In this episode of Alternate View, Jeff Rehm, Managing Director of Flight Lease, joins Matt Andrulot to explore one of the most overlooked corners of alternative investing: aircraft lending and leasing.
From passenger aircraft and cargo conversions to engines, maintenance reserves, and aviation arbitrage, Jeff explains how investors can gain exposure to tangible aviation assets while capitalizing on market inefficiencies created by fleet transitions, global demand, and decades of industry expertise.
Whether you're an RIA, sophisticated investor, or simply curious about alternative investments, this episode provides an inside look at how one of the world's most specialized asset classes operates—and why it's attracting investor attention.
We cover: • How aircraft lending and leasing actually works • Why airlines lease aircraft instead of owning them • How Flight Lease identifies arbitrage opportunities across aviation assets • The role of data, maintenance records, and industry relationships in underwriting investments • Why passenger-to-cargo aircraft conversions have become such a compelling opportunity • How investors think about risk, duration, and tangible asset ownership in aviation
Timestamps 00:00 – Introduction 01:00 – Jeff Rehm's background & Flight Lease 03:00 – What aircraft lending and leasing looks like 07:00 – Understanding airline fleet transitions 10:00 – Why aviation is a data-rich industry 14:30 – Aircraft engines, maintenance reserves & leasing economics 20:30 – Risk, insurance & underwriting aviation assets 26:00 – Passenger-to-cargo conversions 31:00 – Building relationships across the aviation industry 33:30 – Final thoughts
If you're looking to deepen your understanding of alternative investments beyond traditional private equity and real estate, this episode offers a fascinating look inside the business of aircraft leasing and the investment opportunities that keep global aviation moving.
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