor area is supplied but only part is metered, enable the maximum floor area coverage toggle for the relevant area type + energy category. This signals that the resource supplies the whole asset even though metering is partial. The toggle is now available for water and waste as well as energy. It only adjusts coverage where at least one active meter already exists for that category. If a category has no meter at all, you still need to add one, since GRESB requires at least one active meter per category. See Configuring maximum floor area coverage settings.

If unsure which approach fits the asset, contact your Account Operations representative.

Maximum Floor Area must cover GFA

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GRESB requires the Maximum Floor Area to reach the floor area of each area type, the Gross Floor Area (GFA) for a whole-building meter. This applies across resources and is enforced in the GRESB portal itself.

  • Whole Building: Maximum Floor Area must equal GFA. The portal flags must be equal to size.
  • Split into Common and Tenant areas: GRESB checks each area type on its own, not as one pooled total across the asset. Common-area meters must reach at least the Common-area floor area, and tenant-area meters at least the Tenant-area floor area. The portal flags Sum of maximum floor areas must be greater than or equal to size.
  • Energy sources add up. Electricity, fuels and DHC each carry their own Maximum Floor Area, and GRESB expects them to sum to the area's floor area. Electricity alone does not have to reach GFA, as long as the sources together account for the full area.
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  • Covered Area (the area a meter actually has data for) must be less than or equal to the floor area.
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A resource that doesn't reach the full area still needs its Maximum Floor Area to get there. How you fill the gap depends on what the area is. Start with one question: is energy actually supplied to that area?

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  • No supply / genuinely no consumption (e.g. a structural vacancy): add a placeholder meter sized to the area with consumption recorded as 0. A 0 reading counts as Covered, so it meets the GFA requirement and keeps your data coverage.
  • Supplied but not collected (a real data gap): add a placeholder meter for the uncovered area. This increases the Maximum Floor Area to GFA, which satisfies GRESB's requirement, but because consumption is left blank (null), Floor Area Covered stays at your actual metered area. Your coverage percentage drops accordingly, which is the accurate result for a real data gap. Use a placeholder for one or a few gaps; use the Maximum Coverage toggle when many units span a whole area type (e.g. residential).

The consumption value is the difference: 0 means "known, none here" and holds coverage; null means "not collected" and lowers it. Never resolve the block by deleting meters.

To configure the toggle across a portfolio or per asset, see Configuring maximum floor area coverage settings.

Water meters on whole-building tenant-controlled assets

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When an asset is reported as Whole Building and every active energy meter uses the Area type value Whole Building - Tenant Controlled, GRESB requires water to be reported at whole-building level too. Scaler enforces this at input and blocks the submission if water sits on a different level.

  • Trigger: every active energy meter has Area type set to Whole Building - Tenant Controlled.
  • Requirement: water meters must also use a whole-building Area type (Whole Building - Tenant Controlled or Whole Building - Landlord Controlled).
  • If not: you get the blocking error "If Energy meters are reported on Whole Building - Tenant Controlled, Water meters must be reported on Whole building level for GRESB."
  • Exception: if the energy meters are not all Whole Building - Tenant Controlled, water can be reported on Shared Services and/or a tenant-space area type (e.g. Tenant Space - Tenant Controlled).

Fix: move the water meter(s) to a whole-building Area type, or correct the energy meters' Area type if the asset is not actually whole-building tenant-controlled.

On-site renewable electricity and covered area

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For 2026, on-site energy counts toward Floor Area Covered in the GRESB Asset Spreadsheet, so an asset whose only energy is on-site is no longer left with blank coverage. This applies to the spreadsheet's covered-area columns; Scaler's in-platform GRESB coverage % still uses the prior logic this reporting season, so the two figures can differ. See the FAQ below for detail.

Certifications: GRESB inclusion rules & Scaler granularity mapping

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Scaler surfaces the rules below as inline, non-blocking warnings directly on the asset's Certifications page whenever a GRESB report is enabled for the asset. Selecting a NABERS rating, a BREEAM In-Use certification, or a certification GRESB does not recognize (for example 2000-Watt Site or the ILFI Core Green Building Certification, which are excluded from the export) shows the applicable guidance at the point of entry. The warnings are advisory: you can always save the certification.

Certification reporting in the GRESB Asset Spreadsheet follows three rules that apply across all certification types (e.g. EPCs, NABERS, BREEAM In-Use, and other operational/design/construction and energy ratings):

  • Up to five certifications and five energy ratings per asset may be reported to GRESB
  • If multiple entries share the same level, only one entry per level is reported, and the covered area is capped at the asset's Gross floor area (GFA)
  • Expired and forward-looking certifications are automatically excluded:
    • Expired — certifications that expired before the reporting year. For example, if the reporting year is 2025, a rating that expired in 2024 is excluded; one that expired during 2025 is included.
    • Forward-looking — certifications not yet achieved (e.g. projected or target certifications).

