AELF — OUR FOCUSED AND DISCIPLINED AVIATION INVESTMENT ARM

msn 970, acquired 2020

AVIATION At A Glance

30

Employees

250M

+/- Net Equity

1B+

Transactions

500M+

Net Cash Flows

450M+

In Assets

130+

Years Experience

Navigating Aviation's Most Complex Deals with Precision and Partnership. We're a commercial aircraft leasing platform that adapts to every operational challenge.

AELF is a full-service commercial aircraft leasing platform specializing in mid-life aircraft solutions. We excel at fleet modernization strategies, remarketing aircraft approaching end-of-lease terms, and providing creative solutions for distressed situations.

Our management team understands airline operations inside and out, allowing us to structure deals that align with our customers actual flight operations and capacity requirements. When traditional solutions fall short, our creative structuring capabilities and proven track record ensure we find a way forward.

Backed by several experienced in house aeronatical engineers based in Miami, AELF delivers the technical expertise and reliability that complex aviation deals demand. We're the counterparty that closes deals, regardless of complexity or obstacles.

DISCIPLINED INVESTMENT APPROACH

AELF has a focused and disciplined value-based investment approach

acquisition strategy

Acquisition strategy based upon identification of distressed assets / challenged lessees and / or difficult jurisdictions

ASSET TRANSITION

AELF seeks out assets needing marketing or bridging from one airline to the next

LIQUIDITY SOLUTIONS

AELF identifies and initiates discussions with sellers looking for immediate or near-term liquidity

Strong in-house technical expertise drives value creation through ability to transition out of distressed situations

DORMANT AIRCRAFT SPECIALIST

One of few institutional investors willing to invest in dormant aircraft

hands-on operations

Willingness to manage aircraft and their records through transitional maintenance generates significant value from assets

technical advantage

Technical capabilities create acquisition opportunities with limited competition, as other lessors shy away from “high-touch assets” (i.e. assets that require significant points of contact through the lease, such as technical and redeployment)

proven track record

Select Trading Partners

Select Recent Transactions

Acquisition of Boeing 737-800
2024
Lease of CF6-80 Engine
2024
Lease of 3x Boeing 737-800
2024
Acquisition of CF6-80 Engine
2024
Financing of Boeing 737-800
2025
Multiple Year Extension of Fleet Leases
2024
Sale of CF6-80 Engine
2024
Financing of Boeing 737-800
2024
Sale of Airbus A330 Airframe
2024
Acquisition of Airbus A330
2025
Leased A330-200
2024
Acquisition of 2x Boeing 737-800
2024
Financing of Boeing 737-800
2024
Acquisition of Airbus A330
2025
Sale of 2 x Airbus A330 Airframes
2024 & 2025

Other Representative Transactions

 
Acquisition of 4x A330 200 aircraft
 
Acquisition of A330 200
 
Acquisition of 5x 737 classic aircraft
 
Acquisition of numerous A340 300 aircraft
 
Acquistion of trade in Gulfstream IV
 
Acquisition of 3x Airbus A330s
 
Acquisition of Airbus A330

fleet list

Lessee
MSN / ESN
AIRCRAFT / ENGINE TYPE
VINTAGE
REGISTRATION
LEASE EXPIRY
40972
Boeing 737-800
2016
ZS-ZWG
Jan — 37
40971
Boeing 737-800
2016
ZS-ZWH
Apr — 34
36548
Boeing 737-800
2010
ZS-FGN
Nov — 37
37960
Boeing 737-800
2011
C-FNYA
Sep — 28
811438
CF6-80E
N/A
OH-LTN
May — 26
1104
Airbus A330-200
2010
N380HA
Apr — 26
1754
Airbus A330-200
2016
ZS-SXJ
Sep — 36
489
Airbus A330-200
2002
9H-EFS
Jun — 30
700
Airbus A330-200
2005
9H-MFS
Sep — 28
871
Airbus A330-200
2007
F-HFTL
Dec — 28
314
Airbus A330-200
1999
C-CUBF
Feb — 30
455
Airbus A330-200
2003
C-CUBH
Apr — 30
518
Airbus A330-200
2003
C-CUBC
Oct — 29
536
Airbus A330-200
2003
C-GUBD
May — 30
740171
CFM56-5C4
N/A
9H-SUN
Greentime Lease
741465
CFM56-5C4
N/A
9H-SOL
Greentime Lease
741675
CFM56-5C4
N/A
9H-SOL
Greentime Lease
741826
CFM56-5C4
N/A
9H-TQY
Greentime Lease
741646
CFM56-5C4
N/A
EC-MQM
Apr — 25
CF6-80C
CF6-80c
N/A
C-GAZI
Feb — 26

Typical Origination Channels

01

Non-Traditional Owners

02

Sellers Requiring Execution Certainty

03

Lessors with Limited Remarketing Capabilities

04

Foreclosures

Capital Structure Well-Suited for Investment Strategy

STRONG APPROACH

Strong Technical and Marketing Capability gives us a broader base of aircraft to chose from and a broader market to deliver aircraft into

Strong Financial Foundation

Robust balance sheet generated from continual reinvestment of returned capital and profits since inception

Strategic Liquidity

Significant liquidity position and relationships allows us to fund and back-lever investments while maintaining conservative leverage levels

strong technical and marketing capabilties

Capital Structure Well-Suited for Investment Strategy

Unlike other leasing companies, AELF specializes in identifying and acquiring undervalued and distressed assets to create long-term fixed-income vehicles
We’re one of few institutional investors willing to invest in dormant aircraft
Aircraft often require significant technical work and marketing efforts to bridge the next lease - we specialize in that

AELF only targets a select group of assets that have broad market penetration

FOCUSED

We are focused and disicplined with our approach

NARROW

Our focus enables teams to to deeply understand assets and costs of returning assets to service

We maintain relationships with each operator in our target asset classes of the 737NG and the A330- 200/ 300.

WE KEEP THE PULSE

Our team is able to understand the demand for each asset type helping mitigate remarketing risk

TRACK RECORD

We have a long record of marketing and remarking aircraft on long-term leases with market leading terms

Hit play to see one of our aircraft in action (MSN 36548)

Navigating Aviation's Most Complex Deals with Precision and Partnership. We're a commercial aircraft leasing platform that adapts to every operational challenge

CONTINUOUS MONITORING

Our in-house portfolio management team continually monitors each transaction to ensure underwriting targets are achieved

PROACTIVE MANAGEMENT

We predict and pre-empt any potential technical issues while prolonging the in-service life of the asset

END-OF-LIFE OPTIMIZATION

End of life monetization can include re-leasing, parting out or selling the asset – AELF's engine leasing pool is a testament to this strategy, as these assets, which were fully depreciated, are experiencing an extended life as the firm burns off the remaining green time