HOA Energy Partnership Proposal · Confidential · July 2026

Del Webb Wilmington
at Mallory Creek Energy Program

Prepared for the Del Webb Wilmington at Mallory Creek HOA Board of Directors · Leland, North Carolina · 800 ranch homesites at build-out · a Pulte Homes / Del Webb 55+ active adult community

joinnoi.com delwebb.com 1111 Arrowglass Court, Leland, NC 28479 Brunswick Electric Membership Corp. territory
$0
Down for Homeowners
$150
HOA Income / Home / Yr
800
Homesites at Build-Out
2
Install Paths: New Build + Retrofit
Executive Summary Two Paths to Solar Financial Model Key Terms & Sign
Del Webb Wilmington at Mallory Creek · Leland, NC · 800 SFR homesites · July 2026
01Executive Summary

NOI Energy proposes a Preferred Energy Partner relationship with the Del Webb Wilmington at Mallory Creek HOA: a $0-capex rooftop solar program available to every homeowner across all 800 planned homesites, with NOI paying the HOA a per-home community partnership fee that grows as the community builds out and residents opt in.

$150
HOA Income / Enrolled Home / Yr
$60K
Projected Year 5 HOA Income
$186.8K
5-Yr Cumulative HOA Income
$0
Capital Required From HOA
~$2.05M
Resident ITC Captured by Yr 5
400
Homes Enrolled by Year 5 (50%)

Del Webb Wilmington at Mallory Creek is different from the multifamily rental communities NOI typically serves: homes are individually owned, not leased. That changes the mechanics of the program, but not the underlying opportunity. Because homeowners — not a rental operator — hold title to each roof, NOI's standard "community owner keeps the lease spread" model doesn't apply here. Instead, NOI finances each participating home's solar system directly with the homeowner at $0 down, the homeowner claims the 30% federal Investment Tax Credit and owns the asset outright, and NOI recognizes the HOA as the community's Preferred Energy Partner — paying a flat per-home annual fee, funded from NOI's own financing margin, that the HOA can apply toward dues relief or clubhouse and amenity operating costs.

The program runs on two parallel paths. For homes not yet built, NOI coordinates directly with the Pulte/Del Webb trade partners to install solar during construction, before roofing is complete — lower cost, cleaner integration, and the system is live the day a resident moves in. For the roughly 100+ homes already sold or under a completed roof, NOI runs a standard homeowner-elected retrofit program, available on the same terms to any resident in the community, regardless of when they closed.

Every home that enrolls, in either path, is $0 down for the homeowner: NOI finances the full system cost at a fixed 8.99% rate over 20 years, and the homeowner's 30% ITC is applied as a year-one paydown that lowers the monthly payment for the balance of the term. On the builder path, the resulting payment runs below the value of the electricity the system produces — a modest positive monthly spread for the homeowner from month one. On the retrofit path, the higher standalone install cost keeps the program closer to breakeven on a pure monthly basis, so it is sold on rate protection, asset ownership, and hurricane-season backup power (with the optional battery add-on), not on day-one savings alone.

NOI is a licensed hurricane-rated racking and equipment specification (IronRidge XR100, wind-code compliant) is particularly relevant here: Leland sits in an active hurricane corridor near Wilmington, and the optional EcoFlow battery add-on gives residents portable backup power during outages — a differentiated amenity for a 55+ community that a standard HOA program cannot otherwise offer.

Five-Year HOA Partnership Income (Illustrative Ramp to 50% Community Penetration)
YearHomes Enrolled% of 800 HomesitesHOA Fee / HomeAnnual HOA Income
Year 110012.5%$150$15,000
Year 217522%$150$26,250
Year 325031%$150$37,500
Year 432040%$150$48,000
Year 540050%$150$60,000
5-Year Cumulative HOA Income$186,750
The Bottom Line

At 50% program penetration by Year 5 (400 of 800 homesites), the HOA receives an estimated $186,750 in cumulative partnership income with zero capital outlay, zero maintenance obligation, and zero credit exposure — while residents who enroll gain a $0-down, NOI-financed rooftop solar system, capture an estimated $2.05 million in combined federal tax credits community-wide, and gain the option of battery backup heading into hurricane season.