Valid date obtained / expiration

Scaler captures any certification whose Date obtained falls within the reporting year + 6 months. The 6-month buffer picks up certificates obtained shortly after year-end that still apply to the reporting year, which is common given administrative lag at certifiers. Certificates with a Date obtained outside this window are reported in the next GRESB cycle.

Please note that GRESB considers the certification year to be the year which reflects the actual performance period covered by the certification. It's not the year in which the submission process was completed, or in which the certificate was issued.

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New in the 2026 GRESB cycle. Certifications that expired before the start of the reporting period are no longer permitted in the GRESB Asset Spreadsheet, and Scaler now excludes them automatically.

This is a change GRESB introduced for 2026 (BC1.2 guidance). In earlier cycles, GRESB still awarded reduced points for recently expired certifications, so Scaler included them — this was correct under the rules at the time. If you reported with Scaler in 2025 and saw expired certifications appear in your export, that was expected then. For 2026, the new exclusion is applied for you automatically, with no action needed on your side.

Granularity mapping:

Record certifications at their native, granular level in Scaler. Scaler handles the aggregation, capping, and exclusion logic for GRESB export automatically.

Energy Performance Certificates (EPCs)

Where an asset has multiple certifications at the same rating level — for example, separate certificates for individual units within a building — Scaler sums their covered floor areas and caps the total at the asset's GFA, reporting a single entry per rating level. GRESB does not distinguish between EPC versions (e.g. A2015, A2020) — all are reported by rating level (A–G) with floor area aggregated per level.

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EU EPC top label. The GRESB ALS caps the EU EPC scale at EU EPC - A++++. If an asset's label is EU EPC - A+++++, Scaler maps it to EU EPC - A++++ in the GRESB output, since that is the highest value the ALS accepts. This is expected and does not affect other ratings.

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NABERS

In the GRESB Asset Spreadsheet, NABERS Energy is reported directly. GRESB also includes a NABERS / Multi-rating category, which requires at least three of the four NABERS ratings (Energy, Water, Waste, Indoor Environment) to be held.

In Scaler, NABERS Energy is recorded under Group = Energy rating. Water, Waste, Indoor Environment, and Multi-rating are recorded under Group = Operational certifications. The Multi-rating must be selected separately in Scaler as its own certification entry — it is not generated automatically when multiple individual NABERS ratings are recorded. Only select it when the GRESB criteria are met.

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BREEAM In-Use

In the GRESB Asset Spreadsheet, BREEAM In-Use is reported as a single category — BREEAM/In Use — without distinguishing between parts. Scaler automatically maps part-level entries to this category on export.

In Scaler, BREEAM In-Use can be recorded at part level: Part 1 (Asset Performance), Part 2 (Building Management), and Part 3 (Occupier Management). Where multiple parts have different levels (e.g. Excellent and Outstanding), each is reported as a separate entry. Where multiple parts share the same level, Scaler aggregates the covered area and caps the total at the asset's GFA.

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GRESB requirements and interpretation may change over time, and their published guidance and Helpdesk responses are not always consistent. Always refer to the latest GRESB Reference Guide, and contact the GRESB Helpdesk directly for edge-case questions specific to your portfolio. Scaler is not a contracted GRESB member, so we cannot escalate clarification requests on your behalf.

From GRESB Guides

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Joint venture assets

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For assets co-owned across multiple funds or portfolios, see the Joint ventures: asset setup and data collection guide for guidance on how to structure consumption, floor area, and ownership data in Scaler, and how this maps to GRESB reporting requirements.

Heat pumps and CHP systems

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Heat pumps and CHP systems are different and are reported differently.

A CHP burns a fuel to generate electricity and heat on site. GRESB's published FAQ instructs participants to report the fuel input only and exclude the generated electricity and heat, to avoid double-counting. Set the output meters to Include in calculations = OFF.

A heat pump uses electricity as its input to produce heat. Reporting both the electricity input and the heat output records more energy than the asset actually purchased, because a heat pump delivers more heat than the electricity it consumes, which inflates reported energy and EUI. GRESB has not published guidance on how heat pumps should be reported, so confirm the approach for your asset with the GRESB Helpdesk before submitting.

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If your portfolio includes assets with heat pumps or CHP systems, contact the GRESB Helpdesk directly to confirm which approach applies to your specific configuration before submitting. Reference: GRESB EN1 Operational Energy FAQ.

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F-gas and fugitive emissions

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As of the 2026 GRESB Real Estate Assessment, fugitive emissions are not captured in the GRESB assessment. Participants are only required to report GHG emissions related to the energy consumption of each asset. You do not need to include F-gas data in your GRESB Asset Spreadsheet. For details, see the GRESB 2026 GH1 Scope 1–3 emissions guidance.

