Investor Presentaiton

Servicing High-Quality Industrial Shippers 700+ Customers 75%+ Full Service Lease Strong Customer Credit Profiles (by NBV) 14% 51% 35% Largest customer represents < 5% of total lease revenue Top 20 customers account for 38% of lease revenue ■ Investment Grade ■ Not Rated ■ Non-Investment Grade Serving Industrial Shippers in North America 27 years Top 10 customers relationship tenure < 0.3% 10 year avg write-off history ■ Shippers TRINITY INDUSTRIES See appendix for source info < 1%- 12% 87% ■ Railroads ■ Other DELIVERING GOODS for THE GOOD of ALL III 30

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