67-Property Mixed-Use Portfolio: 51 Likely Exemptions, 16 Active Capex Priorities
A commercial property owner used UpGreen to assess MEES exposure across a 67-property mixed-use portfolio.
The objective was not simply to identify properties with lower EPC ratings. It was to determine where active investment was actually required.
The result
67 properties screened
51 likely exemption candidates
16 requiring active Capex attention
Active retrofit requirement reduced by more than 70%
Portfolio screening showing likely exemption candidates, the primary reason identified and the next action required.
Why it mattered
A property below the applicable EPC threshold does not automatically mean every recommended retrofit measure should be funded.
For example, the non-domestic MEES framework includes a seven-year payback test. Where the expected energy-bill savings over seven years are less than the cost of purchasing and installing the measure, an exemption may be available, subject to the required evidence and registration.
UpGreen’s screening allowed the portfolio to be separated into likely exemption candidates and properties requiring active intervention.
The conversation therefore changed from:
“What’s the bill for full compliance?”
to:
“Where is Capex actually required?”
Portfolio intelligence before capital deployment
UpGreen provides the portfolio intelligence layer. It helps owners and advisers identify where potential MEES exposure exists, where exemptions warrant further investigation and where specialist expertise should be deployed.
It does not replace the professional evidence or formal registration required to rely on a MEES exemption.
For this portfolio, the result was a much clearer starting point:
67 properties → 51 likely exemption candidates → 16 active Capex priorities.
Assess your portfolio
Starting with an address list, UpGreen can provide an initial portfolio view covering EPC position, potential MEES exposure, exemption opportunities and active retrofit priorities.