Really like the idea that you're making a bet on the commercial return of these panels. Obviously, it doesn't have the advantage of something like Net Energy Meeting, but that is only available in a few places anyway.
To me, the most important thing would be assured that this investment truly creates new panel installations vs just being an arbitrage play on reselling existing solar capacity. Is there anything about this program that ensures the solar panels create net new capacity?
This is high on our minds, as well. Particularly as we add dozens or hundreds of facilities, an important question will be how the investor chooses (they will likely all have similar economics).
For our first offerings, we will likely purchase existing facilities or contribute financing to new ones. Over time, we hope to select facilities where our member's additive benefit is more clear.
To me, the most important thing would be assured that this investment truly creates new panel installations vs just being an arbitrage play on reselling existing solar capacity. Is there anything about this program that ensures the solar panels create net new capacity?