Lender and Investor Evidence Pack: Climate plus Continuity

Last verified: August 22, 2026. By Will Tygart. Use for renewal meetings, credit packages, and equity DD — one index, many artifacts.

Lenders do not want your 80-page sustainability report. They want coverage quality, material risks, what you funded, and what you need from them.

Pack structure (folders)

1. Entity overview — ownership, GFA, geographies, hold period
2. Climate metrics — energy/GHG methods, 3-year trend if available
3. Physical risk — screening summary by asset
4. Transition / regulatory — LL97 status plus 2030 scenarios for NYC assets
5. Continuity — BCP summary, last test date, vendor list (PM playbook)
6. Insurance — schedules, claims-history summary; deeper carrier framing at riskcoveragehub.com
7. CapEx — approved + planned resilience / decarbonization projects
8. Governance — who owns ESG / continuity KPIs
9. Disclosure excerpts — using the templates

Minimum viable pack (two weeks)

• Asset register + energy data coverage %
• Top 10 assets by value with climate / LL97 flags
• Incident log, last 24 months
• Named RACI
• One-page board snapshot

Meeting script (10 minutes)

1. Coverage quality
2. Material risks
3. What we funded
4. What we need from the capital partner

NYC assets: drop in the LL97 ↔ continuity ↔ insurance packet so the renewal file and the DOB file stop living on different drives.

Related reading: tenant communication playbook, GRESB scoring levers, and IFRS S1/S2 disclosure checklist. Sister hubs: Restoration Intel, Healthcare Facility Hub, Continuity Hub, Risk Coverage Hub, and Tygart Media.