With
fewer new deliveries coming out of OEM shops what does this mean for the
lessor’s portfolio?
What
have been the implications of COVID and now interest rates on trade volumes?
Are
we seeing older assets remain on book and hold their values for longer due to
the shortages?
Portfolio
repair, growth, and yield: with a pandemic, a war and increasing interest rates
what have lessors’ approaches been to ensure their portfolios remain as strong
as possible?
How
are investors viewing the portfolio changes of their lessors, are their
investment requirements being met?
What
are the alternative takeout options for lessor warehouse funding?
Are
these structures likely to continue to be used even when the ABS market returns
in some form?
How
likely is a return to E-note structures? Perhaps less likely in the near term
but is this on the horizon for longer term deals?
How
have airlines been using the private placement market? What structures/ deal
formats are proving popular?
Which equity opportunities exist for private market investors beyond traditional commercial passenger and cargo aircraft?
What type of growth opportunities exist for Lessors when it comes to leasing of future technology assets such as electric aircraft and battery storage/charging?
What
are the alternative takeout options for lessor warehouse funding?
Are
these structures likely to continue to be used even when the ABS market returns
in some form?
How
likely is a return to E-note structures? Perhaps less likely in the near term
but is this on the horizon for longer term deals?
How
have airlines been using the private placement market? What structures/ deal
formats are proving popular?
Which equity opportunities exist for private market investors beyond traditional commercial passenger and cargo aircraft?
What type of growth opportunities exist for Lessors when it comes to leasing of future technology assets such as electric aircraft and battery storage/charging?
With
current tech engines currently appreciating in value for their LLPs and part
because of teething difficulties with new gen engines, what impact are we
likely to see on current gen engine values?
When
should we expect the supply of current gen engines to outstrip demand and would
we see more lessors and asset owners look for returns with engine tear downs?
How
are OEM and MRO bottlenecks and part shortages/feedstock constraints impacting
investment opportunities and returns?
When
is the demand going to, once again, be matched by production levels of new
aircraft?
Are
new gen engine issues kinks that can be ironed out or a wider issue? Are new
gen engines a less attractive investment option currently given these issues?
How
much effort should OEMs place on ramping production vs fixing issues with
current engines? How will this affect maintenance costs of engines and engine
liquidity in the future?
With
current tech engines currently appreciating in value for their LLPs and part
because of teething difficulties with new gen engines, what impact are we
likely to see on current gen engine values?
When
should we expect the supply of current gen engines to outstrip demand and would
we see more lessors and asset owners look for returns with engine tear downs?
How
are OEM and MRO bottlenecks and part shortages/feedstock constraints impacting
investment opportunities and returns?
When
is the demand going to, once again, be matched by production levels of new
aircraft?
Are
new gen engine issues kinks that can be ironed out or a wider issue? Are new
gen engines a less attractive investment option currently given these issues?
How
much effort should OEMs place on ramping production vs fixing issues with
current engines? How will this affect maintenance costs of engines and engine
liquidity in the future?
With
fewer new deliveries coming out of OEM shops what does this mean for the
lessor’s portfolio?
What
have been the implications of COVID and now interest rates on trade volumes?
Are
we seeing older assets remain on book and hold their values for longer due to
the shortages?
Portfolio
repair, growth, and yield: with a pandemic, a war and increasing interest rates
what have lessors’ approaches been to ensure their portfolios remain as strong
as possible?
How
are investors viewing the portfolio changes of their lessors, are their
investment requirements being met?
What
are the alternative takeout options for lessor warehouse funding?
Are
these structures likely to continue to be used even when the ABS market returns
in some form?
How
likely is a return to E-note structures? Perhaps less likely in the near term
but is this on the horizon for longer term deals?
How
have airlines been using the private placement market? What structures/ deal
formats are proving popular?
Which equity opportunities exist for private market investors beyond traditional commercial passenger and cargo aircraft?
What type of growth opportunities exist for Lessors when it comes to leasing of future technology assets such as electric aircraft and battery storage/charging?
With
fewer new deliveries coming out of OEM shops what does this mean for the
lessor’s portfolio?
What
have been the implications of COVID and now interest rates on trade volumes?
Are
we seeing older assets remain on book and hold their values for longer due to
the shortages?
Portfolio
repair, growth, and yield: with a pandemic, a war and increasing interest rates
what have lessors’ approaches been to ensure their portfolios remain as strong
as possible?
