ESG in the real estate valuations. A portfolio selection model for energy retrofit programs DOI Creative Commons
Francesco Tajani, Francesco Sica, Carola Clemente

et al.

Valori e Valutazioni, Journal Year: 2024, Volume and Issue: 36, P. 27 - 41

Published: Jan. 1, 2024

European directives on sustainable finance identify binding guidelines in investment planning for the decarbonization of real estate sector. The Sustainable Finance Disclosure Regulation regularizes methods economic evaluation projects by identifying pillars Environmental (E), Social (S) and Governance (G) as thematic reference stylistic features. ESG triptych constitutes inspiration scientific literature field proposal testing valuation algorithms aimed at optimal structuring portfolios. paper proposes an ESG-based economic-financial analysis model energy retrofit programs referring to existing assumes configuration a multi-objective system built borrowing algebraic formalisms Operations Research, especially those optimization algorithms. These make it possible construct logical-functional relationships such represent anatomy proposed terms objective function constraints, example pathway target, or even available budget. implementation model, applied case study, returns time priority list assets be efficient, balancing each costs, payback period post-retrofit CO2 production.

Language: Английский

Increasing the Market Value of Buildings Through Energy Retrofitting: A Comparison of Actual Retrofit Costs and Perceived Values DOI Creative Commons
Maryam Gholamzadehmir, Alessandra Maria Pandolfi, Claudio Del Pero

et al.

Buildings, Journal Year: 2025, Volume and Issue: 15(3), P. 376 - 376

Published: Jan. 25, 2025

This study investigates how energy retrofitting measures contribute to increasing the market value of multi-family residential buildings within European real estate market. It examines efficiency improvements, driven by EU decarbonization strategies, enhance actual and perceived these properties. The research employs a dual-methodology approach, integrating Cost Approach estimate financial impact with Contingent Valuation Method (CVM) evaluate consumer willingness-to-pay (WTP) for energy-efficient Two case studies are considered methodology monetary is affected their efficiency. results revealed that subjected deep more attractive potential buyers, who willing pay premium 13.5% over properties in pre-retrofit conditions. underscores tangible increment attributed enhancements. bridges gap between quantifiable costs valuation, offering dual perspective both cost analysis value. Moreover, this work highlights correlation retrofit investments increased sector.

Language: Английский

Citations

1

Is the Energy Transition of Housing Financially Viable? Unlocking the Potential of Deep Retrofits with New Business Models DOI Creative Commons
Ezio Micelli, Giulia Giliberto, Eleonora Righetto

et al.

Buildings, Journal Year: 2025, Volume and Issue: 15(7), P. 1175 - 1175

Published: April 3, 2025

The transition to energy-efficient buildings is a priority of the European EPBD (Energy Performance Building Directive) and requires deep retrofits reduce consumption emissions. However, their financial viability remains underexplored. This research assesses feasibility retrofit interventions through innovative business models, focusing on Managed Energy Services Agreement (MESA), which considered most effective for residential buildings. Additionally, we integrate off-site production from Energiesprong model, optimizes costs time long-term contracts industrialized technologies. analysis targets two investment profiles—owner/tenant developer/entrepreneur—in Italian urban contexts with different market dynamics. A static evaluates based existing technologies, while dynamic considers future profitability improvements because cost reductions enabled by production. results indicate that, under current conditions, retrofitting not financially sustainable without public subsidies. driven technologies improve profitability, making large-scale feasible. Moreover, real estate characteristics affect sustainability: in smaller cities, deeper are necessary become viable.

Language: Английский

Citations

0

ESG in the real estate valuations. A portfolio selection model for energy retrofit programs DOI Creative Commons
Francesco Tajani, Francesco Sica, Carola Clemente

et al.

Valori e Valutazioni, Journal Year: 2024, Volume and Issue: 36, P. 27 - 41

Published: Jan. 1, 2024

European directives on sustainable finance identify binding guidelines in investment planning for the decarbonization of real estate sector. The Sustainable Finance Disclosure Regulation regularizes methods economic evaluation projects by identifying pillars Environmental (E), Social (S) and Governance (G) as thematic reference stylistic features. ESG triptych constitutes inspiration scientific literature field proposal testing valuation algorithms aimed at optimal structuring portfolios. paper proposes an ESG-based economic-financial analysis model energy retrofit programs referring to existing assumes configuration a multi-objective system built borrowing algebraic formalisms Operations Research, especially those optimization algorithms. These make it possible construct logical-functional relationships such represent anatomy proposed terms objective function constraints, example pathway target, or even available budget. implementation model, applied case study, returns time priority list assets be efficient, balancing each costs, payback period post-retrofit CO2 production.

Language: Английский

Citations

0