Derek Wong

Speaker

Aviation Finance & ISTAT Appraiser

Investec

United Kingdom

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Main Stage

The Great Value Debate: How Appraisers Read the 2026 Market

David Rushe

EVP & ISTAT Appraiser,

Magellan

Olga Razzhivina

Director & Senior ISTAT Appraiser,

Oriel

Derek Wong

Aviation Finance & ISTAT Appraiser,

Investec

Moderator

Eddy Pieniazek

Head of Advisory,

Ishka

As lease rates seem to be stabilising, are we entering a more disciplined pricing environment as larger lessors get a hold on their order books?

As trading activity is expected to form a bigger share of lessor revenue over the next 5 years, how important is trading as a long-term component of leasing platforms, and are there still enough deals to be done?

Could concentration create medium-term exposure risks for investors and lenders if growth in those markets slows or becomes unbalanced?

With loan margins tightening in the past year, how much room does this give lessors to adjust lease rentals? Could cheaper funding influence pricing notably across the market?

As lessors rely on servicing income, is there still an opportunity for mid-sized equity funds? Will a drop in rates be necessary to sustain new investment?