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European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European UnionEuropean Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Page 1
Date: 29-oct-2015
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake
Infoday, Valencia
Co-funded by
the European Union
RENTAL-CALCIncentives through transparency: A European Rental
Housing Framework for Profitability Calculation of
Energetic Retrofitting Investment
Valencia, Infoday
29 de octubre de 2015
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 2
Date: 29-oct-2015
AGENDA
Agenda
RentalCal – Enfoque
Partners
A tener en cuenta
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 3
Date: 29-oct-2015
H2020-EE-2014-3-MarketUptake
Topic: Improving the financiability and attractiveness of sustainable
energy investments (EE-19-2014)
CSA
Título: RENTAL CALC: Incentives through
transparency: A European Rental Housing Framework
for Profitability Calculation of Energetic Retrofitting
Investment
RentalCal – Idea y enfoque
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 4
Date: 29-oct-2015
Objetivo de política de la EU:
Article 19 of the EU directive 2012/27 on energy efficiency of 25th October 2012 states, that “Member States shall evaluate and if necessary take appropriate measures to remove regulatory and non-regulatory barriers to energy efficiency, without prejudice to the basic principles of the property and tenancy law of the Member States, in particular as regards the split of incentives between the owner and the tenant of a building (…)”with a view to ensuring that these parties are not deterred from making efficiency-improving investments that they would otherwise have made by the fact that they will not individually obtain the full benefits or by the absence of rules for dividing the costs and benefits between them (…)”.
Objetivos
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 5
Date: 29-oct-2015
Objetivos
Malos resultados in su aplicación No existe un Sistema estandarizado de estimación de
coste/beneficio integrado de costes de energía a nivel europeo
Reducido conocimiento de las barreras a la inversion y el
reparto de los incentivos ‘verdes’ de sostenibilidad energética.
Poco conocimiento transnacional sobre cuestiones de
regulación energética aplicado al Mercado de la vivienda en
alquiler
Análisis y estimación de los incentivos a la inversión en
eficiencia energética en los edificios RESIDENCIALES
Óptica de mercado …precios de mercado
Inversión… flujo de rentas: ALQUILER
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 6
Date: 29-oct-2015
Objetivos
Introducir una evaluación de la eficiencia en invertir en
ahorro energético en los mercados de alquiler
Rentabilidad del alquiler y la reinversión en eficiencia
energética
Mejorar la transparencia de las condiciones de
inversion nacionales
Identificar las barreras de mercado
Diseminar conocimiento en los valores de
sostenibilidad dentro del Mercado de alquiler y sus
inversores
Incentivo a la inversion empresarial (y personal)
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 7
Date: 29-oct-2015
Consortium partners
IWU
UREG
KIT
UCAM NAPE
UA
TIAS
DELPHIS
STU-K
EGCN
AAU
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 8
Date: 29-oct-2015
Experiencia
Participación previa sin éxito, pero siempre con notas
superiores al threshold (2 coord. + 1 wp responsible)
Redacción del proyecto Plazos
Comunicación
Éxito: control y eficiencia
Plazos
Productos (deliverables)
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 9
Date: 29-oct-2015
A tener en cuenta
Consorcio
Multidisciplinariedad
Incluir asociaciones especializadas o empresas
Red. Los curriculum y trayectorias deben aportar
Memoria:
Precisión de la propuesta a los temas llamados en el call
Bien fundamentado: objetivos de política, teoría, aplicación,
experiencia, soluciones/técnicas/herramientas novedosas
Bien ensamblado: consistencia, claridad, visualización
Comprensible, abordable y no imposible
Organizado: investigación, gestión, control, productos.
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 10
Date: 29-oct-2015
International target groups
National target groups
WP 1 Management
WP
2: t
echn
ical
fram
ewor
kco
ndit
ions
WP 6: Definition of settings and calculations
WP 7: Testing
WP 9
Dissemination
WP
3: l
egal
fram
ewor
kco
ndit
ions
WP
4: I
nsti
tuti
onal
fram
ewor
kco
ndit
ions
WP
5: M
arke
t + F
inan
cial
fr
amew
ork
cond
itio
ns
WP 8: Online-platform
Flow chart
III
Dissemination
and Stakeholder
involvement
I
Database
II
Methodology and
calculation tool
Working plan
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 11
Date: 29-oct-2015
Work Plan
Building / Building type
Measures / Energy savings / energy
prices
(Investment) cost
Existing rent level / vacancy
rate
Increase of rent / rent development /
green premiums / green value
Subsidies / financing / taxation / accounting
Parameters of calculation (interest rate etc.)
WP 2:
Technical
framework
WP 3:
Legal
framework
&
WP 4:
Institutional
framework
WP 5:
Market &
Financial
framework
► WP 6 - 8: calculation tool / testing / online platform
► WP 9: dissemination and communication
investor / investor type
Coordinación WP’s
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 12
Date: 29-oct-2015
Conceptos: Visual
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 13
Date: 29-oct-2015
PART II: ILLUSTRATIVE
DATA
NATURAL ENVIRONMENT
LEGAL ENVIRONMENT
LOCAL MARKET PECULIARITIES
TAXATION
RENTAL MODEL
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 14
Date: 29-oct-2015
Method of price regulation (natural
gas) and update frequency in
months in Europe - 2012
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 15
Date: 29-oct-2015
Muy realista
Critical risks
I
Database
II
Methodology and
calculation tool
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 16
Date: 29-oct-2015
Conclusiones
Proceso largo e intensivo en tiempo
Temas son muy relevantes: aplicabilidad
El consorcio es la parte más sencilla
Redacción del proyecto es la clave
Muy atractivo: se adquieren conocimientos y
capacidades
Experiencia en coordinación
Merece la pena intentarlo
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European Union
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake Page 17
Date: 29-oct-2015
Equipos
European Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Co-funded by
the European UnionEuropean Rental Housing Framework for the Profitability
Calculation of Energetic Ret rofitting Investments
CARENT
Page 18
Date: 29-oct-2015
649656 — RentalCal — H2020-EE-2014-2015/H2020-EE-2014-3-MarketUptake
Infoday, Valencia
Co-funded by
the European Union
Gracias por su atención