Until recently, investors were forced to choose among module suppliers for exposure to the solar industry. But SolarCity (NASDAQ:SCTY) has brought a new model to the market: Leases provide stable and predictable cash flows to SolarCity investors, and with solar installations growing like weeds, the company is building a great base for the future. Fool.com contributor Travis Hoium sat down to discuss why SolarCity is so hot, and talks about other solar companies to watch.

Fool contributor Travis Hoium manages an account that owns shares of SunPower and personally owns shares and has the following options: Long Jan 2015 $7 Calls on SunPower, Long Jan 2015 $5 Calls on SunPower, Long Jan 2015 $15 Calls on SunPower, and Long Jan 2015 $25 Calls on SunPower. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.