Tax Equity Investment in Clean Energy Infrastructure
Partner with Helios Charging for attractive tax equity investment opportunities backed by federal incentives and a proven development track record.
Tax Equity Investment Overview
Tax equity financing allows investors to monetize federal tax credits while supporting critical clean energy infrastructure development.
Investment Tax Credit (ITC)
Monetize 30% federal investment tax credits on solar installations through 2032, stepping down to 26% in 2033 and 22% in 2034.
Production Tax Credit (PTC)
Alternative credit structure providing per-kWh production incentives for qualifying renewable energy projects over 10-year periods.
MACRS Depreciation
Accelerated depreciation schedules allowing full cost recovery over 5-7 years for solar and EV charging infrastructure.
Tax Equity Investment Modeler
Estimate your potential 5-year return from investing in a Helios Charging project.
Investment Inputs
Automatically calculated at 2x your equity investment.
Model Assumptions:
- ITC Rate: 40%
- Bonus Depreciation (2025): 100%
- Investor Tax Rate: 21%
- TEI Allocation (Tax): 99%
- TEI Allocation (Cash): 5%
- Annual Revenue: 8% of Project Cost
- Operating Expenses: 10% of Revenue
Model Your Investment
Enter your project and investment details to see a personalized 5-year financial projection.
Why Partner with Helios
Our experienced team and proven track record provide institutional investors with confidence and superior returns.
Proven Track Record
15+ years developing renewable energy projects with 100% completion rate and consistent financial performance.
Institutional Focus
Dedicated institutional investor relations with transparent reporting and professional project management.
Risk Mitigation
Comprehensive due diligence, insurance coverage, and experienced legal structuring to protect investor interests.
Pipeline Depth
Robust project pipeline ensuring consistent investment opportunities across multiple market segments.
Operational Excellence
In-house O&M capabilities ensuring optimal asset performance and investor returns throughout project life.
ESG Impact
Measurable environmental and social impact supporting investor ESG mandates and sustainability goals.
Advanced Tax Equity Strategy
A sophisticated HoldCo/SPV structure to streamline investments, maximize value, and accelerate growth for Helios Charging.
The HoldCo/SPV Portfolio Structure
To enhance efficiency and attract larger investments, we'll utilize a holding company (HoldCo) structure. This HoldCo owns a portfolio of Single-Purpose Vehicle (SPV) LLCs, each containing one operational project.
Helios Charging (C-Corp)
Sponsor/Developer & GP
Helios Portfolio HoldCo (LLC)
Investment Vehicle for TEIs
Project SPV 1 (LLC)
Solar Project Alpha
Project SPV 2 (LLC)
EV Charging Hub Beta
Project SPV 3 (LLC)
Solar Project Gamma
How it Works: Helios Charging develops a project. Upon completion, the project assets are formally transferred into a new, wholly-owned SPV LLC. This SPV is then owned by the HoldCo partnership. This "drop-down" is a standard contribution of assets.
Capital Flow & Investment Timing
Tax Equity Investors (TEIs) invest a lump sum into the HoldCo. This capital is then deployed into individual SPVs precisely when needed, simplifying timing and maximizing efficiency.
- ▸TEI Investment: An investor commits capital to the HoldCo, which can happen at any time. This capital is held at the HoldCo level.
- ▸Capital Call: As a project SPV is ready to be "Placed in Service" (PIS), the HoldCo deploys the necessary capital into that specific SPV. This contribution formalizes the partnership's basis in the project.
- ▸Timing is Critical: The TEI must be a partner in the entity that owns the asset *at the moment it is Placed in Service*. The HoldCo structure ensures capital is ready to be deployed instantly, meeting this requirement without delay for each new project.
Benefits of the HoldCo Structure
This model is highly attractive to institutional investors and provides significant operational advantages for Helios Charging.
- ✓Simplified Investing: TEIs make a single, larger investment into the HoldCo instead of multiple small investments into separate projects.
- ✓Risk Diversification: Investment risk is spread across a portfolio of projects rather than being concentrated in a single asset.
- ✓Operational Efficiency: Streamlines management, reporting, and allows for a master insurance policy (e.g., a portfolio-wide liability policy) with specific coverages per project site as needed.
Sample Project Timeline: "Solar Project Alpha"
This timeline illustrates the key milestones for a single project within the HoldCo structure, from commissioning to the TEI's investment and beyond.
Month 1, Day 1: Mechanical Completion & PIS
Construction is finished, the project is commissioned and officially "Placed in Service" (PIS). At this exact moment, the HoldCo (with the TEI as a partner) is the owner of the SPV holding the project. This is the critical date for ITC eligibility.
Month 1, Day 1-15: Final Diligence
A third-party appraisal confirms the Fair Market Value (FMV) of the project. Final legal and financial documentation is executed.
Month 1, Day 16-30: TEI Capital Contribution
Based on the final FMV and agreed-upon terms, the TEI's capital is formally contributed from the HoldCo into the SPV. While the TEI was a partner at PIS, this is the funding event for the specific project. Tax benefits (ITC and Depreciation) are calculated based on the project's cost basis, not just the TEI's contribution.
End of Tax Year: Realization of Benefits
The TEI files their taxes for the year the project was placed in service, realizing the full ITC and the first year's depreciation benefits. Even if an IRR target is met instantly on paper, the partnership continues, and cash distributions proceed as per the waterfall agreement. The "flip" is a calculated milestone, not an immediate dissolution of the partnership.
Year 5+, Day 1: Buyout Option
The 5-year ITC recapture period ends. Helios Charging now has the option to buy out the TEI's remaining interest in the SPV at Fair Market Value, potentially using project cash flow or refinancing the asset.
Investment Process
Our streamlined process ensures efficient execution while maintaining institutional standards.
Initial Consultation
Confidential discussion of investment criteria, capacity, and timeline requirements.
Project Presentation
Detailed project overview including financial models, tax benefits, and risk analysis.
Due Diligence
Comprehensive review of legal, technical, and financial documentation with third-party validation.
Closing & Operations
Transaction closing with ongoing asset management and investor reporting throughout project life.
Schedule a Confidential Consultation
Connect with our institutional investor relations team to discuss current opportunities.
Ready to Explore Tax Equity Opportunities?
Join institutional investors who are already benefiting from our clean energy investment platform.