In a Time of Market Uncertainty, Smart Money Is on Solar

Solaris CFO Jes Rawley on Why Investing in Solar Right Now Is ‘The Safest Thing You Can Do with Your Capital’

Right now is the time to move capital into solar energy investments. While the global and U.S. markets are volatile, investors are seeking solid opportunities within a landscape of uncertain options. Solaris Energy has proven that solar is a stable choice — one investors should act on before the end of the year.

“It’s not the right move for people to be cautious in renewables right now,” says Solaris Energy CFO Jes Rawley. “We see a lot of volatility in the market, and we know with the passage of the reconciliation bill that we have six months to buy into proven solar investments. These investments have high, stable returns that are contracted for 25 years. It’s our opportunity to take advantage of this proven asset class as much as possible.”

Solaris’s Ace I Portfolio Fund, which closed in November 2024, is an excellent example of solar as a safe and profitable investment. Plural Energy managed the fund’s investors, and RSF financed the long-term loan.

As shared by Plural: “Unlike many renewable energy investments that carry development or construction risk, the portfolio consists of 20 operating commercial-scale solar installations primarily concentrated in Colorado. The assets have been revenue-generating for 5-10 years, with investors receiving exposure to the remaining 10- to 20-year contracted revenue streams. The majority of this contracted revenue comes from trusted purchasers such as universities, municipalities, and community centers — providing investors with stable, predictable cash flows backed by creditworthy counterparties.”

Looking back on the Ace I Portfolio performance, we see firsthand the value solar investments provide: stable, contracted, long-term returns on invested capital. Some highlights:

• In the portfolio’s first few operational months, November and December 2024, the solar assets generated 340,783 kWh of electricity, matching initial projections of 334,626 kWh

• Net Operating Income was within 1% of forecasts

• Debt financing was secured at a 7% interest rate, amortized over 20 years

• The portfolio issued its first distribution in March 2025

• The first quarter delivered 11.2% annualized returns

Building on the success of the Ace I Portfolio, Solaris will provide investment opportunity in the next Ace II Portfolio sale. We invite accredited investors who are interested to reach out to us now.

“These are operating assets. They have contracted revenue. We have a lending party. The projects are already performing. We have already recorded returns. You just can't get much more stable than that. I think it’s the safest thing you can do with your money,” Jes says. “We’re looking for millions of dollars — from capital that understands the power of safe harbor — to buy these proven projects. We’re working as hard as we can to move as much capital as possible before the end of 2025.”

Jes adds: “My main message for investors: Don't hold back. We have proven inventory, and this is the ideal time to get into something really stable while you can.”

Interested in learning more about the Solaris Ace II Portfolio? Let’s talk!