Proving Your Worth: Energy Loan Performance Monitoring, Verification & Marketing

Would you like to attract or deploy more funding for building energy improvements? Do gatekeepers scoff at your requests and ask for “more data”? What if your data could clearly show the value unlocked by energy upgrades? Take an in-depth, hands-on look at how two mission driven lenders, the Connecticut Green Bank, a quasi-public state agency, and Capital for Change, a Community Development Financial Institution (CDFI), developed performance monitoring reports for a set of energy loans to multifamily properties. The data demonstrate how smart energy improvements result in significant energy and operating cost savings that can fund other building improvements or be used for other purposes. The presentation and audience exercises will examine key decision points from the report development process, walk through procedures for portfolio analysis, describe marketing strategies resulting from the work to date, and build your capacity to monitor and sell your own projects and loans.
This session is aimed at capital providers and portfolio managers who want to make sure they are investing wisely; owners and advocates seeking creative ways to improve the efficiency, comfort, safety, and resiliency of their properties; and policy makers and public officials needing to leverage scarce public dollars into effective programs.

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Friday, May 7, 2021 - 1:30pm to 3:00pm

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AIA 1.5 LU
Conference-day attendance credits available from PHIUS, RESNET, and Mass. CSL

Learning Objectives:

  • Know what data to collect to report on utility and financial performance, and why
  • Evaluate options at key decision points during monitoring set-up
  • Use completed reports to improve future underwriting
  • Explain why portfolio-wide energy performance affects energy loan underwriting decisions

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