02About NOI
50
States Covered
$0
Capex for Owners
20yr
Revenue / Financing Contract
2021
Founded
The Team
DB
Daniel Bessmert
Partner
20+ years across Citibank, Visa, and PayPal. Leads banking, lending, and payments infrastructure — including the financing structure behind this program.
DK
Dan Katzman
Partner
Built multiple solar and energy-efficiency companies. Specializes in turning underutilized rooftops into net operating income. Oversees project design, installer network, and O&M.
MI
Margo Ivanenko
Client Success Manager
Works directly with HOA boards, developers, and residents. Single point of contact from roof analysis and board approval through resident enrollment and billing go-live.
What NOI Handles End-to-End
🏗️
Builder Coordination
Direct liaison with Pulte/Del Webb trade partners for pre-roof installs.
🏠
Resident Retrofits
Standard opt-in program for any closed home, on the same financing terms.
💵
$0-Down Financing
Homeowner-direct financing at a fixed 8.99% rate, 20-year term.
📋
Permitting & Interconnection
Full BEMC interconnection paperwork and county permitting handled by NOI.
🔧
Installer Network
Vetted, hurricane-code-compliant installers, warrantied workmanship.
📊
HOA Reporting
Quarterly enrollment and partnership-fee statements to the Board.
03Community Profile & Solar Analysis

Del Webb Wilmington at Mallory Creek is a 55+ active adult, master-planned community of 800 new ranch homesites in Leland, North Carolina, built by Pulte Homes under the Del Webb brand. Homes are single-story ranch designs across three collections — Scenic (from $379,990, 1,223+ sq ft), Distinctive (from $464,990, 1,809+ sq ft), and Echelon (from $528,990, 2,179+ sq ft) — ranging up to 2,712 sq ft. The community sits off River Road near Highway 17 and I-140/40, roughly 15 minutes from downtown Wilmington and 30 minutes from Wrightsville, Carolina, and Southport beaches.

Amenities include a 20,000+ sq ft clubhouse, indoor and outdoor pools, indoor and outdoor spas, a fitness center, pickleball and bocce courts, a dog park, walking trails, community garden, and an onsite lifestyle director — all funded through HOA dues, which already include high-speed internet as a bulk amenity. The partnership fee described in this proposal is structured the same way: an HOA revenue line, not a resident bill line item.

Community Snapshot
Address1111 Arrowglass Court, Leland, NC 28479
BuilderPulte Homes (Del Webb brand)
Community type55+ active adult, single-story ranch, owner-occupied
Homesites at build-out800
Home collectionsScenic, Distinctive, Echelon
Home size range1,223 – 2,712 sq ft
Price range$379,990 – $714,410+
Construction statusActive — homes available now through late-2026 completions
Solar Resource & Utility Rate — Leland, NC (Brunswick County)
MetricValueNotes
UtilityBrunswick Electric Membership Corp. (BEMC)Largest residential supplier in Leland / Brunswick County
Avg. residential rate~$0.146/kWhLeland-area average, subject to confirmation on live BEMC bill
Avg. residential monthly bill~$144 – $180/moVaries with home size; larger Del Webb ranch homes run toward the higher end
Estimated peak sun hours~4.5 hrs/dayTypical coastal-NC solar resource; confirm with formal PVWatts run
Recommended system size~7.1 kW (17 panels)Sized to offset a meaningful share of a typical Del Webb home's usage
04Two Paths to Solar

Because Mallory Creek is still building out, NOI can reach every home in the community through one of two coordinated paths — whichever fits where that home is in its construction timeline.

