Tool 2 - ReLIFE-Project-EU/relife-wiki GitHub Wiki

Portfolio Renovation Advisor (PRA)

Introduction

The Portfolio Renovation Advisor (PRA) is the ReLIFE tool for financial institutions, ESCOs, and large-scale building owners who need portfolio-level renovation analysis.

This tool is aimed at users who need to evaluate many buildings together, not just one property at a time. It helps users organize a building portfolio, apply renovation and financing assumptions, and compare results across buildings to identify where to focus investment effort first.

In practice, the PRA supports decisions such as: Which buildings in the portfolio should be prioritized? Which renovation options look more attractive under current assumptions? How do financing choices affect portfolio-level outcomes? It is intended to support screening and prioritization before deeper project-level due diligence.

The current web UI provides a working PRA flow, but some advanced features from the target design are still in progress.

Note

Current runtime behavior: the PRA uses real Forecasting and Financial integrations for portfolio analysis, while Technical API integration is not yet part of the active analysis path.

Current Implementation Snapshot

Area Current status
PRA workflow Available as a 4-step wizard
Portfolio input CSV import and manual entry supported
Forecasting integration Implemented in the portfolio analysis flow
Financial integration Implemented in the portfolio analysis flow
Technical API integration Not used in the current PRA analysis runtime
MCDA / ranking backend integration Not wired to Technical API in current runtime
Renovation measure simulation support Partial (envelope measures are the main supported path; some system scenarios are also analyzed)

Methodology (Current Runtime Workflow)

The PRA currently follows a four-step wizard:

flowchart LR
    A["Step 1<br/>Building Portfolio"] --> B["Step 2<br/>Energy & Renovation"]
    B --> C["Step 3<br/>Financing"]
    C --> D["Step 4<br/>Results"]
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  1. Building Portfolio: Add buildings by CSV import or manual entry.
  2. Energy & Renovation: Select renovation measures to evaluate across the portfolio.
  3. Financing: Select a financing scheme and configure financial parameters.
  4. Results: Run the portfolio analysis and review per-building and aggregated outputs.

Note

Manual entry is available without signing in. Importing a CSV from saved portfolios uses the protected My Portfolios area and therefore requires authentication.

Important

The current PRA analysis path does not call the Technical API, so Technical-service-backed ranking is not part of the current PRA runtime.

Input

Building Portfolio Input Methods

Input method Current behavior
CSV Import Upload a CSV file and validate rows in the PRA workflow
Manual Entry Add buildings one by one in the UI

CSV Format (Current Parser Schema)

The current PRA CSV parser expects these required columns:

Required column Description
building_name Building identifier
lat Latitude
lng Longitude
category Building category / typology
country Country
floor_area Floor area
construction_period Construction period bucket
number_of_floors Number of floors
property_type Property type

Optional columns currently recognized:

  • archetype_name
  • floor_number
  • capex
  • annual_maintenance_cost
  • measures

Note

The parser still accepts construction_year as a legacy fallback and converts it internally to the current construction_period schema. CSV validation rules and supported columns may change as the PRA data model evolves.

Financing Schemes (Current UI Status)

Scheme Current UI status Notes
Equity Available Self-funded renovation
Debt Available Loan-financed renovation with configurable loan terms
EPC Coming Soon Displayed in UI but not currently selectable for analysis
Leasing Coming Soon Displayed in UI but not currently selectable for analysis
PPA Coming Soon Displayed in UI but not currently selectable for analysis

Output

The PRA currently provides portfolio analysis outputs based on the active Forecasting and Financial integrations.

Output Current status
Per-building energy results Available
Portfolio progress tracking during analysis Available
Financial indicators and risk outputs Available
Portfolio summary / comparison outputs Available
Technical-service-backed MCDA ranking Not yet implemented in runtime path

Current Limitations (Important)

  • The Technical API is not currently called by the PRA portfolio analysis runtime.
  • Renovation simulation support is partial in the current Forecasting API path.
  • Envelope measures are the main supported path for portfolio analysis.
  • Condensing boiler and air-water heat pump scenarios can be analyzed, but they do not feed a Technical-service ranking workflow because that ranking path is not active in PRA yet.
  • Some financing schemes are visible but marked as "Coming Soon" and are not yet supported.

Steps (How to Use the Current PRA)

  1. Building Portfolio: Import a CSV or add buildings manually.
  2. Energy & Renovation: Select the currently supported renovation measures to analyze.
  3. Financing: Choose an available financing scheme (currently Equity or Debt) and configure the required parameters.
  4. Results: Run the analysis and review per-building and portfolio-level outputs, including portfolio summary metrics and EPC-related comparisons where available.

Planned Enhancements

The PRA target design includes fuller Technical-service integration (including MCDA-oriented outputs) and expanded financing modes. These remain planned and are subject to change during development.

How To Cite

Please refer to the How To Cite section on the Welcome Page.

Authors And Reviewers

For further information, please check the revisions page of this page.

License

The ReLIFE open source projects are licensed under the EUPL-1.2 license. Please check each repository for project-specific details.

Acknowledgement

This work is carried out within the ReLIFE project and is co-funded by the European Union (CINEA) under Grant Agreement No. 101167067.

Co-funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or CINEA. Neither the European Union nor CINEA can be held responsible for them.

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