worked with these guys in 2008 a little--small solar leasing deals.
There is money here if HASI management doesn't skim too much in "overhead" before they payout. the deals are real but the size needs to get larger for HASI to do very well over the long term.
inverter business requires manufacturer to bear some front end financing of systems through delayed payment for equipment orders--sometimes that is what gets you the project and the price you want. Developers will pay a little more for product if they can delay payment until COD when they become flush with cash.