🏗️Path A — Builder PartnershipPre-Roof

For homesites not yet framed or roofed, NOI works directly with Pulte's electrical and roofing trade contractors to install conduit, mounting attachment points, and — where the buyer elects solar at contract — the full system before shingles go on.

  • Lowest installed cost: no re-roof penetration, no separate staging or crane access
  • System is live and producing on move-in day
  • Cleanest roofline integration, no visible retrofit hardware
  • New asset on a new roof — full ITC eligibility, no re-roof ambiguity
  • Buyer elects at contract signing or during the Design Center walk
🏠Path B — Homeowner RetrofitPost-Move-In

For the 100+ homes already closed or under a completed roof, NOI runs a standard opt-in retrofit program — open to any Mallory Creek homeowner, regardless of when they purchased, on the same $0-down financing terms.

  • Standard rooftop mount install on an existing, already-shingled roof
  • Slightly higher installed cost than the builder path (separate truck roll, staging)
  • Same 30% ITC eligibility — home's roof is new-construction, not a re-roof
  • Positioned on rate protection, asset ownership, and hurricane backup, not day-one savings
  • Enrollment via HOA-endorsed sign-up, any time after closing
ComparisonPath A — BuilderPath B — Retrofit
Installed cost / watt~$2.30/W~$2.60/W
System cost (7.1 kW)~$16,400~$18,600
Install timingDuring construction, before roofingAny time after closing
ITC eligibilityFull 30%, new assetFull 30%, no re-roof involved
Ideal candidateHomes not yet under roofAny closed / move-in ready home
05Equipment & Technology
☀️
SEG Solar 420W Panels
Monocrystalline PERC, BNEF Tier 1, manufactured in Houston, TX.
🔌
EcoFlow PowerOcean Inverter
Hybrid, grid-tied, battery-ready — no swap needed if a homeowner later adds storage.
🔩
IronRidge XR100 Racking
Hurricane-rated, wind-code compliant — built for the Wilmington / Brunswick County coastal corridor.
🔋
EcoFlow DELTA Pro Ultra (opt-in)
Portable battery backup — a genuine differentiator heading into hurricane season.
🚗
EcoFlow L2 EV Charger (opt-in)
Level 2, 48A, smart scheduling — available as a homeowner-elected add-on.
ComponentSpec
Solar panelSEG Solar 420W Monocrystalline PERC, BNEF Tier 1
InverterEcoFlow PowerOcean, hybrid grid-tied + battery-ready
RackingIronRidge XR100, hurricane-rated, NC wind code compliant
Battery (opt-in)EcoFlow DELTA Pro Ultra, portable, scalable
EV charger (opt-in)EcoFlow L2, 48A, smart scheduling
MonitoringEcoFlow cloud app + NOI billing/servicing platform
06Financial Model & HOA Partnership Income
How the Money Moves
Per Enrolled HomeBuilder path, 7.1 kW, $16,400 system
NOI finances 100% of system cost, $0 down$16,400
Homeowner claims 30% federal ITC$4,920
ITC applied as Year-1 loan paydown–$4,920
Remaining financed balance$11,480
Homeowner loan payment (8.99%, 19 yrs remaining)$105/mo
Value of solar production (BEMC offset)$115/mo
Homeowner net monthly spread+$10/mo
Per Enrolled HomeHOA side, funded from NOI margin — not resident billing
NOI Preferred Partner fee to HOA$150/yr ($37.50/qtr)
HOA capital required$0
HOA maintenance / credit obligationNone
Homeowner Economics by Path (7.1 kW system)Path A — BuilderPath B — Retrofit
System cost$16,400$18,600
30% ITC value$4,920$5,580
Financed balance after ITC paydown$11,480$13,020
Monthly loan payment (post-ITC, 8.99%/19 yrs)$105$119
Estimated monthly solar value$115$115
Homeowner net monthly spread+$10/mo–$4/mo
Retrofit path: honest positioning

On pure monthly cash flow, the retrofit path runs close to breakeven, not clearly positive — the higher standalone install cost eats most of the spread that the ITC creates. Sell it on structure, not price: $0 down, a fixed-rate 20-year payment that doesn't rise with BEMC's rates, a homeowner-owned asset that can add resale value, roughly $5,580 in captured federal tax credit, and — for residents who add the battery option — real backup power for hurricane season. Confirm your CPA treatment of the ITC; NOI is not a tax advisor.

