Investment Thesis
Hannon Armstrong (HASI) operates in the fast-growing market for renewables and sustainable infrastructure. The company has shown previous success in both expanding its portfolio and delivering returns for shareholders, and it remains in a strong position for growth looking forward. Investors have partially recognized the company's promising prospects and rewarded the stock with a somewhat high valuation, but I believe there is still plenty of room left to run. In the meantime, investors can still collect a solid yield above 4%.
Brief Company Description
Hannon Armstrong, an Annapolis-based REIT, invests capital