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Solar and Its Impact on Real Estate Transactions

What happens to the deal when there are panels on the roof. A live 3-hour CE course, approved for CE at multiple New York and Connecticut associations. In person recommended.

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The panels are not the problem. There is no problem with solar power. What decides the deal is how the system was financed, how it was installed, and whether the company behind either one still exists. Every solar home has something in the transaction you cannot see: if the system is owned, there is value being left on the table; if it is a lease or a PPA, there is work and time in that file nobody has accounted for.

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This course is now supported by a companion book, available on Amazon in paperback and Kindle edition.

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Nine Modules, Start to Close

01 Solar in Residential Real Estate: Then vs. Now
02 Why Solar Matters in a Transaction
03 Ownership Structures & Transferability
04 Contract Clauses Agents Must Recognize
05 Financing, Title, and Appraisal Impacts
06 Solar Company Bankruptcies & Market Instability
07 State Mechanics: NY, NJ, PA
08 Case Scenarios & Transaction Outcomes
09 Risk Reduction & Ethical Communication

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WHAT YOU WILL BE ABLE TO DO
1. Identify which of four ownership structures governs any solar system, from the documents
2. Read the transfer, buyout, prepayment, and default clauses that decide whether a deal closes
3. Explain why a financed system can appraise at zero, and what documentation changes that
4. Search for the encumbrance nobody searched for
5. Handle a bankrupt installer, an orphaned system, and a client who was told their contract can be cancelled
6. Do all of it without practicing law, appraising, or giving tax advice

THE FIVE QUESTIONS FOR EVERY SOLAR LISTING
1. What kind of agreement is this: owned, financed, leased, or a PPA?
2. Who holds that agreement today, as opposed to who sold it?
3. What does the transfer process actually require, in writing, with a timeline?
4. Is there a UCC filing, and has anyone searched both possible offices?
5. What happens if the company behind any of it no longer exists?
Ask before you price it.

PARTICIPANTS TAKE HOME
The handout: five checklists, the state quick-reference, and every source in the class with the date it was verified. Includes the Contract Checklist and the Listing-Side Solar File to build before a solar home is listed.

Take the Course. Own the Reference.

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Solar Agreements in Real Estate: A Realtor's Guide to Ownership, Disclosure, and Risk is the companion book to this course.

Everything covered in this course is documented, expanded, and ready to use in every solar transaction you encounter.

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Why This Course Matters

Solar installations introduce layered contractual obligations, third-party financing instruments, UCC filings, and transfer contingencies that may not align with traditional residential transaction workflows. Without structured review, these elements can create underwriting delays, appraisal complications, disclosure gaps, or supervisory exposure.

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This course provides a practical framework for identifying, documenting, and navigating these complexities before they escalate into transaction disruption.

Common Transaction Risk Scenarios

• Lease transfer failure delaying closing
• UCC lien discovery late in underwriting
• Appraisal value treatment disputes
• Disclosure omissions involving third-party agreements

Continuing Education Structure

• 3 hours, live. Approved for CE at multiple New York and Connecticut associations. In person recommended.
• Timed outline with measurable learning objectives
• Vendor-neutral instruction
• Structured case examples based on real transaction scenarios

Compliance Alignment

Instruction is aligned with the NAR Code of Ethics and applicable Fair Housing standards. The course is designed to provide neutral, regulator-conscious education that supports defensible brokerage practices without promoting specific vendors or products.

Intended Audience

• Real estate sales professionals
• Managing brokers and broker-owners
• Association continuing education audiences
• Brokerage compliance and supervision personnel

Course Inquiries

For association scheduling, CE approval coordination, broker conference delivery, or custom leadership alignment, please visit the Request Booking Information page.

 

Request Booking Information →

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