Join the Ishka | Airfinance Global team as they give a high-level overview of the current aviation financing landscape and look forward to the year ahead.
A crash course on the wealth of financing instruments in the market. Learn why coupons aren’t for the supermarket and balloon payments aren’t for party planning.
Exclusively for registered Accelerator participants. Space is limited but if you wish to apply, please contact jennifer@ishkaglobal.com
Private credit is reshaping how aviation assets are
financed, stepping into spaces once dominated by banks and lessors. But what
does that mean for investors? And how can they take advantage of this evolving
market dynamic? This session explores where private credit is generating
returns, how risk is being structured and priced, and what these deals actually
look like from a legal perspective, with insight into the structures and
protections that matter most when markets turn.
Key discussion points:
How
are lenders approaching sustainable returns in today’s
aviation market, and how are risk considerations influencing those
strategies?
What
deal structures are being used, and how do they shape
risk allocation and return outcomes?
What
are the routes to market for investors across the capital stack in private
credit?
Forward
look: How are lenders positioning themselves for the next
phase of aviation finance, and how is this reflected in current deals,
transaction terms and structuring decisions?
With maintenance costs surging and engine availability constrained, how are operational pressures affecting lessor profitability? How are lessors and investors mitigating these risks?
Is there an investment case for mid-sized lessors, or does the funding advantage of larger platforms make scale essential for competitive returns?
Is the bargaining power of OEMs and engine manufacturers impacting consolidation, and could scale now determine access to aircraft and engines in a constrained supply environment?
Learn how shifting market values feed directly into pricing decisions, and how to apply that data to structure deals to meet risk and performance targets.
Exclusively for registered Accelerator participants. Space is limited but if you wish to apply, please contact jennifer@ishkaglobal.com
An introductory session that guides participants through each stage of an aviation ABS, from selecting assets and forming the portfolio to shaping the structure and preparing for closing.
Designed for participants who are new to securitisation and want a clear view of how a deal comes together.
To what extent are OEM delivery delays and MRO capacity
constraints reshaping fleet strategies in the near and
medium term?
How could maintenance pressures and shorter time on wing
influence lease extensions, utilisation decisions and financing assumptions?
Is increased OEM involvement across the aftermarket
affecting flexibility, pricing transparency and strategic planning for lessors
and operators? To what degree?
What do today’s OEM and MRO constraints mean for asset
values, residual expectations and long-term fleet economics?
As parts
become harder to source, where is the biggest demand in the USM market from
airlines and lessors?
Where are the strongest opportunities for investors to deploy
capital in the aftermarket? Is this becoming a new entry point beyond
traditional JOL/JOLCO and ABS routes?
How is lending in the aftermarket evolving as financiers
shift focus from airline credit to the maintenance utility value of assets?
A focused review of the Ishka Vista, our
forward-looking market view, highlighting where we see genuine opportunity,
emerging stress points and capital dislocation over the next 12–24 months.
A clear view of where risk-adjusted returns are
genuinely being generated today across aviation debt, equity and secondary
strategies, grounded in live transactions and active capital deployment.
A concise, decision-focused session designed for
experienced investors so you can assess aviation efficiently within a
broader portfolio context.
If e-notes make a comeback, how could investors manage the
downside of taking equity-style risk with limited control over underlying
assets?
How is the emergence of the Master Trust structure making the ABS market more appealing to investors?
As more aircraft are being securitised and taken out of the
trading pool, how is this reshaping asset availability?
Have factors such as geopolitical uncertainty and tariffs
slowed ABS issuance, and do you see the pipeline picking up if conditions
continue to stabilise?
Why should investors consider regional aircraft financing,
and what are the main structural or credit risks to watch?
With ATR orders sold out, how are availability constraints shaping lease rates and investor appetite?
Do regional jets still make sense in markets dominated by low-cost carriers and high utilisation narrowbodies? Are turboprops the safer, more durable investment?
How do remarketing challenges differ between ATR and Embraer fleets given their limited operator bases?
Can either aircraft type realistically serve as a substitute for new narrowbody capacity, or will they remain niche segments despite current demand?
With limited availability in fixed-wing assets, how could
investor capital be redirected, and what is holding back broader investment
into helicopters?
How are commercial helicopter use cases such as SAR and offshore operations shaping demand and credit quality in the market?
What progress has been made in building credible performance benchmarks for helicopter assets, and how is this improving transparency for lenders and investors?
Which financing structures are proving most effective for managing risk and aligning returns in today’s helicopter market?
How could investors approach helicopter portfolio construction if they had $50m to start?
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?
How have high interest rates and Basel IV regulations reshaped aviation lending so far this year? Is aviation still a priority for banks amid ESG/ratings considerations and high interest rates?
Are bank loans are becoming less attractive to investors and airlines? What could the next generation of banking product look like? Is there an opportunity for bank/private credit partnerships such as syndication or hybrid models?
How is the rise of private credit in aviation filling the gap left by banks? Are there any novel asset types that are becoming private credit territory?
As private credit and alternative lenders have higher yield targets, has this pushed them into complex, higher-risk structures, and is this sustainable long-term in the lending space?
Will the market balance keep shifting, or will we start to see a clear distinction on who funds what?
