Episode 819

819: Why Commercial Solar Hasn’t Taken Off—Until Now | Josh Goldberg, Sunstone Credit

Published on: 29th May, 2025

What if the biggest opportunity in solar has been hiding in plain sight?

Josh Goldberg is no stranger to solar. He’s a multi-exit founder who helped shape residential solar finance—and now he’s back to tackle the “messy middle” of commercial solar. After stepping away from the industry, Josh returned with a mission: to unlock the underfinanced, overlooked world of small-to-mid-sized commercial solar.

In this episode, Josh shares how Sunstone Credit is solving a billion-dollar bottleneck—by giving installers and non-rated businesses the financing tools they’ve always needed. He opens up about what’s changed in the market (and what hasn’t), the whiteboard moment that sparked his latest venture, and why the time for this market is finally now.

Expect to learn:

🔹 Why the C&I market still hasn’t scaled like residential or utility

🔹 How Sunstone built bank-grade underwriting for an “unbanked” sector

🔹 The real reason pricing in commercial solar hasn’t improved in 15 years

🔹 What it took to convince banks to bet on a “brand new” asset class

If you’ve been wondering when large-scale commercial rooftops will finally go solar (or why it hasnt happened yet…), this one’s for you.

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

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About the Podcast

SunCast
Your resource for developing a clean energy or climate tech career
Nico Johnson takes you into conversations with those at the forefront of Renewable Energy.

SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs.

SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the curve in the fastest-growing markets in the world.

Featuring over 600 conversations, Nico has interviewed people from Tesla, SolarCity, Trina Solar, Meyer Burger, Conergy, SunEdison, Energy Vault and even the US Government... to name a few. Covering topics such as Solar Power, Wind Energy, Batteries, Electric Vehicles, Carbon Capture, Finance, Hydrogen, and more.

You can watch SunCast on YouTube: https://www.youtube.com/@SunCastMedia

...or view the full archive of SunCast episodes here: https://mysuncast.com/suncast-episodes