Sunrun Inc. (NASDAQ:RUN), a prominent provider of clean energy solutions in the United States, has announced a significant joint venture with HA Sustainable Infrastructure. This collaboration aims to finance distributed energy assets throughout the country. On January 6, 2026, Sunrun revealed that HA Sustainable Infrastructure (HASI) will invest up to $500 million over the next 18 months. This investment is expected to support the financing of over 300 megawatts (MW) of capacity across more than 40,000 home power plants.
The joint venture marks a notable development in the residential solar and energy storage sector, allowing Sunrun to maintain a substantial long-term ownership stake while benefiting from increased flexibility in managing its senior project debt. This innovative financing structure is considered a first of its kind for residential solar and storage financing.
Danny Abajian, Chief Financial Officer of Sunrun, expressed enthusiasm about the partnership, stating, “This innovative financing structure with HASI is a first-of-a-kind for residential storage and solar financing. We appreciate the collaboration with the HASI team and continued innovation to unlock additional value for both companies along with our customers across the country.” He highlighted that the new capital structure is expected to generate proceeds that are equal to or better than Sunrun’s traditional financing arrangements.
Sunrun has experienced substantial growth, with shares rising by 6.11% between January 7 and January 14, 2026. This surge positions the company among the top-performing energy stocks for the week. The firm recorded a remarkable gain of nearly 99% over the previous year, making it one of the best-performing energy stocks in 2025.
The joint venture with HA Sustainable Infrastructure is part of Sunrun’s broader strategy to diversify its financing options and leverage various capital structures to support its expansion. As the demand for residential solar solutions increases, this partnership is expected to enhance Sunrun’s growth trajectory in the clean energy market.
Investors and analysts are optimistic about the potential of Sunrun, although some suggest that there may be other investment opportunities in the AI sector that could yield higher returns. As the energy landscape evolves, Sunrun’s innovative approach to financing and its commitment to clean energy will be crucial in maintaining its competitive edge in the industry.
With the renewable energy sector gaining momentum, the partnership between Sunrun and HA Sustainable Infrastructure represents a significant step towards expanding solar capacity and enhancing energy efficiency across American households.
