Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE

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Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
Instruments for needs-based use of living space in municipalitiies

Living spaces
Saving energy by encouraging alternative housing options
for senior houseowners

Corinna Fischer, Öko-Institut
Immanuel Stieß, Institut für sozial-ökologische Forschung

Eceee summer study, June 4, 2019
Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
Journey of a lady

    In 1974                                       In 2014

Living spaces - Fischer, Stieß, eceee June 2019             2
Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
They are many… and they are important

Number of households in
                                                                    Per capita living space
Germany: 38.674 mill.

                                             1-person
                                                            120,0
                                                            100,0
  25%                                        1-person senior 80,0
                                                             60,0
                                             2-persons       40,0
                                40%                          20,0
                                             2-persons        0,0
                                             senior                     total    1 person     2 person 3 and more
      35%                                                                                                person
                                             3 and more
                                             persons                 all households         senior households
                                                                     all houseowners        senior houseowners
                                             3 and more
                                             persons senior

Living spaces - Fischer, Stieß, eceee June 2019                                                                 3
Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
Why it matters for municipalities…
and climate

n Senior citizens in large, older                 n High demand for housing
    single family houses
                                                  n Development and
n Generally not barrier-free                        Infrastructure cost
n High energy cost                                n Land use

n High maintenance cost and                       n Climate impact
    effort for keeping in order
                                                  n Tomorrow‘s vacancy?

Living spaces - Fischer, Stieß, eceee June 2019                               4
Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
The research project „Living Spaces“

Goals
n Needs-adapted use of living space

n Energy savings

n Inner city development

Supported by Ministry for Research and Education

March 2017 – August 2020

3 scientific partners, 1 district (26 municipalities, 400.000 inhabitants)

Living spaces - Fischer, Stieß, eceee June 2019                              5
Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
Our lady could…

                                       Densification                      Relocation
                          Remain                                           Leave

                                        …and reduce           …to…                 …and…
     …and keep                          living space :
    living space
      constant:                      …split the home,        …a flat          …rent out current
                                    separate an in-law      (rented /             home…
                                            flat           purchased)
   …do nothing                         …rent out an
                                                            …a smaller         …pass it on…
                                    existing in-law flat
    …decorate /                                             SFH (rented
                                         …extend,          / purchased)
    modernize
                                      create an annex                              …sell it…
     …make it                         + live      + rent   …collective
    barrier-free                      there       it out    housing
                                                                                ...to
   …do energy                         …replace by a                                       ...to
                                                                             friends /
     efficient                        MFH / collective                                   others
                                                                              family
  refurbishment                           house

Living spaces - Fischer, Stieß, eceee June 2019                                                   6
Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
Why she might or might not
want to make a change

I might like to…                                                                             - I love my house (and garden)
                                                                                             - I need the space for my

                                                  I never thought about changing anything.
- reduce maintenance costs                                                                     belongings
- generate rental income                                                                     - I want to stay in my
- Have people around that help                                                                 neighbourhood
  with small tasks                                                                           - I want to keep guest rooms
- live with less barriers                                                                      available
- live in a more modern home                                                                 - I want to avoid hassle
- have better infrastructure, be                                                             - I do not want to have other
  closer to the city centre                                                                    people in the house / I do not
                                                                                               trust tenants
I might not like to…                                                                         - I do not know how to proceed
- be alone                                                                                   - I cannot find a suitable apartment
- have so much hassle cleaning                                                               - A new apartment is too
   and maintaining                                                                             expensive
                                                                                             - Reconstruction is too expensive
                                                                                               (and I do not get a loan)

Living spaces - Fischer, Stieß, eceee June 2019                                                                                 7
Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
What people actually think:
Empirical survey in the district of Steinfurt

                                                  n CATI

                                                  n 6 Municipalities

                                                  n Januar/Februar 2018

                                                  n Target groups

                                                     } Senior houseowners
                                                     } People willing to move
                                                  n sample: n = 1.887

                                                     } 386 interviews with senior
                                                        houseowners

                                                     } 172 Interviews with people
                                                        willing to move

                                                  n Only findings for senior house-

Living spaces - Fischer, Stieß, eceee June 2019
                                                    owners presented here           8
Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
Rooms not in use

                                                                           1 Room           20%
  Rooms not being       Rooms not being                                   2 Rooms                 45%
                                                   Number of              3 Rooms         23%
        used NO         used: YES
                                                   rooms not in         4 and more…     12%
                                                   use
                                                                        Souterrain    4%
                                                                        Grund floor         20%
                                                                           1. floor                     65%
                                                                           2. floor        13%
                                                                           3. floor   1%
         49%                  51%                   Situation of
                                                                         Roof floor     10%
                                                    rooms not in        Souterrain    1%
                                                    use                 Grund floor                           89%
                                                                           1. floor               48%
                                                                           2. floor    6%
                                                                           3. floor   2%
                                                                         Roof floor    7%

