Success Stories
2 Nov 2025/
Consultancies/

Future-Proofing Real Estate with PK der BEWAG, FREO, pom+, and Optiml

When FREO, pom+, and Optiml joined forces with PK der BEWAG, the result was a future-proof strategy for both returns and resilience.

Investment horizon
25-year
ESG & renovation coverage
100%
Cost savings identified
>30%
Decision-making efficiency
5× faster

How can real estate portfolios stay both economically sound and climate-ready?

The pension fund of PK der BEWAG shows how - in collaboration with FREO, pom+, and Optiml.

Together, the partners developed a strategic ESG and investment roadmap that unites financial performance with regulatory compliance, preparing the fund’s portfolio for a net-zero future.

The Challenge

PK der BEWAG's real estate portfolio needed a clear, data-driven strategy to meet tightening ESG regulations while maintaining long-term financial returns. The fund sought to balance decarbonization targets with investment performance and operational feasibility across its diverse assets.

The Solution

By combining expertise from FREO and pom+ with Optiml’s real estate decision intelligence platform, the project team created a centralized data foundation and used scenario-based modeling to assess renovation, investment, and ESG pathways across the entire portfolio.

The Results

  • 30% cost savings identified with minimal impact on the CO₂ pathway
  • 25-year investment strategy aligned with lifecycle performance goals
  • Full renovation and ESG feasibility studies for every asset
  • Flexible scenario modeling for rapid decision-making, e.g. the effects of Berlin’s heat transition
  • Long-term compliance with EPBD, SFDR, and EU taxonomy requirements
  • Reduced risk of stranded assets through forward-looking investment planning

Why it Worked

The collaboration brought together financial expertise, ESG consulting, and data-driven decision intelligence - enabling PK der BEWAG to move from compliance-driven actions to a holistic decarbonization strategy that sustains both performance and value.

© Optiml AG 2025

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