Aircraft Market ConditionsAircraft 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.
Funding CostsBOC Aviation’s key strength lies in its lower cost of funding, which currently sits 30-50bps below that of its industry peers.