SolaREIT

The program combines a shared market program with concurrent Capital, Markets & Deal Strategy and Energy Innovation & Investment tracks. Sessions address capital availability, tax equity and credit transfers, private credit, project bankability, investment risk, insurance, and the effects of policy and market changes on project finance. Topics include macroeconomic and geopolitical forces affecting U.S. energy investment; capital deployment across renewables, gas-fired generation, storage, transmission, and digital infrastructure; financing firm power amid rising electricity demand; and project-finance trends and capital sources. The innovation track covers emerging energy asset classes, post-tax-credit renewable and storage economics, AI and data-center power demand, permitting and commercialization barriers, small modular reactor economics, construction risk, geothermal, long-duration storage, and distributed energy. Closing discussions consider which energy technologies and business models may scale by 2030, what makes infrastructure bankable, and investment lifecycle strategies including M&A, value creation, and exits.

Plenary and concurrent sessions examine renewable project markets and financing across solar, wind, storage, and clean firm power. Topics include tax-credit policy and compliance, tariffs, domestic-content requirements, power and PPA prices, data-center and other large-load demand, interconnection, procurement, construction, supply chains, and post-subsidy project economics. Financing sessions address tax equity, transferable credits, preferred equity, debt, development capital, lender underwriting, diligence, tax insurance, risk allocation, offtake structures, storage revenue models, sponsor equity, M&A, portfolio and asset valuation, and operating performance. The program also covers community solar and commercial and industrial projects, clean-firm and co-located generation, domestic manufacturing, and the effect of changing policy and market conditions on project execution and investment.