The article says Sunrun's shares rose when California decided to mandate solar panels on new constructions starting 2020. This doesn't really make sense to me.

The article says Sunrun's shares rose when California decided to mandate solar panels on new constructions starting 2020. This doesn't really make sense to me. The reason stated was that developers don't like to install solar because it inflates the sticker price, but if you're taking out a mortgage, then you're probably looking at a payback timeline similar to the 20 year lease Sunrun offers. I don't really see how it makes sense not to take on the 5-10% (depending on installation size and house price of course) extra mortgage for what should be a cheaper overall cost over a similar timespan.