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RM6.2 Transition Risk: financial-outcome evidence

GRESB RM6.2 (Transition Risk Impact Assessment) asks whether the entity has a systematic process to assess the material financial impact of transition risks. The evidence is manually validated and must show both the process and its financial outcomes at entity or portfolio level.

Scaler's CRREM Transition Risk Report provides the financial-outcome part of that evidence. In the 2026 reporting cycle, GRESB has accepted this report as financial-outcome evidence for RM6.2. The asset table includes a Carbon cost column (excess emissions 2025–2045) showing the cumulative cost of each asset's emissions above its CRREM 1.5°C pathway, in your portfolio currency. Export it from Analytics Portal → Portfolio → Roadmap Analysis → Export CRREM Report. See Interpreting Roadmap results for how the figure is calculated and which inputs to set first.

For the 2026 reporting cycle, RM6.2 evidence scores Accepted (2/2, full points), Partially accepted (1/2), or Not accepted (0). To reach full points, pair the CRREM Transition Risk Report with documentation of your systematic transition risk process: the report covers the financial-outcome requirement, not the process requirement on its own.

FAQ

Asset operational data exists in Scaler but doesn't appear in the GRESB Asset Spreadsheet

Symptom: An asset has full meter setup and consumption data in Scaler, and shows 100% data coverage on the asset page. After generating the GRESB Asset Spreadsheet, the asset's operational performance rows (energy, GHG, water, waste) come out empty.

Why this happens: Under GRESB rules, operational performance data in the Asset Spreadsheet applies to Standing Investments only. Assets with Status set to New Construction Project or Major Renovation Project are excluded from the operational performance sections by design, regardless of how complete the data is in Scaler.

What to do: Check the asset's GRESB status under Data Collection Portal → Asset list → [Asset] → Reporting data → Status.

  • If the asset should be Standing Investment, update the status. The next export will include its operational data.
  • If New Construction Project or Major Renovation Project is correct, the export is behaving as expected — no fix needed.
Mid-year change in meter control type

Symptom: A meter on an asset switched from tenant-controlled to landlord-controlled (or the reverse) during the reporting year — typically by closing the old meter and opening a new one. After generating the GRESB Asset Spreadsheet, the asset's Whole building tenant controlled value does not match what the latest meter setup would suggest, and may stay consistent across years where you'd expect it to change.

Why this happens: Whole building tenant controlled is not an input field in the Data Collection Portal. It is calculated on export from the meters' Covered area and Max covered area values, summed across each asset's tenant-controlled meters. When meters covering different parts of the year carry different control types, the calculation reflects the area each meter covers — not the most recent control state on its own. There is no override on the asset to force a particular value.

What to do: This cannot be auto-resolved in Scaler. Both setups below are valid representations of the asset, so the client picks one before submitting:

  • Option A — change the meter setup in Scaler. Adjust the meter configuration so the calculated Whole building tenant controlled value matches the latest reality. Trade-off: the meter history will no longer fully reflect the in-year switch.
  • Option B — keep the meter setup accurate and override in the GRESB Portal. Leave Scaler as-is so the meter history stays correct, generate the spreadsheet, then manually adjust the Whole building tenant controlled value for that asset directly in the GRESB Portal after upload. The Whole building tenant controlled affects all consumption data linked to that asset. This is a known limitation of the less granular data collection required by GRESB
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If multiple assets had meters switch control type mid-year, audit the Whole building tenant controlled column in the spreadsheet output before uploading. Each affected asset needs Option A or Option B applied — pick a consistent approach across the portfolio.

How is on-site renewable electricity treated in GRESB data coverage? (2026 update)

What changed for 2026: GRESB now expects on-site energy to be reflected in data coverage, and Scaler includes on-site energy in the GRESB Asset Spreadsheet's Floor Area Covered columns. Previously on-site generation was excluded from Floor Area Covered, which left the column blank for assets whose only energy was on-site and could trigger GRESB Portal validation errors. On-site energy now contributes to Floor Area Covered in the spreadsheet you submit. On-site consumption was always reported, and it is still credited toward GRESB Renewable Energy points.

Spreadsheet vs platform: This change applies to the GRESB Asset Spreadsheet covered-area columns only. Scaler's in-platform GRESB coverage % still uses the prior logic for this reporting season, so the figure shown in the platform can differ from the spreadsheet. Aligning the two is under review for after reporting season.

What to do: Make sure each on-site meter has its Covered area entered so it is reflected correctly in the spreadsheet.

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If you reported in 2025 and saw blank covered area or a validation error for an on-site-only asset, the 2026 update addresses that: on-site energy now counts toward Floor Area Covered in the GRESB Asset Spreadsheet.

