How the Internet of Things Will Change Homes and Homebuilding. PCBC 2015 June 25, 2015

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How the Internet of Things Will Change Homes and Homebuilding PCBC 2015 June 25, 2015

The Experts Glenn Renner Isabell Kerins John Webster Juan Lopez Chris Klein President HomeSphere Director, Design Lens John Burns Real Estate Consulting Director of Residential New Construction Lennox Industries Director of Marketing, Connectivity LiftMaster Co-founder Rachio

Learning Outcomes Gain understanding of the IoT market and its steep growth trajectory. Hear how IoT home products generate sales and deliver benefits for builders/homebuyers. Understand the current adoption rate for connected products. See into the future of connected home design.

IoT= The Place to Be Estimated Device Shipments by Sector The Internet of Things: The Future of Consumer Adoption, Acquity Group, 2014

IoT for the Home = Most Desirable The Future of Consumer Adoption Smart clothing Wearable display Self-driving vacuum Smart watch Smart fridge 5 years 1 year Connected security Wearable fitness Smart thermostat 0 5 10 15 20 25 30 35 The Internet of Things: The Future of Consumer Adoption, Acquity Group, 2014

IoT for the Home: A Booming Market $500 Connected-Home Revenue (in Billions) $400 $300 $200 $100 $0 2014 2015 2016 2017 2018 2019 The Connected Home Report, BI Intelligence, 2014

Adoption Rates by Category Global Connected-Home Device Shipments by Category The Connected Home Report, BI Intelligence, 2014

Consumer Insights National New Home Shopper Preferences

The key ingredients to good technology? More Time. More Savings. More Comfort.

Energy Savings = Top Priority 91% want energyefficient home products if it will save on their monthly expenses.

Buyers Pay to Save 65% said they would pay $7,500 or more for green products if they returned monthly savings.

Top 5 Energy-Efficient Features 1. Newer windows 2. Programmable thermostat 3. Adequate insulation 4. New A/C unit 5. High insulation standards

What smart-home products generate sales and deliver benefits for builders/homebuyers?

25% want a smart home monitoring system for$7,000.

Smart Systems that Intelligently Manage People s Living Environment Control from smart device icomfort S30 smart communicating thermostat

Smart Systems that Intelligently Manage People s Living Environment Smart Away Schedule IQ Geo Fencing Technology Saves Energy - $ s Uses the GPS on your mobile phone to detect if you are home or away Automatically adjusts cooling/heating levels based on HO s geographic location Adapts to unpredictable routine s Allergen Alert - Comfort Monitors zip code for air quality - auto adds filtration Perfect Temp Feels Like Comfort Peace of Mind Remote Monitoring Save $ s Performance Reports save $ s Advance warning of a problemprognostics Truly proactive diagnostics Alerts HO/Dealer of issues before they are problems

This happens to us all DID I LEAVE THE GARAGE DOOR OPEN? THAT MOMENT

MyQ Partnerships MyQ controls Nest thermostat MyQ works Alarm.com app MyQ works with Wink App We re partnering with leaders in Home Automation to increase the value of MyQ to your homebuyers.

Sales Opportunities: Smart Sprinklers

What is the current adoption rate for connected products at your company/in your industry?

97% want the lowest operating costs.

90% want to prepare for rising energy costs.

73% will buy design features over energy-efficient features.

Only 7% said energy efficiency was not important to them.

2012 2013 2014 2015 2016 2017 Millions Optimistic Growth 6 5 4 3 2 1 0 Worldwide Shipment Forecast: Smart Thermostats (units) Acceptance of smart control products has been increasing at a rapid rate, driven by smartphone penetration and increased consumer awareness. Lennox adoption rate has increased significantly. Over half the high-end systems sold are controlled by smart thermostats. Smart technology is a major driver for the HVAC industry. Wi-Fi thermostat sales will double by 2017; 10X by 2020.

The Connected Garage User

What Connected Garage Users Tell Us 70% of homeowners use the garage as primary door 76% of the time Consumer feedback LiftMaster research (Nov 2014)

Adoption rates: Smart sprinklers If it ain t broke don t fix it: historical sprinkler controller turnover rate has been around 6%. But when it comes to smart, 86% of customers updated a working controller for a smart controller. Market forces like drought, rising water prices and growing channels like Amazon are expanding the turnover rate.

What does the future hold?

