Infrastructure
Tax-Advantaged Income from Renewable Energy Assets
Fairtide aims to grow income by investing in tax-advantaged infrastructure assets that capture the value of rising energy rates.
Benefit from Structurally High Power Prices
Electricity Prices Are Rising 2x Inflation
At a time when utility-scale energy generation takes years the combination of increasing energy demand and difficulty in building new utility-scale generation are driving rising energy prices across the U.S.
These factors are most acute in California, the mid-Atlantic, and New England—prime markets for distributed renewable energy assets such as battery storage, solar, and heat pumps.
1. Data Source: U.S. Energy Information Administration, “Short-Term Energy Outlook,” May 2025 2. Data Values: U.S. Regional Electricity Prices to Ultimate Customers
Utilities Profit by Investing Capital that Raises Retail Rates
Utilities are regulated monopolies with a cost-plus business model. Today, investor-owned utilities (“IOU”) provide electricity to 72% of Americans.4 IOUs are regulated by state-based Public Utility Commissions, which allow IOUs to make money by investing in CAPEX. The more money the IOU invests, the more profit it makes. The result is a structural incentive to raise rates.
3. Deloitte, “Growth, Investment Supercharge U.S. Power Sector,” Mar 27, 2025, https://action.deloitte.com/insight/4391/growth-investment-supercharge-us-power-sector. Chart source: S&P Global Market Intelligence. Implied 2025–2029 rate increase projection source: Edison Electric Institute (EEI) “2024 Financial Review: Annual Report of the U.S. Investor-Owned Electric Utility Industry.” 4. U.S. DOE Energy Information Administration, 2026.
Be In Good Company
Harnessing the income and tax benefits5 of renewable energy infrastructure investment is a strategy used by certain large institutional investors to reduce tax liabilities and increase returns.6
5. Photovoltaic solar (“solar”) and battery energy storage system (“BESS”) assets are eligible for Federal investment tax credits (“ITC”) and depreciation deduction per Section 48 and its successors of the US Internal Revenue Code. 6. Corporations such as Bank of America, JP Morgan, and Wells Fargo own an interest in renewable energy assets and receive tax benefits from them according to their 2023 Annual 10K filings.
“If you invest for income, you should seek the highest after-tax income.”
The Wall Street Journal7
7. Jason Zweig, "You Won the Battle on Investment Fees. You’re Losing the War Against Taxes." The Wall Street Journal, May 29, 2026