Community-Wide HOA Income Ramp (from Section 01)
YearHomes EnrolledAnnual HOA IncomeCumulative
Year 1100$15,000$15,000
Year 2175$26,250$41,250
Year 3250$37,500$78,750
Year 4320$48,000$126,750
Year 5400$60,000$186,750
Community ITC Captured by Homeowners, Year 5 (illustrative 70% builder / 30% retrofit mix)
~$2.05M
280 builder-path homes × $4,920 + 120 retrofit-path homes × $5,580 — federal tax credit value flowing to Mallory Creek residents, not to NOI or the HOA
07Homeowner Bill Scenarios

Illustrative monthly comparisons for a typical Mallory Creek ranch home, before and after enrolling in the NOI program.

☀️ Builder Path — Post-ITC
BEMC bill without solar~$180/mo
Solar offset value–$115/mo
NOI loan payment (post-ITC)+$105/mo
Net monthly household cost~$170/mo
🏠 Retrofit Path — Post-ITC
BEMC bill without solar~$180/mo
Solar offset value–$115/mo
NOI loan payment (post-ITC)+$119/mo
Net monthly household cost~$184/mo

Both scenarios lock the household's energy-related payment at a fixed level for 19 remaining years, while BEMC's rate — like most regulated NC utility rates — is expected to rise over time. The comparison widens in the homeowner's favor every year the program is in place, even where the day-one spread is roughly flat.

08Implementation Timeline
1
Week 1–2
HOA Board Approval
Board reviews and signs the Preferred Energy Partner Agreement; no capital commitment required.
2
Week 2–4
Builder Coordination (Path A)
NOI meets with Pulte's electrical and roofing trades to establish the pre-roof install workflow for upcoming homesites.
3
Week 3–5
Resident Program Launch (Path B)
HOA-endorsed communication to closed homeowners; NOI opens retrofit enrollment and scheduling.
4
Ongoing
Permitting & Interconnection
NOI files Brunswick County permits and BEMC interconnection paperwork per enrolled home.
5
Ongoing
Installation
Builder-path installs complete before roofing close-in; retrofit installs scheduled within 4–6 weeks of enrollment.
6
Ongoing
Commissioning
System inspection, BEMC permission-to-operate, and homeowner walkthrough.
7
Quarterly
HOA Reporting & O&M
NOI remits the Preferred Partner fee to the HOA and provides an enrollment report; ongoing system monitoring and O&M included.
09Key Terms & Signature
Program scope
All 800 Mallory Creek homesites, both construction paths
HOA capital required
$0
HOA partnership fee
$150 / enrolled home / year, paid quarterly by NOI
Homeowner down payment
$0
Homeowner financing rate / term
8.99% fixed / 20 years
System ownership
Homeowner owns the system; claims 30% ITC directly
Agreement term
Renews annually with the HOA; individual homeowner loans run their own term
Security & default
Homeowner loans secured by the equipment; NOI may place a lien on the individual property if that homeowner's loan defaults — the HOA carries no liability for resident defaults
Offer validity
90 days from date of this proposal
ITC note: the 30% federal Investment Tax Credit accrues to the individual homeowner as the system owner, not to the HOA. Figures in this proposal are estimates — homeowners should confirm treatment with their own CPA; NOI is not a tax advisor.
Del Webb Wilmington at Mallory Creek HOA
Board President / Authorized Signatory
Date
NOI Energy Partners
Daniel Bessmert, Partner
Date