20151029_infoday h2020 energía_paloma taltavull

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European Rental Housing Framework for the Profitability Calculation of Energetic Ret rofitting Investments CA RENT Co-funded by the European Union European Rental Housing Framework for the Profitability Calculation of Energetic Ret rofitting Investments CA RENT 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-CALC Incentives through transparency: A European Rental Housing Framework for Profitability Calculation of Energetic Retrofitting Investment Valencia, Infoday 29 de octubre de 2015

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Page 1: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 2: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 3: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 4: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 5: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 6: 20151029_Infoday H2020 Energía_Paloma Taltavull

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)

Page 7: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 8: 20151029_Infoday H2020 Energía_Paloma Taltavull

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)

Page 9: 20151029_Infoday H2020 Energía_Paloma Taltavull

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.

Page 10: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 11: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 12: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 13: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 14: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 15: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 16: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 17: 20151029_Infoday H2020 Energía_Paloma Taltavull

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

Page 18: 20151029_Infoday H2020 Energía_Paloma Taltavull

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