Case study · Mixed asset classes
Owning equipment lease portfolio administration
A $2.5 billion construction materials producer, 6,808 leased assets across 707 schedules, and a spread reduction from 128 to 14 basis points.
Case studies from the two national equipment programs I have run, and working notes on fleets, leasing economics and the administration that keeps a negotiated program from unwinding. Grouped by what they apply to: the administration work travels across asset classes, while the transformation material is specific to materials handling. Both programs were delivered as an employee, which is disclosed on each.

Applies across the most commonly leased asset classes. Nothing here depends on the equipment being forklifts.
Case study · Mixed asset classes
A $2.5 billion construction materials producer, 6,808 leased assets across 707 schedules, and a spread reduction from 128 to 14 basis points.

Forklifts, pallet jacks, reach trucks, order pickers, aerial lifts and facility sanitation equipment. This is the class where equipment price, service and lease financing can be bid as one package, so the economics below are specific to it.
Strategy · Materials handling
Equipment price, service and lease financing are usually bought separately, from three parties, at three margins. One event changes that.
Case study · Materials handling
A multibillion-dollar CPG manufacturer, 1,400 units across more than 150 sites, and a program structured to reach $3.5 million a year.
Article · Materials handling
Long-term rental is usually the largest single pocket of value in a fleet, and nobody chose it.
Analysis · Materials handling
The case for owning needs two things: free capital and perfect discipline. Most companies have neither.
That is the usual starting point. A first conversation is 30 minutes and there is no charge. If there is nothing here for you, I will say so.