This study presents an in-depth analysis of 69 case studies focusing on the energy retrofit of historic buildings, uncovering challenges, best practices, and lessons learned to balance energy efficiency improvements with heritage preservation. The findings highlight several challenges encountered during renovations, such as complex heritage evaluations, restrictions on alterations, coordination issues with authorities, technical limitations, higher investment costs, and knowledge gaps. On the other hand, identifying factors promoting renovation, including demonstrating energy savings while respecting heritage, early collaboration between planners and authorities, and quantifying investments, could incentivize owners and authorities. The limitations of a still-limited sample size, occasional incomplete data, and potential sample bias call for cautious interpretation of the presented analysis. Despite these, the study provides valuable insights into successful projects, emphasizing the need for scalability, knowledge transfer from innovative policies, and targeted policy-making for successful replication. The study concludes with a call for further development of the HiBERatlas (Historic Building Energy Retrofit atlas), an extensive resource for historic building renovation, expanding its database, collaborating with agencies, and tailoring guidance for stakeholders to foster energy retrofits in heritage buildings.

Historic building restoration and renovation requires sensitivity to the cultural heritage, historic value, and sustainability (i.e., building physics, energy efficiency, and comfort) goals of the project. Energy-efficient ventilation such as demand-controlled ventilation and heat recovery ventilation can contribute to the aforementioned goals, if ventilation concepts and airflow distribution are planned and realized in a minimally invasive way. Compared to new buildings, the building physics of historic buildings are more complicated in terms of hygrothermal performance. In particular, if internal insulation is applied, dehumidification is needed for robust and risk-free future use, while maintaining the building’s cultural value. As each ventilation system has to be chosen and adapted individually to the specific building, the selection of the appropriate system type is not an easy task. For this reason, there is a need for a scientifically valid, systematic approach to pair appropriate ventilation system and airflow distribution solutions with historical buildings. This paper provides an overview of the interrelationships between heritage conservation and the need for ventilation in energy-efficient buildings, regarding building physics and indoor environmental quality. Furthermore, a systematic approach based on assessment criteria in terms of heritage significance of the building, building physics (hygrothermal performance), and building services (energy efficiency, indoor air quality, and comfort rating) according to the standard EN 16883:2017 are applied.