NewQ1 2026 Clean Energy Deal Intelligence Report is live
BuyerSellerDeveloper

Sunrun

Track

14

Deals Tracked

$13.24B

Deal Value

6,335MW

Total Capacity

2

Executive Moves

Solar

Top Technology

Deal Activity

Apr 28SellerSunrun 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)Corporate Debt & Capital MarketsSolar+Storage$584M
Aug 29DeveloperSunrun residential solar + storage securitization — 4th 2025 securitization, 15th since 2015Project FinanceSolar + Storage$441M
Jan 28DeveloperSunrun Bacchus Issuer 2025-1 — $629M securitization of 39,458 residential solar leases/PPAsCorporate Debt & Capital MarketsSolar$629M
Sep 24DeveloperSunrun 2024-3 — $365M senior securitization of residential solar & battery systems backed by 21,281 systems across 19 states + Puerto RicoCorporate Debt & Capital MarketsSolar$365M
Jun 25DeveloperSunrun residential solar + battery system leases/PPAs — record-setting senior securitizationCorporate Debt & Capital MarketsSolar + Storage$886M
Sep 28DeveloperResidential solar + battery system portfolio — 57,731 rooftop systems across 21 states + DC + Puerto RicoCorporate Debt & Capital MarketsSolar + Storage$968M
Dec 23DeveloperSunrun 335 MW residential solar lease+PPA portfolioProject FinanceSolar$835M335 MW
Sep 29DeveloperSunrun securitization — solar lease + PPA pool — $447.1M Class A notesSecuritizationSolar$447M
Mar 10DeveloperSunrun residential solar+battery securitization — leases + PPAs (16,686 systems, 17 states + DC)Project FinanceSolar$201M
Oct 8BuyerVivint Solar — residential solar/storage acquisition closeCorporate M&ASolar$3.20B3,000 MW
Jul 7BuyerVivint Solar — residential solar/storage; combined Sunrun+Vivint ~500K customers + 3 GW assets (largest residential solar consolidation)Corporate M&ASolar$3.20B3,000 MW
Oct 17DeveloperSunrun fourth solar lease/PPA securitization — $312.4M Class AProject FinanceSolar$312M
Jun 6DeveloperSunrun Xanadu 2019-1 — $204M residential solar lease/PPA ABSProject FinanceSolar$204M
Dec 20DeveloperSunrun residential solar lease+PPA — $322M Class A senior + $968M total ($715M senior + $253M sub)Project FinanceSolar$968M

Key People

Change of Control

1 joined1 departed
Dec 1Promotion
Rachit Srivastava→ Chief Technology Officer
from SunrunSource →

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