Conversation with Katie Carlquist

Hey there! I'm Alden with Pluries Capital. Thanks for hopping on — what can I help you with today?

I did not catch that. Are you able to tell me a bit about your hotel and what you are looking to understand about solar?

Got it, hi...

Sure, happy to. What would you like me to walk through first — how the savings work, what it costs,...

Absolutely. What part are you most curious about: how we cut the electric bill, how the...

Got it. At a high level, it is a hotel specific program where we handle everything end to end, use your roof or parking areas for solar, and structure it so you cut your power costs and tap into federal incentives without you having to manage the project yourself. Underneath that, it uses what we call a value trade structure instead of a traditional cash only purchase, where you participate in a hospitality credit program that creates additional economic benefit beyond just the energy savings, and our finance and legal team back that with independent appraisals and opinions so it is set up to be compliant. From your side, the process is pretty simple: you share the property info, we run the design and proposal, review it with you, and if you like it we then move into permitting and installation while the hotel keeps operating normally. To make this concrete for you, can you tell me your role with the hotel and roughly where the property is located...

Thanks for that. ...

Thanks for clarifying that. Just so I am on the same page, can you tell me the hotel or property name at that Hillcrest Lane address, and then confirm if that six three zero number you shared is the best number for the team to reach you on?

You are welcome. Before we wrap, can you confirm the hotel name at that Hillcrest Lane address so I can have the team follow up properly?

No problem at all. If you change your mind later or want to revisit solar for the property, you can always have the team start with a free assessment through pluriescapital dot com.

Sure, I can give you the high level view. The program uses what we call a value trade structure instead of a simple cash purchase, where the hotel participates in a hospitality credit program in connection with the solar installation, creating additional economic benefit on top of the energy savings. It is designed to follow IRS fair market value principles for barter transactions and is supported by independent appraisals, third party valuations, and legal opinions to keep it compliant. The more detailed pieces around how the credits are created, valued, and documented are handled directly by our finance and legal team. If you would like to dig into that, I can have them walk you through the specifics for your situation. Would you like someone from the team to reach out and go deeper on the barter structure, and if so, what is the best name and number for them to contact?

Totally fine. If you ever want to revisit it or see what solar might look like for your property, you can always start with a no cost assessment through pluriescapital dot com.

At a simple level, there are two different “credit” ideas here, so I will separate them. On the energy side, your utility gives you solar bill credits for the power your system produces, which show up as a reduction in your hotel’s electric charges month to month. On the tax side, there is the federal investment tax credit for solar, which can offset a portion of the project cost for eligible owners, and that is something our team structures and documents for you, working with tax professionals. For the specific hospitality or barter credits in this program, the way those are created, valued, and ultimately used is handled entirely by our finance and legal team, and they walk owners through the documentation, appraisals, and usage in detail. If you want to go deeper on that last piece, I would have one of them explain it directly for your situation.

On the hotel side, you are not trading or spending those hospitality credits in some rewards style way day to day. They are part of the structured value trade behind the scenes, with independent appraisals and legal documentation that our finance and legal team handle, so that the overall transaction lines up with tax and valuation rules. From your perspective as an owner, what you really experience are the lower power bills and the standard solar tax benefits; the detailed mechanics of how the program credits are created, applied, and documented are something our finance team would need to walk you through directly for your situation. If you ever decide you want that deeper dive, I can have someone from the team reach out and go line by line with you...