The HALO Effect: Investing in Heavy Asset/Low Obsolescence Assets

This report introduces HALO (Heavy Asset, Low Obsolescence) investments, specifically railcar leasing, as a source of durable, inflation-sensitive income.

Key Takeaways

• 1.HALO (Heavy Asset, Low Obsolescence) assets like railcar leasing offer durable, contract-driven income backed by physical assets that are hard to disrupt.
• 2.Railcar assets benefit from high utilization and long useful lives (40-50 years) with low technological obsolescence.
• 3.Tax incentives from the 2025 One Big Beautiful Bill Act allow for 100% depreciation in the first year of acquisition for new and used railcars.

Table of Contents

• RAIL LEASING
• INCOME, INFLATION, DIVERSIFICATION
• REFRAMING THE OPPORTUNITY SET
• A RETURN TO THE TANGIBLE

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