Due to its ability to assess cash flows in a comprehensive manner, encompassing timing, amount, following investments, distributions, and changes in asset value, we have chosen the Internal Rate of Return (IRR) as our main performance statistic. IRR gives investors a comprehensive picture of the entire success and worth of our prospects by precisely measuring investment performance and accounting for the time value of money.
Return on Realization (IRR)`
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Real assets, such as investments in solar energy, provide a solid and dependable foundation for any well-diversified portfolio in the face of rising inflation and market volatility. Our solar portfolios offer long-term, contracted cash rates that are intended to beat inflation and create enduring wealth, along with international diversification. In unpredictable economic times, this strategy promotes resilience by providing stability and growth.
| Public REITs 2 | S&P 500 3 | |
|---|---|---|---|
| 2024 | 13.0% | 11.5% | 26.3% |
| 2023 | 13.7% | -25.1% | -18.1% |
| 2022 | 13.7% | 39.9% | 28.7% |
| 2021 | 11.3% | -5.9% | 18.4% |
Monthly cash dividends from energy sales are the main source of these portfolios’ long-term returns. Nonetheless, during these portfolios’ initial growth stages, share value appreciation or depreciation is more important. Share prices typically rise during project building phases when dividends are smaller. On the other hand, share prices typically decline as projects mature when a large portion of them are cash-flowing and paying dividends. The link between yield from dividend payments and yield from share appreciation is depicted in the graphs below.
