The sources of lease cash flows change in importance over time. Each are subject to different risks. Accounting, tax, credit, and equipment risk vary throughout and affect transaction economics. Cash flows are further dependent on the macro environment, specific equipment involved, and the type, tenor, and terms and conditions of the lease agreement you choose … Read More >
What affects the performance of investment in transportation equipment?
Is it current market conditions, business confidence, and expectations? Or is it the ability of your lessee to make scheduled rent payments, the value of the equipment throughout it’s useful life (particularly at lease termination or early buyout points), the tax profile of the lessee, investor, and … Read More >
Transport capacity has come to be viewed as a commodity to be acquired and used with the greatest contractual flexibility and lowest unit cost. This approach relies on a continuing ability to refinance existing equipment, an available supply of capacity when needed, and the willingness of the financial markets to dissociate credit risk from equipment … Read More >
The departing U.S. Administration has overwhelmingly focused on social, environmental and business regulation. Their policies produced a lack of business capital investment which resulted in declining worker engagement and productivity. Even with the Fed’s historically low interest rates and multiple quantitative easing programs the best the U.S. economy could do was to return to ‘trend … Read More >
2016 has ended. As we leave behind a generally sluggish year we enter 2017 with new questions. Is it “Morning in America?”
The economic environment remains uncertain but, there is a sense of confidence in growing transportation traffic. The postelection jump in the Dow’s transportation average demonstrates the market is betting a Republican controlled Congress will … Read More >