The REITs Solar Opportunity

The achievable value of onsite #solar is now so large, that price targets of publicly traded REITs are being increased solely based on the opportunity alone. Last month Morgan Stanley published a collaborative report (link below) from their REIT, cleantech and utilities analyst teams. Their conclusion; The TAM for rooftop solar on commercial real estate is $490 billion and justifies increasing targets on many of the REITs they cover. On Tuesday, our CEO & Founder Drew Torbin joined Richard Hill and Stephen Byrd from Morgan Stanley to discuss their findings and the massive opportunity (link to webcast below). Hats off to the analyst team who compiled this study.

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