RE Royalties – Strategic portfolio expansion in the US solar market

An opinion piece by André Will-Laudien (Apaton Finance GmbH)

RE Royalties – Strategic portfolio expansion in the US solar market

Things are also getting exciting at Canadian specialist financier RE Royalties. At the turn of the year, the share price jumped 40%. What happened? The Company is positioning itself in a market environment in which sustainable investments are becoming increasingly attractive from a purely economic perspective. Business models with a clear ESG and impact focus benefit from more stable access to capital markets, higher investor loyalty, and a comparatively robust risk structure, which pays off especially in volatile macroeconomic phases.

Against this backdrop, RE Royalties is specifically addressing the structural expansion of renewable energy, which is firmly anchored in institutional allocation strategies.The Company uses a royalty model that has proven itself in the commodities sector and consistently applies it to solar, wind, hydro, and storage projects, thereby avoiding the operational risks of plant management. Instead, long-term contractually fixed revenue shares are created, enabling predictable cash flows and high portfolio diversification.

A recent strategic step is the agreement with Solaris Energy, which marks the entry into an extensive portfolio of decentralized solar projects in the US.

Find the full article, and an interview with CEO Bernard Tan here.