Aircraft ShortagesAircraft shortages bode well for global lessors like BOCA, as lessors with sizable incumbent portfolios are well positioned to benefit from an incredibly tight aircraft market.
Earnings VisibilityEarnings visibility improved, with placements secured further out and airlines extending leases by 4-6 years vs 1-2 years previously.
Strategic ExecutionSolid fundamentals with upside from rate cuts, competitive funding costs, solid portfolio quality, and strategic execution expected to drive long-term outperformance.