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Conversation with Tyler Marshall

AI Summary

The conversation began with Alden from Pluries Capital introducing himself to Tyler. Tyler initially stated he was gathering information but then clarified he is an investor interested in LSI's solar program, specifically the value trade and tax credit setup. Alden provided a high-level overview of the program's structure, including the value trade and federal investment tax credit, while noting he could not offer investment advice. Tyler agreed to be connected with Pluries Capital's finance team for a detailed discussion on the program's structure and risk profile. He provided his name, Tyler Marshall, and email, tyler@tshllc.com, confirming his interest was from an investor's perspective. The agent confirmed the finance team would follow up.

Recording

Contact
Tyler Marshall
Phone / Email
tyler@tshllc.com
Property
Not provided
Location
Not provided

Transcript

Alden0:00
Hey there! I'm Alden with Pluries Capital. Thanks for hopping on — what can I help you with today?
Prospect0:06
Hey, Alden. I'm Tyler. Nice to meet you.
Alden0:10
Nice to meet you too, Tyler. Are you currently...
Prospect0:12
Alden, can you hear me?
Alden0:16
Yep, I’ve got you, Tyler — I can hear you clearly. Tell me a bit about your situation: do you already own or...
Prospect0:23
Uh, just gathering... I'm just gathering info for right now.
Alden0:29
Got it, totally fine — happy to just be a resource. What kind of info are you most interested in: how the savings work, what it costs, or whether your hotel would even qualify?
Prospect0:52
...
Alden0:54
No problem, take your time. Since you’re just gathering info, would it be most helpful if I start with how much hotels typically save, or with how the program actually works step by step?
Prospect1:07
Step. Uh, I'd like to-- for you to tell me about LSI's solar program. I'm actually an investor and I'm trying to decide if, if that's something you think I should invest in.
Alden1:22
Got it, that helps — and just to be clear, I can walk you through how the program works, but I can’t give investment advice. Big picture, this is a national hotel solar program where Pluries Capital and LSI handle everything end to end for hotel owners: we design the system, arrange financing, manage installation, and use a value trade structure that ties in hospitality credits instead of a simple cash only sale. From your investor lens, are you more interested in the hotel side of the economics — savings, adoption, structure — or in how the value trade and tax credit piece is set up?
Prospect2:06
Uh, I'd like to hear how the value trade and tax credit piece is set up.
Alden2:11
On the value trade side, the program is set up as what we call a value trade structure, not a simple hardware purchase, and it includes a hospitality credit component that creates additional economic benefit for the hotel beyond just lower power bills. On the tax credit side, hotels can tap the federal investment tax credit, often around one third of the system value or more, but the specifics of how that is calculated, documented, and supported are handled by our finance and legal team with independent appraisals and legal opinions to keep it aligned with IRS requirements. The detailed mechanics of the credit structure, valuations, and tax treatment are something our finance and legal folks walk through one on one; if you’d like to dig into that as a potential investor, I can have them reach out and go deep with you. Would you want someone from that team to connect with you specifically on the structure and risk profile, or are you still at mo...
Prospect2:52
Okay.
Alden2:54
Totally fair. Since you’re looking at this as a potential investment, it probably makes sense to have our finance folks walk you through the structure directly rather than me staying high level. If you’re open to that, what’s the best email or phone number for the team to send you a more detailed overview and set up a call?...
Prospect3:12
Yes.
Alden3:14
Great — I’ll have them connect with you. What’s your full name, and then the best phone number or email for the team to reach you?
Prospect3:34
...
Alden3:36
No rush at all. When you’re ready, can you tell me your first and last name, and then the best phone number or email to reach you on?
Prospect3:46
I-- My name is Tyler Marshall, and my email is tyler@tshllc.com.
Alden3:55
Perfect, thanks Tyler. Just so they route you to the right folks, should they frame this as you exploring participating in the hotel solar program as an investor, not as a hotel owner?
Prospect4:08
Yes.
Alden4:13
Got it, I’ll note that you’re looking at this from the investor side, not as an owner. I’ll have the finance team reach out to you at that email with a deeper dive on the value trade structure, credits, and how the program is set up. Anything else about the program or the hotel side of the model you’d like me to walk through while you’re here?
Prospect4:33
Uh, no, that’s all for right now.
Alden4:37
Sounds good, Tyler. Thanks for taking the time today — the team will be in touch with you soon at that email.
Prospect4:48
Okay. Thank you, Alden.
Alden4:53
You got it, Tyler. Talk soon.

Details

Duration
5:01
Status
COMPLETED
Sentiment
Follow-up
Needed