Types of Funding

for
Green Real Estate Projects

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 REBATES

Rebates are partial refunds for purchasing qualified

items. In the energy-efficient world this is very common
with appliances such as furnaces, water heaters, AC
units, washers and refrigerators.  Rebates can often be
combined with other incentives, and are usually
available to anyone (it is not necessary to be the
homeowner or resident).

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 INCENTIVES

Incentives are local government programs that

originate from stimulus funds. They are used when you
build or remodel green, reduce energy, or decrease
water consumption on an existing property. Incentives
can include cash payments, fee waivers or deductions,
and priority in processing applications.

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 TAX CREDITS
A tax credit may be granted as a subsidy or to
encourage investments in high-efficiency products
and methods. These are largely available to owner-
occupied instances of green building and remodels,
but not to real estate investors.

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 ENERGY-EFFICIENCY
LOAN PROGRAMS

These are available to investors for energy efficient

measures on both larger projects and single family
homes.  Often the loan will cover the cost of the
energy efficiency upgrades somewhat like a second
mortgage.  Since the loan is based on the projected
savings, it is also possible to get lower rates and
better terms.  

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 Jim Simcoe is a green real estate consultant, sustainability speaker and author.
Mr. Simcoe has been featured on NBC, Fox, SmartMoney.com, San Diego Insider TV, etc. Mr. Simcoe also writes for
EcoHome, Personal Real Estate Investor Magazine, San Diego Business Journal, BiggerPockets.com, etc. He is the co-author
of the “Go Green, Bank Green” study published by Personal Real Estate Investor Magazine in March 2010.
Mr. Simcoe is the President of the Board of Directors of the New World Leadership School, the first sustainable kindergarten
in San Diego County. He is a Certified Green Building Professional, EcoBroker and Real Estate Broker.
He lives with his wife, two daughters and two very spoiled dogs in Cardiff-By-The-Sea, California. He can be reached at
jim@jimsimcoe.com or 760-271-7128.

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