Now Available on Plural: Preferred Equity in a Texas Microgrid Powering Next-Generation Biofuels and Carbon Capture

As market volatility and economic uncertainty continue defining today’s investing landscape, investors are increasingly hunting for alternatives to traditional equities. Luckily for Plural users, our next deal is now live, enabling accredited investors to participate in a clean energy offering with the expectation of returns uncorrelated with public equity markets.

At Plural, we’ve consistently demonstrated that supporting the clean energy transition doesn’t mean sacrificing returns. Our newest tokenized offering takes this philosophy a step further, combining multiple cutting-edge technologies into a single investment opportunity.

From pref equity to portfolio diversification to microgrid trends, here’s an overview of the Opydyke microgrid project. For more financial details and to invest via Plural, head to the Opdyke offering.

Introducing the Opdyke Microgrid Deal: Driving Returns Through Infrastructure Innovation

The Opdyke Solar Project strategically focuses on preferred equity structures in mid-market solar. We pursued this deal because this type of offering has the potential to consistently deliver compelling returns for investors — from both a profit and impact POV.

The 20 MWAC solar facility with 97 MWh battery storage system in West Texas breaks new ground by directly powering a co-located biofuels production facility through a behind-the-meter arrangement. In other words, the project blends microgrids, battery storage, and biofuels production into a single asset, providing a deal structure that delivers what sophisticated investors are looking for in today’s market:

• Projected Mid-Teens Returns: With a target net IRR of 12–14%, Opdyke offers potential yield that meaningfully outpaces conventional fixed income investments

• Structured Exit Strategy: Clear liquidity path through contractual put/call options at year 6 or 7, removing the uncertainty that typically plagues alternative investments

• Downside Protection: 3% priority return coupled with institutional-quality revenue from a captive power purchaser

• Infrastructure Innovation: Microgrid configuration eliminates grid connection risks while supporting energy-intensive industrial processes

Take it from Scott Lechky, founder of Andelis Infrastructure Partners and financial advisor to the Issuer:

“This investment demonstrates the resilience of distributed generation infrastructure and the benefits of emerging technologies, including grid scale battery storage and carbon capture and sequestration. We’ve very deliberately structured Opdyke to provide investors with stable, recurring cash flows and a compelling overall return within a defined investment time horizon.”

Microgrids and Portfolio Diversification in Uncertain Markets

There’s a reason why you’ve been hearing more about microgrids these days. The power grid is facing escalating strain from extreme weather, and growing demand, making microgrids an increasingly relevant infrastructure solution.

The Opdyke deal demonstrates the versatility of these systems, not only providing reliable power to critical industrial processes but also:

• Reducing emissions through renewable generation

• Enhancing energy resilience through battery storage

• Supporting complex industrial operations like biofuels production and carbon capture

By combining solar generation with advanced battery storage and directly supporting biofuel production, Opdyke creates a symbiotic energy ecosystem where each component enhances the value of the others.

For investors, this translates to multiple layers of value protection with compelling upside exposure to the growing renewable infrastructure market.

Again, take it from Scott:

“With the turbulence being experienced in the equity markets, alternative assets, and energy infrastructure, in particular, have become a highly valuable component of a balanced portfolio, providing investors with stable cash flow and inflation protection.”

Our Tokenization Approach

As with our previous offerings, we’ve tokenized this investment on our blockchain-based platform to make institutional-quality energy infrastructure accessible to a broader range of accredited investors. This approach:

1. Reduces administrative costs through smart contract automation

2. Streamlines compliance through our in-house broker-dealer and transfer agent

3. Provides transparency through blockchain verification of cap table records and transactions

4. Creates potential for future liquidity opportunities

Put simply, our goal is to create a more efficient path for capital to flow into critical clean energy infrastructure.

For more information on our approach to combining traditional project finance with blockchain technology, check out our blog, Tokenization in Action: How Plural Makes Green Investing Easier and More Profitable.

Investment Structure Designed for Return Potential

Despite our tokenized approach to deal development, we still structured the Opdyke offering with traditional investor needs in mind:

• Income orientation: The investment is designed to provide stable cash flows with anticipated above-market return potential, including priority preferred distributions

• Clear exit pathways: Built-in call and put options in years six and seven provide a transparent path to liquidity

• Institutional validation: The project is backed by a global energy and commodities firm with significant industry expertise, supported by a multi-billion dollar investment management company

To see this approach in action, check out our blog, Clean Energy Assets on Plural v. Clean Energy ETFs: How We Drive Stronger Investor Returns.

Learn More About This Opportunity

The Opdyke offering represents our continued commitment to bringing institutional-quality clean energy investments to accredited investors. To explore detailed offering materials and learn more about this opportunity, visit the Opdyke offering page.

To connect with a member of our team directly, click here.

This blog post is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any offering is made solely under Rule 506(c) of Regulation D of the Securities Act of 1933, as amended, and is open only to verified accredited investors. Investment in Opdyke involves substantial risk, including the possible loss of principal. Please review the Private Placement Memorandum for a complete discussion of risks before investing.

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1 Please see the Opdyke offering page data room for more info and full disclaimers about this investment

2 Exit is not guaranteed at year 6 or 7, see full disclosures on the Opdyke offering page data room

3 Same as above

4 Although a secondary market is contemplated, no secondary market currently exists and liquidity or exit is not guaranteed. See full disclosures on the Opdyke offering page data room

5 Although a secondary market is contemplated, no secondary market currently exists and liquidity or exit is not guaranteed. See full disclosures on the Opdyke offering page data room