Data Exporter

Download data points from across the Real Estate assessments.

Overview

What is the Data Exporter?

The Data Exporter provides access to data points in the various GRESB Assessments across reporting years through downloadable .csv or .xlsx files. Users can access this feature through the right-hand navigation menu of the GRESB Portal, button “Data Exporter.”

Users & Access Rights

Depending on the type of GRESB membership associated with your user account, the Data Exporter will give you access to the following entities:

  • Participant member: Access to your own entities (if you can access their Benchmark Report). You can find the list of entities in your Assessment Portal.

  • Listed Investor member: Access to all listed entities (except entities under the Grace Period).

  • Non-listed Investor member: Access to all entities for which the Participant member has granted access.

Note: Data Exporter only provides entity-level datapoints. For asset-level data, view Asset Analytics.

Instructions

1

Create or Edit an Export

First, create a new data export or edit an existing one.

Please note: This page will also show previous data exports and will allow users to retrieve variable selections based on past data downloads.

Next, name the new data export and select the Assessment from which you wish to extract data:

  • Real Estate Assessment

  • Public Disclosure Assessment

2

Select Year(s) and Format

Select the year(s) you would like to include in your data export and choose a format for the file generated.

Several variables are available for download for multiple years (e.g., GRESB Real Estate Assessment Scores are available from 2019 onwards). However, given that the content of the GRESB Assessments evolves, some variables may only exist from a certain year.

3

Filter Variable List

Select criteria to filter the variable list.

All selected options will filter the variable list at the bottom of the Data Export page.

Given that the number of data points is significant, we strongly recommend that users look through the relevant guidance material before using filters in order to locate the data points they are looking for.

Filters

Default Variables

Regardless of the filters applied, all downloaded files include 6 variables by default:

  • RESPONSE_ID: Unique identifier of submissions to GRESB. As such, one entity can have multiple RESPONSE_IDs if it submits to GRESB for multiple years.

  • YEAR: The year relating to the downloaded variables. Values correspond to the selected years in Step 1 (see above).

  • FUND_ID: Unique identifier of reporting entities. This variable remains the same if an entity reports to GRESB for multiple years.

  • FUND_NAME: Fund or company name of the investable entity for which the Assessment is submitted.

  • FUND_MANAGER_NAME: Legal name of the organization that manages the entity (equals the fund name if the entity is listed).

  • RECTIFIED_ISIN: The International Securities Identification Number as rectified by GRESB. This variable only exists for listed entities. Note that the entity’s ISIN as reported by the participant (with no alteration by GRESB) can be found under RE.EC_2_A1_ISIN.

  • GAV_USD: The Gross Asset Value of the portfolio in MM US dollars, using exchange rates as of the last day of the reporting year.

Available Filters

The four available filters are:

  1. PORTFOLIO VARIABLES: This filter contains two criteria:

  • Portfolio Level: The variables relate to metrics or data available at the portfolio level, which are not for a specific property type or location. Please note that the Portfolio Level filter does not work together with other filters.

  • Entity & Reporting Characteristics: The variables relate to information provided in the Entity & Reporting Characteristics aspect of the Assessment. These data points determine the profile of the reporting entity as well as its reporting scope and boundaries of the entity.

  1. COMPONENTS: The filter contains three criteria:

    1. Management: The variables relate to the data reported on the entity’s strategy and leadership management, policies, and processes, risk management, and stakeholder engagement approach, composed of information collected at the entity level.

    2. Performance: The variables relate to the data reported on the entity’s asset portfolio performance, composed of information collected at the asset portfolio level.

    3. Development: The variables relate to the data reported on the entity’s efforts to address sustainability issues during the design, construction, and renovation of buildings.

    4. Note: Users can further filter each component by its underlying Aspect(s) (e.g., Leadership, Risk Management).

  2. PROPERTY TYPE: This filter contains a different number of property types, depending on the year selected.

    1. Some of the indicators of the Real Estate Assessment are reported at the property sub-type level (e.g., Performance Indicators). As such, an entity’s portfolio composed of multiple property sub-types will contain multiple values. Users can focus their analysis on specific sectors, property types, and property sub-types by using the Property type filter opening panel. Selecting a sector, property type, and/or property subtype will filter out all variables that do not relate to that selected property type.

  3. VARIABLE TYPE: This filter contains three criteria:

    1. Qualitative Answers

      1. The selected variables relate to input provided to assessment indicators through the selection of checkboxes, radio buttons, options from dropdown menus, or open text boxes.

    2. Numerical values

      1. The selected variables relate to quantitative values, whether these were directly provided by the participant or calculated by GRESB.

    3. Scores

      1. This Variable type is divided into 4 scoring groups:

        1. Expressed in Points

          1. The selected variables relate to the score – expressed in number of points – achieved by the entity for each Indicator, Aspect, Component, Pillar (E, S, and G) or Total.

        2. Expressed in Percentage

          1. The selected variables represent the results of variables expressed in Points divided by the Maximum Scores (in points), expressed as a percentage.

        3. Rankings & Ratings

As explained above, not all variables are readily available for download from the platform, but users may request additional variables using the Data Request Form.

4

Select Variables

Select the variables you wish to download from the variable list at the bottom of the page.

Download the full variable list for an overview of all available variables.

To support the users’ understanding, the variable list includes a text description for each variable.

The bottom of the page will save and display the list of selected variables.

Note that the list of variables changes as users apply different filters. However, the number of variables selected for download is saved and appears on the right-hand side of the page (in the grey box).

5

Download the Data

Once the variable selection is complete and the user is ready to download:

  1. Pick the file format (CSV or XLSX)

  2. Agree to the terms for downloading the data

  3. Click “Generate data file.”

After the data file is generated, the “Download Latest Data File” button will turn green. Click it to download the file.

Important notes:

  • The last generated data file, as per the variable selection, will be available for download until a new data file is generated.

  • XLSX format supports a maximum of 16,384 columns. If you select more variables than this limit, the file will not generate correctly. To ensure successful export, please limit your variable selection to under 16,384 columns. Filters can be used to segment and adjust the variable selection.

Video Library

Last updated

Was this helpful?