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 from their REIT, cleantech and utilities analyst teams (linked here). Their conclusion; The TAM for rooftop solar on commercial real estate is $490 million and justifies increasing targets on many of the REITs they cover. On Tuesday, Black Bear’s CEO & Founder Drew Torbin joined Richard Hill and Stephen Byrd from Morgan Stanley to discuss their findings and the massive opportunity (link to webcast in the title). Hats off to the analyst team who compiled this study.
