Market ChallengesDespite a strong Q1'25 performance, there remains significant uncertainty regarding IRA repeal and tariffs, affecting future projections.
Pipeline StagnationHASI's pipeline has remained at the $5.5B level since Q1'24, with no new asset class or international transactions progressing far enough to be included.
Policy UncertaintyThere are several uncertainties now at play, including the lingering possibility of more aggressive IRA repeal, which could impact HASI's growth.