Leasing firms tracked by Ishka have filed over $7.89 billion in insurance claims in relation to aircraft trapped in Russia to date. more
02/02/2023
2023 could be an active year for M&A in the aircraft leasing space, according to the CEO of start-up lessor High Ridge Aviation, Greg Conlon, who also tells Ishka that High Ridge is actively looking at a couple of potential transactions. more
10/01/2023
Aircraft lessors tracked by Ishka issued $2.097 billion in unsecured capital markets debt in the fourth quarter of the year, topping the total amount issued in the previous two quarters combined. more
05/01/2023
In a new regular report series, Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. more
15/12/2022
Unsecured bond issuance volume by aircraft lessors has picked up so far in Q4 after ALC's $700 million bond. more
29/11/2022
Aircraft asset manager Aergo Capital (Aergo) fleet has jumped to 304 aircraft assets after acquiring rival Seraph Aviation Management Limited (Seraph Aviation) for an undisclosed fee. more
23/11/2022
Japanese aircraft investor appetite appears to have reduced over the past three months with less capital being deployed due to the weakening Japanese Yen (JPY) against the US Dollar (USD), sources tell Ishka. more
17/11/2022
A lack of aircraft and inflation escalators is continuing to push up aircraft lease rates, and lease extensions, according to lessor CEOs during their recent Q3 earnings calls. more
10/11/2022
AerCap expects to continue to see “strong demand and upward pressure on lease rates” for widebody aircraft going forward, CEO Aengus Kelly told analysts during the lessor’s recent Q3 2022 earnings call. more
09/11/2022
Ishka's asset managers datasheet provides a summary of recent news, activity and metrics of aircraft asset managers in Q3 2022. more
08/11/2022
Air Lease Corporation (ALC) is set to close multiple aircraft sales worth around $850 million over the next nine months as CEO John Plueger states the lessor has a “pipeline of aircraft sales” built up. more
04/11/2022
Numerous industry headwinds are dampening the volume of aircraft trading between lessors and asset managers. more
14/10/2022
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers
Alternative lender explores a potential aircraft loan securitisation next year, in the meantime, capital markets remain volatile. more
12/10/2022
Aircraft lessors tracked by Ishka only issued $602 million in unsecured capital markets debt during the third quarter of the year, less than half of the $1.45 billion issued during Q2 2022. more
11/10/2022
Avolon’s new CEO, Andy Cronin, says lease rates for lessor orderbook Airbus A320neos and Boeing 737 MAXs have climbed 15% to 20% since their “trough” in the first half of 2021 to reach parity with pre-Covid rates. more
07/10/2022
A panel of aircraft lessor CEOs at the ISTAT EMEA conference last week predicted that it may take three to four years for the aircraft ABS market to fully return to the record issuance volumes seen in the last five years. more
29/09/2022
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Capital Markets
Leasing platforms have raised $12.6 billion through new equity funds and joint ventures (JV) since 2021 based on Ishka’s research of 17 equity fundraising projects. more
29/08/2022
Ishka reviews some of the key market concerns raised by AerCap, Air Lease Corporation (ALC), Aircastle, Chorus Aviation, and Fortress Transportation and Infrastructure Investors (FTAI Aviation) in their recent earnings calls. more
16/08/2022
AerCap is seeing an increased demand for lease extensions and higher lease rates as OEM delays constrain the supply of new aircraft, the lessor said during its Q2 2022 earnings call. more
12/08/2022
Air Lease Corporation (ALC) is seeing a “higher pace” of lease extensions “well in advance” of lease expirations for both narrowbody and widebody aircraft due to rising interest rates. more
05/08/2022
Ishka's asset managers datasheet provides a summary of recent news, activity and metrics of aircraft asset managers in Q2 2022. more
29/07/2022
The Fed raised rates by a further 0.75 percentage points yesterday. Leasing sources say aircraft buyers are walking away from secondary market acquisitions negotiated months in advance as rising financing costs overturn return assumptions. more
27/07/2022
Ishka notes that 10 new leasing platforms have been established since 2020, including eight during the pandemic, and four in the past two months. more
21/07/2022
Aircraft lessors tracked by Ishka issued a mere $1.45 billion in unsecured capital markets debt during the second quarter of the year, less than half of the $3.2 billion issued during Q1 2022. more
19/07/2022
Unlevered returns for new-technology aircraft sale/leasebacks have suffered a significant drop from Q1 2021 to Q1 2022, according to Ishka research, after briefly spiking during the pandemic. more
14/07/2022
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Aviation Banks and Lenders
Asset manager Strategic Value Partners, LLC and its affiliates (SVPGlobal), have announced that funds managed by SVPGlobal have acquired full ownership of London- headquartered aircraft asset manager Deucalion Aviation Limited (Deucalion) from EnTrust Global (EnTrust). more