My CHP asset shows no electricity consumption or Floor Area Covered in the GRESB spreadsheet. Is something wrong?

No. This is the expected result once the asset is set up correctly. GRESB counts only the fuel input for on-site combustion generation, so the on-site electricity meter is excluded by setting its Include in calculations toggle to OFF (the same applies to the heat-output meter). With those meters excluded, the spreadsheet's Consumption and Floor Area Covered columns are blank for electricity, while Maximum Floor Area still shows the asset's area. There is no coverage gap to fix.

If you instead see the generated electricity counted as consumption, the Include in calculations toggle has not been set. See the CHP setup in Meter setup scenarios & examples and switch it OFF on the electricity-output and heat-output meters.

Energy columns are blank for one of my asset groups in the export

Symptom: A GRESB Asset Spreadsheet generated with automated aggregation comes out with empty energy columns for one specific asset group, even though the underlying member properties have full consumption data in Scaler. The error_log.txt file inside the export zip contains an entry like Error 31, Sheet: Energy, Column: whole_building, Message: not all assets have same value for whole_building, all other energy columns are skipped.

Why this happens: Automated aggregation requires every member property of an asset group to share the same value for fields that must be uniform across the group, including Whole building tenant controlled. When some properties in the group are reported as whole-building and others as base building + common areas, Scaler cannot aggregate the energy data cleanly and skips the energy columns for that group.

What to do: Align the allocation setup across all member properties in the group before re-generating the report. See the Asset groups section above for the full list of fields that must be uniform and the resolution steps.

My certification was for 2025 but was only issued in March 2026. Will it appear in my 2025 GRESB spreadsheet?

Short answer: Yes, as long as Date obtained is on or before 30 June 2026.

Why: Scaler captures certifications using a reporting year + 6 months window, so any certificate obtained by the end of June following the reporting year falls inside the window for that cycle. Certificates obtained later are reported in the next GRESB cycle. See the Certifications section above for the full rule.

An asset's coverage doesn't reflect landlord vs tenant control

Symptom: An asset comes out as fully tenant-controlled, or its landlord-controlled portion (for example vacant areas where the landlord pays the bills) is not represented. The client expects the Maximum Floor Area Coverage toggle to correct this.

Why this happens: Landlord vs tenant control is set by the Area Type field on each meter. If only tenant-controlled meters exist and the landlord-controlled area is never defined with its own meter, there is no signal that any part of the asset is landlord-controlled. The Maximum Floor Area Coverage toggle does not encode this split. It is a narrow control for whether consumption covers the full floor area for a resource, not a substitute for defining control type at the meter level.

What to do: Add a placeholder meter for the landlord-controlled area with Area Type set accordingly so the split is explicit. Update the Covered Area where needed by adding the updated GLA in a new meter version. Keep the Maximum Floor Area Coverage toggle OFF for these assets.

A resource throws a covered area mismatch because metered area is below GFA

Symptom: A resource only physically supplies part of the asset, but the GRESB Asset Spreadsheet throws a blocking covered-area mismatch, or the GRESB portal flags must be equal to size or Sum of maximum floor areas must be greater than or equal to size. It looks like full-area coverage is being forced incorrectly.

Why this happens: This is a GRESB rule, not a Scaler restriction. GRESB requires the Maximum Floor Area for the resource to be at least GFA (equal to GFA for a Whole Building meter). Covered Area can stay below GFA, but Maximum Floor Area cannot. The block is behaving correctly. See Maximum Floor Area must cover GFA above for the full rule.

What to do: Bring Maximum Floor Area up to GFA. If the area genuinely has no consumption (e.g. a vacancy), add a placeholder sized to it with consumption recorded as 0. A 0 reading counts as Covered and keeps your coverage. If consumption exists but wasn't collected, add a placeholder with consumption left blank (null), or use the Maximum Coverage toggle. This increases the Maximum Floor Area but coverage correctly drops. Never remove meters to clear the block.

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A category is empty in the export even though completion shows 100%

Symptom: A category (for example Waste) comes back empty in the GRESB Asset Spreadsheet even though data completion shows 100% in both Scaler and GRESB. It looks like a bug.

Why this happens: The data for that category is estimate-based, and the Include estimated data toggle was off when the report was generated. Completion counts the entered estimates, but the export excludes them, so the category exports empty. This is working as designed, not a bug.

What to do: Re-generate with Include estimated data on, choosing the estimation mode that fits (see Estimated meter data above). If you keep estimates off, expect estimate-based categories to export empty regardless of completion.

Additional resources

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Watch the walkthrough — a ~1-hour recorded webinar covers the Reports Portal end-to-end, with GRESB as the worked example. Open recording · Passcode: oAn.+1R@

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