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NYSE: HASI HA Sustainable Infrastructure Capital, Inc. 8-K

HASI launches green notes offering; managed assets reach $16.4B with $6.5B pipeline

Filed June 15, 2026 · Period ending June 15, 2026 · ~1 min read

5 key changes 3 high relevance 1 section

Key Changes

  • high

    Managed assets grew to $16.4B as of Q1 2026, up from $13.7B at year-end 2024, reflecting 17% annual growth since 2020 across on-balance-sheet portfolio, securitized assets, and co-investments.

    Item 8.01 — Other Events verify on EDGAR →
  • high

    Q1 2026 transaction volume reached $637M (43% RNG, 18% grid-connected solar/storage) with a robust $6.5B 12-month pipeline concentrated in grid-connected (47%) and behind-the-meter (34%) assets.

    Item 8.01 — Other Events verify on EDGAR →
  • high

    New asset yields held steady at 10.8% in Q1 2026 with net spreads of 4.0% over debt costs, demonstrating consistent profitability despite elevated interest rates.

    Item 8.01 — Other Events verify on EDGAR →
  • medium

    Commenced private offering of green senior unsecured notes guaranteed by six subsidiaries; offering size, pricing, and use of proceeds not disclosed.

    Item 8.01 — Other Events verify on EDGAR →
  • medium

    Expanded CCH1 co-investment vehicle with KKR from $2B to $3B in committed capital ($1.5B each), with investment period extended through year-end 2027.

    Item 8.01 — Other Events verify on EDGAR →

Summary

HASI disclosed a private offering of green senior unsecured notes while providing updated business metrics that demonstrate continued growth in its sustainable infrastructure investment platform. The company's managed assets reached $16.4 billion as of March 31, 2026, representing 20% growth from year-end 2024 and a 17% compound annual growth rate since 2020.

This expansion spans the company's on-balance-sheet portfolio ($7.6B), securitized assets ($7.3B), and co-investment structures ($1.5B). The operational metrics show healthy momentum: Q1 2026 transaction volume of $637 million was led by renewable natural gas investments (43% of volume), and the company maintains a substantial $6.5 billion pipeline of potential transactions over the next 12 months.

Importantly, HASI sustained its 10.8% yield on new assets while maintaining a 4.0% net spread over debt costs, indicating the business model remains profitable despite the higher interest rate environment. The expansion of the KKR co-investment vehicle to $3 billion in committed capital provides additional deployment capacity. For equity holders, this filing demonstrates HASI's ability to scale its asset base while maintaining investment discipline and profitability. The notes offering itself is routine capital raising to fund the pipeline, though terms were not disclosed. The combination of strong asset growth, a deep pipeline, and stable spreads supports the company's positioning in climate infrastructure investing.

Section-by-Section Diff

Event · Item 8.01 — Other Events

~4,900 words

Item 8.01 — Other Events filed; see Key Changes for terms.

3 Added
Added Managed Assets growth to $16.4B high

Added in current filing · verify on EDGAR → · paraphrased

With over $16 billion in Managed Assets as of March 31, 2026, our investment strategy is focused on actively partnering with clients to deploy capital primarily in income-generating real assets that are supported by long-term recurring cash flows. ... As of March 31, 2026, we manage approximately $16.4 billion of assets, representing 17% CAGR since 2020.

HASI reported Managed Assets of $16.4 billion as of March 31, 2026, up from $13.7 billion at year-end 2024, reflecting a 17% compound annual growth rate since 2020. Managed Assets include the company's on-balance-sheet portfolio ($7.6B), securitized assets ($7.3B), and co-investment structures ($1.5B). This growth demonstrates the company's expanding scale in sustainable infrastructure investing.

Added New asset yields and debt spreads high

Added in current filing · verify on EDGAR →

For the three months ended March 31, 2026 and for the years ended 2025, 2024, 2023, 2022, 2021 and 2020 our new asset yields, excluding follow-on investments of previous transactions, yielded approximately 10.8%, 10.8%, 10.6%, 9.1%, 7.6%, 7.1% and 7.5% on average, respectively. The cost of newly issued debt, excluding our unsecured revolving credit facility and our commercial paper programs and including the impact of hedges, for the years ended 2025, 2024, 2023, 2022, 2021 and 2020 was 6.8%, 6.6%, 6.3%, 4.9%, 3.4% and 4.2%, respectively, resulting in net spreads of 4.0%, 3.9%, 2.8%, 2.7%, 3.7% and 3.3%, respectively.

HASI maintained a 10.8% average yield on new assets in Q1 2026, consistent with full-year 2025. The company's net spread between new asset yields and debt costs was 4.0% in 2025, up from 3.9% in 2024, reflecting stable margins despite rising interest rates. These spreads demonstrate the company's ability to maintain profitability across interest rate cycles.

Added CCH1 co-investment expansion with KKR medium

Added in current filing · verify on EDGAR →

In 2024, we established CCH1, a co-investment structure established to jointly invest $2 billion in certain eligible climate positive projects with an affiliate of Kohlberg Kravis Roberts & Co. L.P. (“KKR”), where each of us committed to invest an initial $1 billion in climate solutions projects, which commitment was subsequently increased by $500 million each, resulting in total committed capital of $3 billion, in addition to $1.1 billion of debt issued to date, and the term of the investment period was extended through the end of 2027 or when all commitments have been utilized.

HASI expanded its CCH1 co-investment vehicle with KKR from $2 billion to $3 billion in total committed capital, with each party contributing $1.5 billion. The structure has issued $1.1 billion in debt and the investment period was extended through year-end 2027. This partnership provides HASI with additional capital to deploy in climate solutions projects while generating asset management fees on KKR's share.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 1, 2026 · How we verify