Energy Matters: Training for Commercial Building Valuation

Competently evaluate the role energy & building performance play in the appraisal process.

Overview
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Given the increasing adoption of energy legislation by municipalities across the U.S. and the growing emphasis on the upside potential available through energy efficiency by investors, appraisers today more than ever need a thorough understanding of the role energy should play in the valuation process.  

This course is designed to assist commercial appraisers in advancing their own expertise in analyzing energy characteristics and in the process, set them apart – and ahead – of their competition. Appraisers will learn the role energy is currently playing in investment decisions and how to analyze it as a factor in the three approaches to value. The course includes new energy data points and tools not currently offered by any other national education providers in their existing continuing education courses.  

The course introduces a suite of three tools developed by the U.S. Department of Energy (DOE) and Environmental Protection Agency (EPA) that can provide critical valuation information to appraisers on the various aspects of energy and building performance. Descriptions and demonstrations of the three tools and their respective outputs will be provided, as well as information on the applicability of their outputs in the appraisal process.  

Armed with this information, appraisers will be better equipped to competently evaluate the role that energy and building performance play in the appraisal process and in estimating Market Value.

Questions? Contact Heather Kendall at hkendall@earthadvantage.org or (503) 968-7160 x20

 
*Made possible in part thanks to support from:

                   
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Learning Objectives
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After taking the course, attendees will:
  • Understand the increasing relevance of energy as a performance metric in the real estate markets
  • Have access to those publications used by investors and other market participants to evaluate energy metrics as part of their acquisition/disposition strategies
  • Be able to analyze the role of energy in the valuation process
  • Know how the three DOE tools - Portfolio Manager/Energy Star, Asset Score and the Buildings Performance Data base – work;
    • In what aspects of the valuation process they can provide useful data, and
    • What outputs of the tools are most useful as metrics of comparison in estimating Market Value

When & Where
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Online Course available on-demand

CEs & Cost
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Continuing Education
None Available

Course Fee
Free

Audience
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Appraisers, Lenders

Instructor(s)
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Theddi Wright Chappell
Theddi Wright Chappell : Theddi Wright Chappell, CRE, FRICS, MAI, AAPI, LEED AP, is CEO of Sustainable Values, Inc., a woman-owned business specializing in valuation consulting, due diligence, impact investing and optimizing real estate returns for her clients. The firm’s emphasis is on identifying “value” in unique investment scenarios; including, but not limited to, assessing the costs and benefits, asset and portfolio value implications and upside potential related to energy efficiency and other sustainable strategies in the built environment.

Ms. Chappell is a national and international speaker and educator on the implications of green strategies on asset value. She co-authored the first seminar on valuing green commercial buildings for the Appraisal Institute and subsequently developed their two-day commercial course entitled, Case Studies in Valuing Green Commercial Buildings, which she teaches throughout the US. She also teaches the Appraisal Institute’s course on Residential and Commercial Valuation of Solar. Her publication "High Performance Green Building – What’s It Worth?" was created for, and widely disseminated by, the Cascadia Chapter of the US Green Building Council and the International Living Future Institute. She has developed and participated in numerous classes, presentations, webinars and training programs for a variety of clients including ULI, DOE, USGBC (Greenbuild), CREW, EPA, NAR, the Real Estate Roundtable, NYU Shack Institute of Real Estate, Bank of America and others.