Imprint

1. Company Profile

The Caleus Group is a principal investment manager and general partner that actively manages a portfolio of assets with around 130,000 m² NLA in Germany.

Our focus is on bottom-up investment opportunities – we seek to invest in assets that can be acquired at a discount due to identifiable and correctable impairments. Our hands-on approach and targeted value-enhancement initiatives ensure limited return variability and aim to produce above-average returns.

2. Our Commitment to Sustainability

Caleus’ sustainability strategy is fundamentally aligned with the European Sustainability Reporting Standards (ESRS), which provide the regulatory and ethical framework for our environmental, social, and governance disclosures and targets.

By integrating sustainability considerations throughout the real estate lifecycle—from acquisitions to operations, redevelopment, and exit—we create long-term value for our investors while addressing the needs of communities and stakeholders.

Sustainability is embedded in our organizational culture, governance, and operations.

Caleus adheres to internationally recognized standards such as DGNB, BREEAM, WELL, and WiredScore certifications, along with GRESB assessments for portfolio-level sustainability. Our ESRS-aligned approach ensures transparency and accountability across all sustainability efforts.

3. Key Focus Areas

We have identified key topics aligned with the European Sustainability Reporting Standards (ESRS) to guide our actions and hold us accountable to our stakeholders and ourselves.

Our sustainability strategy is built on three interconnected pillars:

• People: Promoting well-being, inclusion, and engagement across employees, communities, and stakeholders. This includes health, safety, and human capital initiatives aligned with best-practice frameworks.
• Planet: Reducing our environmental footprint, preserving biodiversity, and fostering climate resilience. We aim to align our portfolio with the CRREM 1.5°C pathway and support global Net Zero ambitions.
• Business: Upholding ethical governance, driving innovation, and ensuring financial sustainability through compliant data management and strategic ESG integration.

These pillars align with the results of our materiality analysis, which identified key material topics to guide our efforts and ensure that all aspects of our operations and investments contribute to a sustainable and inclusive future.

4. Ambitious Goals for a Sustainable Future

Our timeline for action includes short-term, medium-term, and long-term goals, addressing critical environmental, social, and governance challenges. We are committed to measurable progress at every stage.

The strategy applies bindingly to the entire portfolio, including the Caleus C1 portfolio submitted to GRESB, and is valid from 2024 through 2045, ensuring full alignment with long-term industry frameworks such as CRREM.

4.1 Milestones for Success

Environmental Goals:

• Short-term: Reduction of total energy consumption (landlord controlled) in 10% by 2030, compared to 2023 baseline.
• Long-term: Align the Portfolio with CRREM 1.5°C Scenario until 2045.

Social Goals:

• Short-term: Train 80% of full-time employees annually on sustainability policies or DEI principles by 2024.
• Long-term: Achieve gender representation ratios aligned with market benchmarks, reviewed every five years. Promote workplace health and well-being programs across assets.

Governance Goals:

• Short-term: Adopt reporting format aligned with European Sustainability Reporting Standards format.
• Long-term: Publish an abridged sustainability report including KPIs. Introduce ESG software to improve data quality and transparency. Collaborate with external partners for data validation and standardized disclosures.

5. Our Action Plan

Our strategy underscores the pivotal role of knowledge, collaboration and data in driving sustainability performance. To support implementation, we are investing in:

• Technology: Leveraging advanced tools for data collection and analysis.
• Training: Equipping every team member with the knowledge to contribute effectively to achieving our sustainability goals.
• Stakeholder Engagement and Partnerships: Collaborating with investors, tenants, service providers, and sustainability experts to co-create meaningful initiatives and ensure responsiveness to stakeholder needs.

These pillars support informed decision-making and enable measurable progress toward our goals.

6. Monitoring & Reporting

Continuous progress tracking is fundamental to our ESG strategy. A structured system will be implemented to monitor key performance indicators (KPIs) at regular intervals by 2025.

Our Head of Sustainability and Asset Managers oversee performance, data collection, and reporting in line with ESRS requirements. We ensure that data is validated by external partners, and ESG outcomes are subject to review for quality and consistency.

In 2024 and 2025, ESG performance and progress were communicated to tenants and building users through a dedicated ESG Newsletter and we will continue to improve our reporting and communication initiatives. Feedback loops will be embedded in our processes to refine reporting and increase transparency over time.

7. Continuous Improvement

The sustainability landscape is constantly evolving, and we are committed to staying ahead by embracing change and innovation.

We will regularly revisit our strategy to ensure alignment with regulatory updates, stakeholder expectations, and industry best practices.

With a complete overview of our metrics and KPIs, we will benchmark our performance against peers and leading frameworks to identify opportunities for improvement.

8. Contact

René Barownick, Head of Sustainability

Caleus Investment Management GmbH

Kurfürstendamm 59, D – 10707 Berlin

T +49 30 288778 0
F +49 30 288778 188

Abridged version of the Caleus ESG Strategy 2024 v1.0.