what is a portfolio report? what does it contain? report.pdfa portfolio report is a document showing...

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What is a Portfolio Report? A Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030 District goals. Each 2030 District building owner will receive Portfolio Reports on a regular basis, regardless of the number of buildings in their portfolio. DISTRICTS ® Member Benefits PORTFOLIO REPORTS 1 For a complete list of graphs see Appendix A 2 All comparisons are anonymized: only buildings in each owner’s portfolio will be identified by name What Does it Contain? Each Portfolio Report contains a series of graphs showing: 1 2030 District Progress The big picture Portfolio and Individual Building Progress Is your portfolio on its way to meeting 2030 District targets? Comparative Analyses 2 How is your portfolio performing compared to similar buildings in the 2030 District? Economics How is your portfolio’s performance affecting your bottom line? Why is it Important? Contextual Performance Tracking Places buildings into a wider district context, providing a more reliable indication of relative performance and the potential for progress Problem Spotting Trends displayed in performance reports can catch building operations problems or abnormalities Tenant Engagement Gives building owners the information and means to engage with tenants about building performance and potential for improvement

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Page 1: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

What is a Portfolio Report?A Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030 District goals. Each 2030 District building owner will receive Portfolio Reports on a regular basis, regardless of the number of buildings in their portfolio.

D I S T R I C T S® Member BenefitsPORTFOLIO REPORTS

1 For a complete list of graphs see Appendix A2 All comparisons are anonymized: only buildings in each owner’s portfolio will be identified by name

What Does it Contain? Each Portfolio Report contains a series of graphs showing:1

2030 District ProgressThe big picture

Portfolio and Individual Building ProgressIs your portfolio on its way to meeting 2030 District targets?

Comparative Analyses2

How is your portfolio performing compared to similar buildings in the 2030 District?

EconomicsHow is your portfolio’s performance affecting your bottom line?

Why is it Important?Contextual Performance TrackingPlaces buildings into a wider district context, providing a more reliable indication of relative performance and the potential for progress

Problem SpottingTrends displayed in performance reports can catch building operations problems or abnormalities

Tenant EngagementGives building owners the information and means to engage with tenants about building performance and potential for improvement

Page 2: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

Building OneBuilding TwoBuilding Three

PORT

FOLIO

REP

ORT

EXAMPLE PORTFOLIO

S E A T T L E

2030D I S T R I C T

PR

OD

UC

ED

B

Y

Page 3: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

EXECUTIVE SUMMARYBuilding One 94,333 ft2

Building Two 275,055 ft2

Building Three 233,334 ft2

EUI WUI

84.1 14.2

59.7 N/A

62.6 12.3

95.1 6.9

-40% 51%

40% 0%

Energy/ft2 Water/ft2

$1.86 N/A$1.78 $0.26

4% N/A

1Energy: Target Finder Estimate; Water: City Average 2City Disclosure Report 3EPA *All sizes, occupancies, schedules

PORT

FOLIO

REP

ORT

Percent ReductionExample Portfolio Office AverageClimate Zone 3 Office Average3*

Percent/Year Reduction Necessary to Reach 2015 2030D Target (10%)

Percent Reduction from Baseline

Example Office Portfolio

2030D Office Average

City Office Average2*

2030D Baseline1

OWNER NAME: OFFICES

Page 4: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Example Portfolio Offices Energy Use Intensity Percent Reduction from Baseline

2030D Member Office Portfolios

S2030D 25th Percentile

S2030D Median

S2030D 75th Percentile

2030 District Target Example Portfolio

Page 5: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Example Portfolio Offices Water Use Intensity Percent Reduction from Baseline

2030D Member Office Portfolios

S2030D 25th Percentile

S2030D Median

S2030D 75th Percentile

2030 District Target Example Portfolio

Page 6: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Building One Energy Use Intensity Comparison

Reduction Energy Star Score

Energy Data Last Updated: 2014-04-30 *All sizes, occupancies, and schedules included

Page 7: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Building One Energy Use Intensity Percent Reduction from Baseline

2030D Member Office Properties: 75K - 100K ft2

S2030D 25th Percentile

S2030D Median

S2030D 75th Percentile

2030 District Target Building One

Page 8: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Baseline WUI 2030D WUI Target Last Available WUI

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Building One Water Use Intensity Comparison

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Water Data Last Updated: 2014-05-31

Page 9: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Building One Water Use Intensity Percent Reduction from Baseline

2030D Member Office Properties: 50K - 150K ft2

S2030D 25th Percentile

S2030D Median

S2030D 75th Percentile

2030 District Target Building One

Page 10: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

0 5

10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 95

100 105 110 115 120 125 130 135 140 145 150 155 160 165 170 175 180 185

National Median EUI City Average Office EUI* 2030D EUI Target Last Available EUI

EUI (

kBtu

/ sf

- y

r)

Building Two Energy Use Intensity Comparison

Reduction Energy Star Score

Energy Data Last Updated: 2014-04-30 *All sizes, occupancies, and schedules included

Page 11: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

-290% -280% -270% -260% -250% -240% -230% -220% -210% -200% -190% -180% -170% -160% -150% -140% -130% -120% -110% -100% -90% -80% -70% -60% -50% -40% -30% -20% -10%

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Building Two Energy Use Intensity Percent Reduction from Baseline

2030D Member Office Properties: 200K - 400K ft2

S2030D 25th Percentile

S2030D Median

S2030D 75th Percentile

2030 District Target Building Two

Page 12: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Baseline WUI 2030D WUI Target Last Available WUI

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I (ga

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Building Two Water Use Intensity Comparison

Reduction

Water Data Last Updated: 2014-04-30

Page 13: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Building Two Water Use Intensity Percent Reduction from Baseline

2030D Member Office Properties: 200K - 400K ft2

S2030D 25th Percentile

S2030D Median

S2030D 75th Percentile

2030 District Target Building Two

Page 14: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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National Median EUI City Average Office EUI* 2030D EUI Target Last Available EUI

EUI (

kBtu

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r)

Building Three Energy Use Intensity Comparison

Reduction Energy Star Score

Energy Data Last Updated: 2014-04-30 *All sizes, occupancies, and schedules included

Page 15: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Building Three Energy Use Intensity Percent Reduction from Baseline

2030D Member Office Properties: 250K - 350K ft2

S2030D 25th Percentile

S2030D Median

S2030D 75th Percentile

2030 District Target Building Three

Page 16: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Baseline WUI 2030D WUI Target Last Available WUI

WU

I (ga

llons

/ sf

- y

r)

Building Three Water Use Intensity Comparison

Reduction

Water Data Last Updated: 2014-05-31

Page 17: What is a Portfolio Report? What Does it Contain? Report.pdfA Portfolio Report is a document showing the progress that an owner’s building portfolio has made towards achieving 2030

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Building Three Water Use Intensity Percent Reduction from Baseline

2030D Member Office Properties: 250K - 350K ft2

S2030D 25th Percentile

S2030D Median

S2030D 75th Percentile

2030 District Target Building Three