How
are investors viewing the portfolio changes of their lessors, are their
investment requirements being met?
With
fewer new deliveries coming out of OEM shops what does this mean for the
lessor’s portfolio?
What
have been the implications of COVID and now interest rates on trade volumes?
Are
we seeing older assets remain on book and hold their values for longer due to
the shortages?
Portfolio
repair, growth, and yield: with a pandemic, a war and increasing interest rates
what have lessors’ approaches been to ensure their portfolios remain as strong
as possible?
How
are investors viewing the portfolio changes of their lessors, are their
investment requirements being met?
With
fewer new deliveries coming out of OEM shops what does this mean for the
lessor’s portfolio?
What
have been the implications of COVID and now interest rates on trade volumes?
Are
we seeing older assets remain on book and hold their values for longer due to
the shortages?
Portfolio
repair, growth, and yield: with a pandemic, a war and increasing interest rates
what have lessors’ approaches been to ensure their portfolios remain as strong
as possible?
How
are investors viewing the portfolio changes of their lessors, are their
investment requirements being met?
With
current tech engines currently appreciating in value for their LLPs and part
because of teething difficulties with new gen engines, what impact are we
likely to see on current gen engine values?
When
should we expect the supply of current gen engines to outstrip demand and would
we see more lessors and asset owners look for returns with engine tear downs?
How
are OEM and MRO bottlenecks and part shortages/feedstock constraints impacting
investment opportunities and returns?
When
is the demand going to, once again, be matched by production levels of new
aircraft?
Are
new gen engine issues kinks that can be ironed out or a wider issue? Are new
gen engines a less attractive investment option currently given these issues?
How
much effort should OEMs place on ramping production vs fixing issues with
current engines? How will this affect maintenance costs of engines and engine
liquidity in the future?
With
current tech engines currently appreciating in value for their LLPs and part
because of teething difficulties with new gen engines, what impact are we
likely to see on current gen engine values?
When
should we expect the supply of current gen engines to outstrip demand and would
we see more lessors and asset owners look for returns with engine tear downs?
How
are OEM and MRO bottlenecks and part shortages/feedstock constraints impacting
investment opportunities and returns?
When
is the demand going to, once again, be matched by production levels of new
aircraft?
Are
new gen engine issues kinks that can be ironed out or a wider issue? Are new
gen engines a less attractive investment option currently given these issues?
How
much effort should OEMs place on ramping production vs fixing issues with
current engines? How will this affect maintenance costs of engines and engine
liquidity in the future?
With
current tech engines currently appreciating in value for their LLPs and part
because of teething difficulties with new gen engines, what impact are we
likely to see on current gen engine values?
When
should we expect the supply of current gen engines to outstrip demand and would
we see more lessors and asset owners look for returns with engine tear downs?
How
are OEM and MRO bottlenecks and part shortages/feedstock constraints impacting
investment opportunities and returns?
When
is the demand going to, once again, be matched by production levels of new
aircraft?
Are
new gen engine issues kinks that can be ironed out or a wider issue? Are new
gen engines a less attractive investment option currently given these issues?
How
much effort should OEMs place on ramping production vs fixing issues with
current engines? How will this affect maintenance costs of engines and engine
liquidity in the future?
What
are the alternative takeout options for lessor warehouse funding?
Are
these structures likely to continue to be used even when the ABS market returns
in some form?
How
likely is a return to E-note structures? Perhaps less likely in the near term
but is this on the horizon for longer term deals?
How
have airlines been using the private placement market? What structures/ deal
formats are proving popular?
Which equity opportunities exist for private market investors beyond traditional commercial passenger and cargo aircraft?
What type of growth opportunities exist for Lessors when it comes to leasing of future technology assets such as electric aircraft and battery storage/charging?
What
are the alternative takeout options for lessor warehouse funding?
Are
these structures likely to continue to be used even when the ABS market returns
in some form?
How
likely is a return to E-note structures? Perhaps less likely in the near term
but is this on the horizon for longer term deals?
How
have airlines been using the private placement market? What structures/ deal
formats are proving popular?
Which equity opportunities exist for private market investors beyond traditional commercial passenger and cargo aircraft?
What type of growth opportunities exist for Lessors when it comes to leasing of future technology assets such as electric aircraft and battery storage/charging?
