Sustainability

In this Research Note, we examine the Building Technologies business of Honeywell (HBT) based on their 2023 10K Report, investor presentations and commentary from their Q4 investor call. The strategic rationale for the Carrier Access Solutions acquisition is further discussed and significant investments and partnerships by HBT throughout the year are highlighted. Honeywell Products & […]

This Research Note examines the emerging strategic priorities of Patrizia within the buildings and infrastructure space. We have mapped M&A, divestments, strategic partnerships and investment activity to ascertain the growth ambitions of the company, by categorizing the various business relationships by technology and investment type over 5 years. Patrizia is a globally renowned investment group […]

In this Research Note, we examine the 2023 business and financials of Trane Technologies, based on their full-year results announced on 1st February 2024, their 2023 10K Report and other announcements. Acquisitions, strategic investments and partnerships in the last 12 months are also highlighted. Since becoming a public company in 2020, Trane Technologies has positioned […]

The Royal Institute of British Architects (RIBA) has created a Smart Building Overlay to the 2020  RIBA Plan of Work, which clearly defines the stages of development in building projects. This Smart Building Overlay acts as a resource for all built environment professionals, clients and end users, looking for guidance on how to incorporate smart […]

Rumors circulated this week after a Bloomberg article and comments by Johnson Controls CEO, George Oliver, suggested we may see a potential sale of their residential and light commercial HVAC equipment business. Johnson Controls has described the situation as “early stages” but in this research note, we look at recent activities and trends to consider […]

Here is the recording and presentation from our live stream with Mike Hook from LMG discussing a blueprint for the future of smart building retrofits. Mike puts forward his view that retrofits with a light touch are the best solution to keep costs down and enable rapid deployment. And by prioritizing flexibility in a phased […]

This Research Note highlights our analysis of investment levels raised by smart buildings startups and established players in 2023 from venture capital firms, private equity and strategic investors. We review investment in the smart buildings space in the context of the broader proptech sector, assess funding for startup companies, the role of corporate investors and […]