09/07/2022
Ishka speaks to Abelo CEO Stephen Gorman on what Elix Aviation’s merger with veteran management team ADARE Aviation Capital means for Elix’s platform and its investment priorities. more
27/06/2022
This is a series of supplements to Ishka’s ‘Transaction Economics’ service. It delivers ‘the Ishka View’ on events that have a bearing on the near-term performance of aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more
20/06/2022
Aircraft lessor Carlyle Aviation Management Limited (Carlyle) has priced a $522.5 million aircraft ABS – the first aircraft ABS to price this year more
15/06/2022
Rising interest rate swap costs and an ongoing freeze in the aircraft ABS market are slowing the trading of leased aircraft, say lessors. more
10/06/2022
This is the 76th in a series of supplements to Ishka’s ‘Transaction Economics’ service. It delivers ‘the Ishka View’ on events that have a bearing on the near-term performance of aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more
06/06/2022
Ishka understands that three airlines have successfully agreed short sale/leasebacks (SLBs) with a lease length of eight years for new deliveries of new-tech narrowbodies and a turboprop compared to the typical lease term of ten-to-12 years. more
31/05/2022
in Lessors and Lease Rates , Aircraft Finance Market
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This is the 75th in a series of supplements to Ishka’s ‘Transaction Economics’ service. It delivers ‘the Ishka View’ on events that have a bearing on the near-term performance of aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more
23/05/2022
Aircraft lessors are concerned that insurers and reinsurers may decline to offer contingency coverage for countries deemed politically risky, including China, following billions of dollars in lodged claims by lessors for aircraft trapped in Russia. more
20/05/2022
in Lessors and Lease Rates , Aircraft Finance Market
AerCap swung to a net loss of $2 billion in the first quarter after registering $2.7 billion in costs relating to the Ukraine Conflict, dampening an otherwise strong quarter propelled by a “positive demand environment.” more
19/05/2022
Aircraft lessor SMBC Aviation Capital announced it plans to acquire Dublin-based rival Goshawk Aviation which, if regulatory approval is obtained, will make it the second-largest aircraft lessor by number of aircraft. more
17/05/2022
Lease rates for 16-year-old Airbus A320ceos continued to see a decline during Q1 2022 amid high availability for the type, according to contributors to Ishka’s Aircraft Pricing Benchmark report. more
11/05/2022
Air Lease Corporation (ALC) reported a $469 million loss for the quarter after it wrote off $802 million in relation to its owned and managed fleet located in Russia. more
10/05/2022
This is the 74th in a series of supplements to Ishka’s ‘Transaction Economics’ service. It delivers ‘the Ishka View’ on events that have a bearing on the near-term performance of aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more
09/05/2022
Ishka’s Pricing Benchmark investigates lease rates and prices for eight-year-old A320ceos and 737NGs. more
06/05/2022
in Aircraft Asset Profiles , Lessors and Lease Rates
Net aircraft orders for the two largest OEMs have begun to recover for the first time since the onset of the pandemic as passenger demand improves and travel restrictions ease. more
04/05/2022
Lessors and asset managers have gone from zero to over 1,225 e-VTOL commitments in under 12 months, marking the incursion of aircraft leasing into a new domain - but their decarbonisation role may be limited. more
29/04/2022
Aircraft lessors tracked by Ishka issued a modest $3.2 billion in unsecured capital markets debt during Q1 2022, a steep decline from Q4 2021. more
27/04/2022
Regional aircraft lessor Nordic Aviation Capital (NAC) is set to emerge from Chapter 11 proceedings in the United States by the end of May after a bankruptcy court approved its restructuring plan on 19th April. more
26/04/2022
This is the 73rd in a series of supplements to Ishka’s ‘Transaction Economics’ service. It delivers ‘the Ishka View’ on events that have a bearing on the near-term performance of aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more
25/04/2022
Ishka's asset managers datasheet provides a summary of recent news, activity and metrics of aircraft asset managers in Q1 2022. This datasheet is the third of Ishka’s new asset managers quarterly coverage. more
20/04/2022
This is a series of supplements to Ishka’s ‘Transaction Economics’ service. It delivers ‘the Ishka View’ on events that have a bearing on the near-term performance of aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more
11/04/2022
AerCap is expecting a “timing mismatch” between an impairment on assets that remain in Russia (and possibly some removed from Russia) and recoveries from related insurance claims worth $3.5 billion. more
01/04/2022
Aircraft remarketers talking to Ishka state that the costs associated with leased aircraft trapped in Russia due to Western sanctions following the Russian invasion of Ukraine could take years to resolve. more
29/03/2022
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