Renewable Energy Portfolio Management
Our extensive experience managing investments structured with both tax credit and traditional equity allows us to start every relationship with a deep understanding of your renewable energy investments and risks. We focus on renewable energy portfolios across diverse asset classes with structured preferred equity interests in partnerships that monetize tax credits.
Asset Management
- Monitor development and construction status of individual projects
- Monitor projects for business and compliance risks, notify Investor of any identified issues, and minimize risk to the Investor
- Monitor relevant provisions within partnership operating agreements for compliance by Sponsors and other partners
- Identify KPIs with the Investor for each deal and monitor and report against those KPIs
- Collect and review quarterly financial statements from individual partnerships; follow up on variances against financial projections
Treasury, Financial Reporting and Tax Preparation
- Provide bookkeeping, cash management and loan servicing, as applicable, for entities within the structure as requested by Investor
- Coordinate capital calls
- Prepare quarterly financial statements for the investment entity and facilitate the preparation of audited annual financial statements and tax returns with a third-party accountant
- Facilitate the preparation of capital account calculations, tax basis, E&P, etc.
- Loan servicing
- Provide executive level dashboard reporting of portfolio on a quarterly basis
