I think the recent events with Southwest (aging aircraft) bodes well for AER. There are lots of risks (oil prices, high debt, etc) but my understanding is that AER is leasing newer jets and that there is plenty of demand.
Agreed. Older planes need to have more extensive and frequent inspection, to say the least.The additional maintenace and service of the older planes will make AER's newer fleet more valuable. AER will probably able to charge more for the new leases.