Given capital market turbulence, especially around residential solar, the recent $431 million asset backed securitization (ABS) by Sunrun is a testament to robust market demand for well-structured financing products backed by highly dependable residential solar and storage systems that deliver long-term viability and ROI.
For solar financing providers, protecting their high-value investments in renewable energy assets necessitates moving beyond a “set it and forget it” mentality around asset management towards proactive asset performance management, as unprotected solar assets are not without their risks.
For example, the kWh Analytics 2025 Solar Risk Assessment reveals an alarming average underperformance of 8.6% across PV sites nationwide, alongside rising operational issues like hot spots and projected power loss due to extreme weather. Without a performance assurance plan with proactive monitoring and predictive maintenance in place, investors are at risk of underperforming sites which brings increased delinquency, default, and cumulative net losses (CNL).
Amidst this backdrop, Omnidian partners with asset originators and acquirers to assure investors that their investment capital will be protected for the future. “Omnidian’s partnership with the asset originators [for this portfolio] provided the needed confidence to the capital markets to move forward with this transaction,” said Ray Szylko, Omnidian’s Chief Strategy Officer.
Omnidian’s assistance will “pave the way for more delighted solar customers, ensuring that the cash flows from solar sites are sound for the life of the system, and that borrowers will be taken care of and continue to make on-time payments of the lease,” added Michael Stottlemyre, VP of Business and Strategy Development.
Renewable energy asset securitization is a critical component of the market’s stability and growth. For senior leaders looking to safeguard and grow their clean energy investments, focusing on robust asset performance management is no longer an option but rather a necessity for truly sustainable partnerships that deliver value for decades.