HASI grows Managed Assets 21% to $17.6B; Q2 transaction volume surges 5.8x YoY

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~2 min read

Key Changes

• high

  Managed Assets grew to $17.6B from $14.6B (+21%), driven by higher Portfolio balance ($8.2B vs $7.2B), increased fee-generating co-investment assets ($1.5B vs $550M), and growth in securitization trust assets ($7.4B vs $6.9B).

  MD&A: Managed Assets growth verify on EDGAR →
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  Q2 2026 transaction volume surged to $1.1B from $189M in Q2 2025 (5.8x increase); six-month volume nearly doubled to $1.7B from $894M, reflecting significantly higher origination activity and deployment pace.

  MD&A: transaction volume verify on EDGAR →
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  Recognized $70M in equity method investment impairments in Q2 2026 due to changes in assumptions including current market discount rates. Management notes the projects continue to operate and distributions are expected to exceed invested capital.

  MD&A: equity method investment impairments verify on EDGAR →