Strong Position in Growing Market
50
40
30
20
10
0
Dec-17
Mar-18
Jun-18
Sep-18
Dec-18
Mar-19
60
Jun-19
Sep-19
70
Dec-19
Mar-20
Jun-20
HIGH IRR INVESTMENTS AND EXTENDED LEASE DURATIONS BUILDING TRITON
LONG-TERM VALUE
Large block of 2021 investments will underpin long-term profitability
>> $3.4 billion of committed investments have already locked-in over 25% asset growth
» Average lease duration for 2021 investments 13 years; high lifetime equity IRR's driven by
strong demand and "inventory profits" due to steady increase in container prices
► Triton also focused on increasing lease durations for existing containers
▸ Expectations for future profitability meaningfully higher and range of likely performance tighter
Months of Average Remaining Lease Duration
Dry Lifecycle Leases as a Percent of Long Term Leases
Note: Long term and finance leases only. Sep-21E based on forecasted lease outs in Q3.
+
Sep-20
Dec-20
Mar-21
Jun-21
Sep-21E
60%
50%
40%
30%
20%
10%
0%
Dec-17
Mar-18
Jun-18
Sep-18
Dec-18
Mar-19
Note: Excludes sale-leaseback equipment.
Jun-19
Sep-19
Dec-19
Mar-20
Jun-20
Sep-20
Dec-20
Mar-21
Jun-21
9View entire presentation