Portfolio
Board-room view of the energy transition across every subsidiary and site. Built for the people who sign the cheque.
Enterprise value created
$22M
Annual NOI capitalized @ 6.5% vs last month
Portfolio IRR (weighted)
19%
Payback 5.3 yrs vs last month
Capex committed
$7.18M
+$1.2M QoQ vs last month
Annual CO₂ avoided
1,954 t
+18% YoY vs last month
Decisions only the board can move forward
Queued for next meetingApprove $1.8M Westgate solar Phase 2
$420K/yr savings · 612 t CO₂/yr · 4.4 yr payback
This board
Lock in 10-yr fixed PPA before Q3 rate hike
Hedges ~$3.1M of energy spend through 2036
By Aug 14
File CSDS-aligned climate disclosure
Compliance gap closes 92% → 100%; OSFI deadline Q1 2027
Q4 2026
Climate disclosure readiness
CSDS · ISSB · TCFD- Scope 1+2 GHG92%
- TCFD / ISSB71%
- CSDS (Canada)58%
Carbon-price exposure
$170/t by 2030$2.1M annual exposure by 2030
Federal OBPS + provincial pricing on Scope 1 emissions. Projects in queue reduce this by 68%.
Scope 1 (today)
12,400 t
After committed projects
3,960 t
Stranded-asset risk
Low
Insurance discount
−4.2%
Talent & tenant signal
Glassdoor 'sustainability' sentiment+24 pts vs sector
Tenant green-lease ask-rate uplift+$1.40 / sqft
RFP qualification rate92% (was 71%)
Time-to-close on lender ESG diligence18 days (was 41)
Sources: Glassdoor API, CBRE Q2 Canada Office, internal RFP win logs.
Subsidiary scorecard
Ranked by IRR| Subsidiary | Capex | Annual savings | Payback | IRR | CO₂/yr | Peer percentile |
|---|---|---|---|---|---|---|
| Manufacturing | $3120K | $720K | 4.3 yr | 22% | 980 t | 84 |
| Cold Chain | $880K | $180K | 4.9 yr | 19% | 220 t | 71 |
| Logistics | $2640K | $410K | 6.4 yr | 17% | 612 t | 78 |
| Retail | $540K | $88K | 6.1 yr | 14% | 142 t | 62 |
Allocation by subsidiary
$ thousandsNorthwind Logistics
ON · 4 sites
Northwind Manufacturing
QC · 3 sites
Northwind Cold Chain
BC · 2 sites
Northwind Retail
AB · 1 sites
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Board & C-suite notes
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