This is your SolarWakeup for April 21st, 2015

The commercial solar nut cracking is discussed by Cory Honeyman’s 5 numbers that will shape the future. Interestingly, many of his other points stand in the way of commercial in some way, whether it is ITC, net metering values, etc. Why doesn’t commercial solar work? Lack of scale for transaction, one-off documentation, landlord/tenant split incentive, no way of doing underwriting efficiently, and mostly because small and medium private companies have no credit. Crack that nut, and you may become the next solar billionaire…

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Have a great day!

Yann