Sunrun fourth solar lease/PPA securitization — $312.4M Class A

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 securitization — solar lease + PPA pool — $447.1M Class A notes

Sunrun securitization SPV

$447.1M (Class A)

Sunrun residential solar+battery securitization — leases + PPAs (16,686 systems, 17 states + DC)

Sunrun Inc. (NASDAQ: RUN) → ABS investors

$201M (single-tranche A-rated; 80% advance rate; 2.46% yield)

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