The Future What are some of the community and product solutions out there today? 1. Security 2. Temperature control 3. Lighting 4. Entertainment 5. Appliances 6. Measured performance 7. Better health 8. Community

The Future Lose your keys? Who needs them anymore. Keypad entry. You can let a guest in with an app. Works with in-house video and motion sensors. Advantage No key needed. Security. Convenience.

The Future Source Photo: Warmly Yours Heated floors? Heated Driveway. A whole new convenience. Radiant heat flooring a heated mat under your hardwood or tile that keeps your floor and your toes warm. Add to the outside and no more shoveling snow. Advantage Convenience. Time. Life made easy.

The Future A Sound Decision: Wireless Speakers in Can Lights Can lights, small circular lights inset in the ceiling, add elegance to any room. Now you can have music too. Source: CNBC Photo: Klipsch Advantage Easy sound that saves space.

The Future Smart Grid Appliances Turn appliances on remotely. Start dinner as you are leaving the office. Wash a load of laundry while on vacation. Monitor energy usage from ANYWHERE. Turn your appliances on during non-peak times. What s next? Tell your robot vacuum to have the house cleaned before you get home! Advantage Performance. Longer-term savings. Source: CNBC Photo: LG Electronics

The Future Health devices as the Boomers get older Telehealth links doctors and patients to track health and safety. Video conferencing with a physician for a scheduled checkup. Track diabetics using a tablet to transmit their daily glucose levels. Updates on heart rate and weight whenever you step on the sensorequipped treadmill in your home gym. Advantage Comfort. Time. Potentially Savings.

The Future Virtual View Not everyone is blessed with the pocketbook to have an apartment or home with stunning view. Advantage Views sell. Emotion. Comfort. Source: CNBC Photo: The Sky Factory

The Future Order Your Groceries Too? Connects to the Internet Manage the food inside Interactive grocery list and recipes take advantage of the items you have Tracks expiration dates Order food from an online grocery store directly through the embedded LCD screen. Advantage Save from wasting food. Maximizes recipes with food you have. Easy ordering. Saves time.

The Future An intranet brought to you. Made for you. Advantage Time. Money. Comfort. Connect. Source: Nextdoor

The Future Your Butler. Really. Manages laundry/dry cleaning Delivers groceries Picks up packages Send Mom a birthday card Stocks your refrigerator Learns behavior Customized for your preferences Advantage Convenience. Time.

The Future A new kind of power? Tesla is working on a house battery. Off the grid solution. Lower priced power solution. Advantage Saves money. Control. Source: ZME Science Photo: Tesla Home Battery

2015 Expanding core thermostat functionality to a lifestyle tool integrating other apps and services 2000 s 1970 s 1950 s Prognostics IoT enablement Smart Diagnostics Performance Metrics Wireless connectivity Source: IMS Research Worldwide Shipment Forecast for Remote Access and Control Thermostats (Millions), Gartner

IoT is the Future By 2020, 30 billion things will be connected every product > $100 will be smart New technology will be a Game Changer As new technologies emerge pieces will drop for smart products (i.e., mobile phones) As prices drop adoption rates for smart home products will soar

The Tipping Point Device makers, service providers and DIY home automation ecosystems will drive adoption IoT / Connected Home 50% tipping point = 2021 Berg Insights, 2013 LiftMaster analysis, 2015

Future of Smart Sprinklers The Early Years: DIY Market Growing Up: Remodelers and Landscape Professionals Maturation: Customer Demand in New Builds

Conclusions Now is the time to capture your share of the market, expected to reach $490 billion by 2020 Demand for IoT for the home will continue to grow, driven by: Full penetration of smart phone usage A growing IoT market (expected to reach $25 billion by 2020) with smart home technology at the top of consumer s minds Advances in technology that will overcome security and pricing concerns, lowering prices Remember: Comfort and security are top benefits Cost savings remain at the forefront of consumers minds Energy savings and being green remain important to buyers

QUESTIONS?

The Experts Glenn Renner, HomeSphere 720-974-6183, grenner@homesphere.com Isabell Kerins, John Burns Real Estate Consulting 949-870-1241, ikerins@realestateconsulting.com John Webster, Lennox Industries Intl. 972-497-6232, john.webster@lennoxind.com Juan Lopez, LiftMaster 630-501-2967, juan.m.lopez@chamberlain.com Chris Klein, Rachio 303-524-5516, chris@rach.io