   Over 50% of senior houseowners have rooms which they do not use
   There are separate flats in 31% of the houses
   60% of them are empty
   Base: 341 senior houseowners; 175 households with rooms not in use

        Living spaces - Fischer, Stieß, eceee June 2019                                                       9
Living spaces Saving energy by encouraging alternative housing options for senior houseowners - ECEEE
Views on densification

 „There are different option for housing if one grows older.
 Which of the following options is a possibilty for you in general?“

To remain in the house and…

to reconstruct the home according to the needs
                                                              49%    12%           39%   1%
                    of elderly

                                                                                              In total: 19%
 to split up the home in order to create a lodger
                                                     15% 7%            77%               1%   are willing to
                       flat
                                                                                              rent.
                                                                                              Futher 9%
                to rent a part of the home without
                                                     12% 7%            80%               1%
                                                                                              would do this
                          reconstruction                                                      possibly

       to exchange the home for an appartment
                                                      19%      21%           59%         1%
                 suitable for elderly

 Base 341 senior houseowners

 Living spaces - Fischer, Stieß, eceee June 2019                                                      10
Barriers to densification

                           trifft
                            Fullyvoll und ganz zu
                                  agree             trifft eher
                                                    Rather      zu Rather
                                                             agree trifft eherdisagree
                                                                                nicht zu     trifft
                                                                                              Fully überhaupt
                                                                                                      disagreenicht zu    weiß nicht
                                                                                                                           Don‘t know

 I do not
        Ichwant  tomein
            möchte  share  my
                        Haus    house
                             nicht       with other
                                   mit anderen Leuten teilen                    39%                17%      15%          18%    8%
 people
 I am afraidIchtohabe
                  come  across
                      Angst an diethe  wrong
                                   falschen    sort
                                            Mieter zu of
                                                      geraten              25%             17%      18%             29%        9%
 tenants
   Mich um die Vermietung einer Wohnung zu kümmern, ist mir
                                                                        15%      10%        20%                 40%            10%
 I think it is too muchzuwork      to rent out a flat
                            viel Arbeit

 I amIch fürchte
      afraid  ofmich vor Meinungsverschiedenheiten
                 quarrels  with the tenants mit den                    14%       11%       20%                42%              10%
                                 Mietern
 I cannot immagine what a reconstruction
  Ich kann mir nicht vorstellen, wie ein Umbau konkret (baulich)
 would look like in practice
                          aussehen sollte
                                                                         18%      11%        16%                42%            10%

 IHinsichtlich
   feel overwhelemd
               eines Umbauswith
                            fühlethe  planning
                                  ich mich mit derand
                                                   Planung und
                                                                       9% 10%          20%                    49%              10%
 organisation ofOrganisation
                      a reconstruction
                                 überfordert

 I cannot afford a reconstruction
             Finanziell ist ein Umbau für mich nicht machbar 8% 12%                     23%                    42%             11%

   Base: 341 senior houseowners

Living spaces - Fischer, Stieß, eceee June 2019                                                                                      11
Views on moving

 Would moving be in principle an option?
 (deducted from different moving options)                                yes   possibly   no

                                                           26%
                                                                   50%

                                                             24%

    About 75% of repondents consider moving to an elderly-friendly appartment or house
       as a potential option. Collective housing projects appear particularly attractive.
   Base: 341 senior homeowners

         Living spaces - Fischer, Stieß, eceee June 2019                                       12
Barriers to moving

                              trifft
                                Fullyvollagree
                                          und ganz zu   trifft eher
                                                        Rather      zu
                                                                  agree trifft eherdisagree
                                                                        Rather      nicht zu    trifft
                                                                                                 Fully überhaupt
                                                                                                         disagreenicht zu     weiß
                                                                                                                              Don‘tnicht
                                                                                                                                     know

                 Ich fühle
I feel too attached      tomich zu sehr mit meinem Haus verbunden
                            my house.                                                  48%                  21%         14%     13% 3%

I haveIchso
          habe
             manyso viele Sachen,that
                     belonings    an denen
                                       I lovemein
                                               andHerz   hängt und bei
                                                     I wouldn‘t                  29%           16%         23%                28%     3%
know whereeiner kleineren  Wohnung
                 to put them    in a wüsste
                                     smallerichflat.
                                                 nicht, wohin damit

