M7 Real Estate
A portfolio-wide decarbonisation strategy that pairs heat-pump conversion with rooftop solar — de-risking stranding, cutting emissions, and paying for itself without relying on a future valuation uplift.
78
Assets analysed
£84.4M
Recommended capex
10.5%
Unlevered IRR
2
Solar PV assets shown
The Strategy
Shift gas to electric — then serve the demand
Two strategic options were modelled. One relies on the valuation uplift from de-stranding to justify the investment. The other pairs the same decarbonisation action with on-site energy generation, so the returns justify the investment on their own.
Portfolio Analysis — Heat
Matching every asset to the right intervention
Every asset was assessed individually. Where tenants wouldn’t be disrupted, heat pumps were fitted into existing plant rooms; where pipework and emitters needed replacing too, that was scoped separately. Assets on district heating or already electrified need no intervention — they decarbonise with the grid.
Portfolio Analysis — Solar
2,208 roof segments, six countries
TI mapped the rooftops of 78 assets, divided into 2,208 individually-assessed segments, and modelled a conservative P90 energy yield for each — a 15% capacity haircut, a 15% performance-ratio allowance, and 0.5% annual degradation built in.
Two Assets, Up Close
Acre Road & Marignane
Two flagship rooftop solar assessments from the portfolio — real rooftops, surveyed and modelled for immediate delivery.
On The Ground
Every model starts with a site visit
Rooftop yield models and heat-load calculations are only as good as the survey behind them. TI’s teams open ceiling voids, inspect plant rooms and walk the roof before any figure goes into a report.
Our Process
From vision to operation
Every asset in the portfolio follows the same customer journey — evidence before design, design before capital.
Next Steps
The roadmap from here
We recommend progressing engineering drawings for the biggest opportunities in Phase One, while completing the wider survey in Phase Two — advancing the portfolio’s highest-value assets first.
The Two Assets, Combined
3,388 kWp
Combined PV capacity
6,518
Panels across both roofs
£490–530K
Combined net revenue / yr
Don't decarbonise a portfolio on a guess
