In this episode of the REM Podcast, Tom speaks with Carlo Toic, Co-Founder and COO of SOL-R Global Infrastructures, a real estate platform specialising in land strategies for renewable energy projects.
Carlo makes a bold case: IPP ownership of land is bad finance. From tax inefficiencies to illiquidity, he explains why mixing real estate and energy assets on the same balance sheet hurts returns, complicates exits, and inflates project risk.
They talk about:
- Why leasing land instead of owning it creates a cleaner, more scalable project structure
- How to separate real estate and energy assets to improve liquidity and resale value
- What solar can learn from the telecom industry’s tower aggregation model
- Why 20% of projects are rejected by IPPs- and how Carlo’s firm targets them profitably
- What makes a project exit-friendly, especially in early-stage development
This episode is packed with deep insight for developers, investors, and operators navigating land risk, exit timing, and long-term portfolio value.
Connect with Tom: https://www.linkedin.com/in/tomessex/
Connect with Carlo: https://www.linkedin.com/in/drazen-toic/
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