(CS5.4) How to successfully position older buildings and heritage assets within the ESG portfolio?

The aim of this proposed panel presentation is to shine a light on how to position older buildings and heritage assets within ESG portfolios. It will discuss the "why" behind this strategy and the "how" to better understand the various financing mechanisms and opportunities presently available in Canada and how to utilize them to best meet the needs of the building and the project. The premise of the presentation is to be a workshop style presentation.

Presenters/Panelists:
Graham Singh of the Trinity Centres Foundation discussing social impact finance and cultural buildings.

James Burrow, Director of Sustainable Finance from BMO presenting on ESG + Infrastructure Bank funding

Developers (TAS, Alliance, Quo Vadis, etc.)

Many other players are interested and happy to participate and speak within the panel/workshop. We would love to work with you to develop the curated content and list that will be most impactful to the overall APT/National Trust Community and potentially also bring in US entities (through Gensler or others) to provide a full spectrum of discussion.

Heritage properties have great ESG potential and benefits for energy retrofit and neighbourhood resilience, but they also present special and in some cases extreme risk for investors. Chief amongst these risks are cost overrun - which is challenge and discussion to bring to the conference community to tackle collaboratively.
Another aspect that will be discussed is the realm of community lending, where the argument of "the community needs this place" is the same reason in can represent significant risk if financing fails. We will be discussing our thoughts on how to make community heritage financing work at scale and how to de-risk working with these properties.
Property Use cases that truly benefit Indigenous, Black and other diverse-led community benefit initiatives and their impact on financing will be discussed (the true S of ESG).
Financing of retrofit, deep retrofit and electrification projects can also be touched upon as well as general conversion projects.

The goal is to tie all financing options back to the Embodied Carbon Municipal Toolkit that is also hoping to be presented at the conference as a way to highlight which buildings are prime candidates for retention, reuse, retrofit, etc. and the corresponding available financing and risks.