How Rose Associates unlocked $700K in incentives with just 3 hours of internal time
$700K
in federal energy efficiency incentives for one multifamily property
60 days
from identification to capture
3 hours
of internal time
Discover how this leading real estate firm partnered with Roble to find and claim energy incentives on autopilot.
"Roble is a game-changer for our firm and for our clients. Their energy experts turned regular code-compliance improvements into tangible savings." – Wilson Acosta, Director, Multifamily at Rose Associates
Turning efficiency upgrades into incentives for clients
As one of the top property management firms in NYC, Rose Associates has built an impeccable reputation for delivering world-class services. To maintain this high bar, the firm must ensure that their clients’ properties are always 100% compliant with constantly evolving state energy usage laws.
“In New York, there are a lot of local laws and requirements we have to meet around lowering energy use in large properties,” explains Wilson Acosta, Director of Rose Associates’ multifamily portfolio. “At one property, we even brought in a firm to evaluate energy usage in common areas and suggest efficiency upgrades.”
That focus on compliance set the stage for a new opportunity at a Brooklyn property. After recent improvements, the property’s majority owner wanted to know whether the building might qualify for a federal energy efficiency incentive. The Rose team knew that capturing this incentive wouldn’t just put money back in their client’s pocket. If successfully executed, it would pave the way for more projects across their portfolio, enabling them to add incentive analysis to their suite of value-added services.
While pursuing this opportunity was a no-brainer, the challenge lay in the execution. Incentive capture would take specialized energy data expertise and hours of time the Rose team didn’t have to spare. To find and validate the maximum savings for the property, they needed to outsource the job to an external partner. One who could:
- Gather and analyze piles of dense project documentation
- Perform an on-site engineering audit
- Construct a complex energy model
- Prepare a full certification package and audit-ready compliance reports
These considerations led the team to Roble. Roble came highly recommended by other property owners in Rose's network, so the team decided to move forward.
"We’re always looking for better ways to serve our multifamily clients. Adding Roble’s incentive capture to our offerings really helped us raise the bar."
Converting routine updates into clear savings opportunities with Roble
With Roble, Rose was able to spot and substantiate significant incentives linked to the Brooklyn client’s recent property updates.
Right after kickoff, Roble’s software platform ingested the client’s property data and provided Rose with a preliminary assessment detailing several eligible improvements.
Once Rose had given the green light, Roble coordinated with the property’s on-site team to gather and analyze all relevant project documentation, conduct a physical engineering inspection and verification of the upgrades, and create a sophisticated energy simulation.
The conclusion of their findings was major savings for recent HVAC, hot water, interior lighting, and building envelope upgrades.
The process of validating and claiming these savings was just as seamless. After gathering the documentation needed to certify the project, Roble then turned around audit-ready compliance reports just two weeks later.
Best of all, the Roble team did it all without pulling on Rose’s internal team. With modeling results, certifications, and compliance documents stored in Roble’s cloud portal, the team easily tracked incentive status and updated their client on these savings.
Thanks to this unexpected revenue stream, the Brooklyn client can now reinvest in future capital improvement projects that keep them compliant with New York laws and even carry their own incentive possibilities.
As for Rose Associates? “Coming to my client with easy savings really helps solidify loyalty,” Wilson says. “And when you operate in the competitive New York market, that isn’t a small thing.” Now that Roble owns incentive capture, Rose Associates has turned regular compliance work into repeatable, high‑impact savings opportunities.
"The Roble team owns the entire incentive capture workflow. Being able to deliver significant savings to my clients on autopilot is a huge stress relief."
Major client savings and a scalable institutional framework for incentive capture
Roble empowered Rose to turn necessary property improvements into a new source of savings for their client—without requiring any internal lift. The project ultimately strengthened Rose’s relationship with the Brooklyn property owners, giving the team a repeatable capture framework for identifying and evaluating incentive opportunities across the rest of their client base.
Since partnering with Roble, Rose has:
- Claimed a $700K federal energy efficiency incentive on a multifamily property
- 60 days from identification to capture
For Rose Associates, the dollars recovered were just the beginning of the partnership. The more durable outcome has been visibility into how energy incentives apply across their multifamily portfolio.
With a clear view into incentive eligibility, Wilson is equipped to pursue more opportunities for his clients. Plus, the team has recommended Roble to two other Rose ownership groups. The firm’s end goal is to engage Roble for every eligible opportunity across their portfolio.
$700K
in federal energy efficiency incentives for one multifamily property
60 days
from identification to capture
3 hours
of internal time
"I hope to work with Roble’s responsive team on as many projects as possible. In fact, I’ve been enthusiastically proposing them to our other ownership groups, too."
