Summary of Industry Fundamentals
Together, these factors mean an increased size of the container pool and an increased percentage of that pool being owned by lessors. In other words, the container leasing industry's demand is extremely healthy in the near future.
With so many positive catalysts in the shipping and shipping container industries, it is worthwhile to examine the various choices for investment within them. We believe the container lessors will outperform the shipping companies for two reasons:
Percentage of Leased to Owned Containers
Container investments combine a high degree of investment diversification, comparatively low market volatility and a high residual value.
High degree of investment diversification:
Comparatively low market volatility:
High and stable residual value: