I would be careful with solar yieldcos. Solar is dependent on favorable policies from congress and cheap debt to get the projects built. Should either of those go away or get reduced you could see problems down the road.
I also am suspect of the rosy generation projections out to 20+ years. Nameplate and actual production are much different, and I've already heard stories of facilities operating well below expectations. I see this is similar to the oil & gas trusts of a few years ago when shale boom was the hot ticket, many of those turned out very poorly for investors.
I always go with the mantra, "If it sounds too good to be true, it probably is". There just isn't a long enough track record for me, I'll stay on the sidelines.
I also am suspect of the rosy generation projections out to 20+ years. Nameplate and actual production are much different, and I've already heard stories of facilities operating well below expectations. I see this is similar to the oil & gas trusts of a few years ago when shale boom was the hot ticket, many of those turned out very poorly for investors.
I always go with the mantra, "If it sounds too good to be true, it probably is". There just isn't a long enough track record for me, I'll stay on the sidelines.