Sunrun residential solar lease+PPA — $322M Class A senior + $968M total ($715M senior + $253M sub)

Sunrun 2026-1 — $584M residential solar + storage ABS backed by 38,706 customer leases & PPAs across 19 states + DC + Puerto Rico; A-1 notes priced at 220 bps spread (20 bps tighter than 2025 transactions)

Sunrun Inc. → Atlas SP (sole structuring agent + joint bookrunner); BofA Securities, MUFG, Truist Securities (joint bookrunners); ING (co-manager)

$584M

Sunrun residential solar + storage securitization — 4th 2025 securitization, 15th since 2015

Sunrun → ABS investors (Class A senior notes); large global asset manager (subordinated non-recourse debt)

$441M (A-rated loan + retained BB-rated loan + subordinated non-recourse debt)

Sunrun Bacchus Issuer 2025-1 — $629M securitization of 39,458 residential solar leases/PPAs

Sunrun → ATLAS SP Partners (structuring agent)

$629M

Mortenson acquires Nor-Cal Controls — US solar commissioning and controls services

Nor-Cal Controls → Mortenson

227 MWac operating solar portfolio — 12 projects, Western United States (50% JV interest acquired)

Clearway Energy, Inc. (CWEN) → Fengate Asset Management (for Fengate Infrastructure Yield Fund / LiUNA Pension Fund of Central and Eastern Canada)

Solar Landscape distributed/community solar warehouse facility — anchors 146 MW community solar portfolio across New Jersey, Illinois, Maryland, and Minnesota

Solar Landscape → First Citizens Bank

$600M