
Managing Aero and Rail Investment Through a Post-COVID Recovery

A Storm of Fundamental Challenges Create Aero and Rail Opportunities

Russian Ukrainian Invasion Upends Aero and Rail Outlooks

War & Inflation Converge, Pitfalls & Opportunities Emerge

Unlocking Aero & Rail Equipment Values Amidst Surging Inflation

Air & Rail Market Dynamics Set Stage for 2022

Transportation’s Challenge: Taming Stock Outs and Inflation
January 3, 2022/by residco
Transportation Equipment Values Headed Up

Finding Value In Midlife Air and Rail Equipment
RESIDCO’s size and wholesale capability is a competitive advantage. It can respond quickly and flexibly to ever changing market conditions.
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Recent Posts
Managing Aero and Rail Investment Through a Post-COVID RecoveryJune 14, 2022 - 8:00 am
As demand returns, post-COVID transportation markets are struggling to maintain service levels. Precision Scheduled Railroading (“PSR”) with its asset and workforce reductions worked to reduce Class One operating ratios. Over the five years before the pandemic the Class Ones had already reduced headcount 33% through attrition and layoffs. During the pandemic workforce reduction continued as […]
A Storm of Fundamental Challenges Create Aero and Rail OpportunitiesMay 5, 2022 - 8:00 am
A strong labor market is driving wage inflation and a falling unemployment rate (now 3.6%, just above the 3.5% it was before the pandemic). Even though the U.S. GDP was down 1.4% in the first quarter, rail carloads originated in March were up 1.2% year over year. The unexpected GDP drop was driven by a […]
Russian Ukrainian Invasion Upends Aero and Rail OutlooksApril 14, 2022 - 8:00 am
Investment and financing decisions involve an evaluation of risk, amount and timing of cash flows, and expected equipment values over an investment horizon. The outlook for Aero and Rail cash flows for the balance of 2022 have changed as the Global community reacts to Russia’s invasion of Ukraine. Even though Russia is a signatory to […]