    Es gibt in meiner Gemeinde keine passenden Wohnungs- oder
In my municipality there are no suitable flats / houses.                    15%    17%     21%                  20%           26%
                              Hausangebote
Suitable  flats or houses are
      Die Wohnungsangebote,       dietoo
                                       für expensive.
                                           mich in Frage kommen, sind
                                                                            14%   18%      19%                   21%          26%
                                   zu teuer
The returns     from
        Der Erlös   ausselling my house
                         dem Verkauf    meineswould
                                                Hauses  not   be nicht für
                                                           würde
sufficient to buy                                                          10% 13%     18%                        41%            15%
                   dena Kauf
                        neweiner
                             flat. neuen Wohnung reichen.
I do not knowIch weiß
                  hownicht,  wie ich estoanstellen
                         to proceed                  soll, eine geeignete
                                            find a suitable     flat.      8% 10%    25%                             50%            7%
                                Wohnung zu finden
I do not know     hownicht,
             Ich weiß    to proceed
                             wie ich dasto Haus
                                            sell or  rentverkaufen
                                                  richtig   out the oder
house.                                                                     6% 14%     22%                         48%               8%
                                  vermieten kann
       Ich fühle mich mitbyderthe
I feel overwhelmed              Planung und Organisation
                                   planning              überfordert 6% 11%
                                            and organisation.                             25%                      52%              5%
Moving is too expensive.            Die Umzugskosten sind zu hoch 4%10%                 26%                    41%              18%
Base: 341 senior houseowners

    Living spaces - Fischer, Stieß, eceee June 2019                                                                                         13
Readiyness to change housing situation

 „Will you make substantial changes in your housing              „Do you have specific plans how to change
 situation in the next 5 years?“                                 your housing situation?“

   certainly            probably               rather unlikely       yes    no     don't know
   no                   don't know
                                                                             3%

                 41%                   3%

                                    6%
                                                                     45%             52%
                                    8%

                   42%

        Base: 341 senior houseowners                                    Base: 49, who are ready fo change

         Living spaces - Fischer, Stieß, eceee June 2019                                                     14
Barriers that can be adressed

                                                                                             - I love my house (and garden)

                                                  I never thought about changing anything.
                                                                                             - I need the space for my belongings
                                                                                             - I want to stay in my neighbourhood
                                                                                             - I want to keep guest rooms
                                                                                               available
                                                                                             - I want to avoid hassle
                                                                                             - I do not want to have other people
                                                                                               in the house / I do not trust tenants
                                                                                             - I do not know how to proceed

                                                                                             - I cannot find a suitable apartment
                                                                                             - A new apartment is too expensive
                                                                                             - Reconstruction is too expensive
                                                                                               (and I do not get a loan)

Living spaces - Fischer, Stieß, eceee June 2019                                                                                  15
A holistic approach

                                                                                                            •Sensitization
                                   General public relations

          Promotion individual                                Promotion guidance
             ´advice service                                      workshops

                                                                                                            Motivation
                                                                                                 Guidance
                         Individual                            Guidance
                       advice service                          workshops
  Adapti g
   housin
    to old

                                                                                           Law
      age

        ng

                                             Coordinator
         Str nsif n

                                                                                                             •Action support
                                                                                           g
          de o

                                                                                        cin
                                              energieland
            uc ica

                                                                                      an
                                                 2050
              tur ti

                                                                                   Fin
                  al

                      En
                    re erg                                                 -
                      fu e
                    m rbi tic                                            Co sing
                      en sh                                               u
                         t         Renting                    Selling   Ho
                                    out           Finding a     the
                                                     flat      house

Living spaces - Fischer, Stieß, eceee June 2019                                                                                16
First steps: The individual advice service
(to start in July…)

                                    1. Clarifying motivation, setting goals

                                          2 Current housing situation

                                  2.1 Space             2.2              2.3
                                  and its use          Garden           Plans

                                        3 Housing desires and criteria
                                                                3.2 Family and
                                 3.1Space and garden
                                                                  community

                                                3.3 Housing criteria

              4.1 Modul A: Housing alternatives (1-2             Not     4.2 Modul B: Remain      Not
                            options)                            appea        (1-2 Themes)        appea-
                                                                ling?                            lling?
                             Refurbish-                                  Barriers, renovation,
               Moving                              …
                               ment                                         energy use…

                    5: Closing section: Prioritisation, further offers and information

Living spaces - Fischer, Stieß, eceee June 2019                                                           17
Contacts & links

                                                 LebensRäume project:

                         https://kommunen-innovativ.de/lebensraeume

                                                   Corinna Fischer

                                        Oeko-Institut e.V., Darmstadt,

                            +49 (0)6151 8191 131, c.fischer@oeko.de

                                                    Immanuel Stieß

             ISOE Institut für sozial-ökologische Forschung, Frankfurt,
                     +49 (0)69 707 59 1919, stiess@isoe.de

Small is beautiful | Stieß et al | Behave 2018
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