California Public Utility Commission Energy Efficiency Financing Workshop November 16 - 17, 2010 505...
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California Public Utility Commission Energy Efficiency Financing Workshop November 16 - 17, 2010 505 Van Ness Avenue, San Francisco, CA November 16 - 17, 2010 1 David S. Carey Associates, LLC
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Transcript of California Public Utility Commission Energy Efficiency Financing Workshop November 16 - 17, 2010 505...
David S. Carey Associates, LLC 1
California Public Utility CommissionEnergy Efficiency Financing Workshop
November 16 - 17, 2010505 Van Ness Avenue, San Francisco, CA
November 16 - 17, 2010
David S. Carey Associates, LLC 2
Transaction Points: Large Commercial and Industrial
• New Construction or Purchase of Property• Planned equipment replacement• Unplanned equipment replacement• Major Renovation or Tenant Build-out
November 16 - 17, 2010
David S. Carey Associates, LLC 3
Forms of Financing: Large Commercial and Industrial
• Loan• Lease• On-Bill Financing• PACE• Service Agreement
November 16 - 17, 2010
David S. Carey Associates, LLC 4
Transaction Points: Small Commercial and Industrial
• New Construction or Purchase of Property• Planned equipment replacement• Unplanned equipment replacement• Major Renovation or Tenant Build-out
November 16 - 17, 2010
David S. Carey Associates, LLC 5
Forms of Financing: Small Commercial and Industrial
• Loans• Lease• Revolving• PACE• On-Bill Financing
November 16 - 17, 2010
David S. Carey Associates, LLC 6
Transaction Points: Residential Single-Family
• Home Purchase/Mortgage refinance• Planned equipment replacement• Unplanned equipment replacement• Major Renovation
November 16 - 17, 2010
David S. Carey Associates, LLC 7
Forms of Financing: Residential Single-Family
• Unsecured Loans– Installment Loan (Direct or Dealer)– Revolving Loan (Direct or Dealer)
• Secured Loans– First Lien (Energy Efficient Mortgage)– Second Lien (e.g., HUD-Insured Title 1)
• PACE
November 16 - 17, 2010
David S. Carey Associates, LLC 8
Transaction Points: Residential Multifamily
• New Construction or Purchase of Property• Planned equipment replacement• Unplanned equipment replacement• Major Renovation
November 16 - 17, 2010
David S. Carey Associates, LLC 9
Forms of Financing: Residential Multifamily
• Loans (Commercial or Government)• Leases • On-Bill Financing• PACE• Service Agreement
November 16 - 17, 2010
David S. Carey Associates, LLC 10
Transaction Points: Government and Institutional
• New Construction or Purchase of Property• Planned equipment replacement• Unplanned equipment replacement• Major Renovation or Tenant Build-Out
November 16 - 17, 2010
David S. Carey Associates, LLC 11
Forms of Financing: Government and Institutional
• Loans (Commercial or Government)• Leases • Bonds• On-Bill Financing• Service Agreement
November 16 - 17, 2010
David S. Carey Associates, LLC 12
Contact Information
• Dave Carey• Principal• David S. Carey Associates, LLC• [email protected]• 978-468-9932
• Matthew Brown• Principal• Harcourt Brown Energy and Finance• [email protected]• 720-246-8847
November 16 - 17, 2010
