hard · Asset-Backed Securities

In a Solar ABS transaction, a 'Tax Equity Partnership' sits between the homeowners and the ABS trust.

What happens during the 'Tax Equity Flip' (typically 5-7 years post-issuance) that impacts ABS investors?

  1. The homeowner's monthly payment increases significantly to compensate the developer for the loss of the federal tax subsidy.
  2. The ABS bonds are mandatorily redeemed at par using the proceeds from the sale of the solar panels to the homeowner.
  3. The majority of the project's cash flows shift from the tax equity investor (who has already received their tax credits) to the developer/trust, increasing the debt service coverage.
  4. The interest rate on the Solar ABS notes 'steps down' by 100 bp because the Investment Tax Credit (ITC) has been fully realized by the trust.

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