The utilization gap: why $22,000 per hour is really $6,800
Charter operators quote block-hour rates as if the aircraft were always working. We measure the hours it doesn't fly. The delta is the deal.
Insights
Field notes from the flight deck.
Perspectives on aviation economics, private markets, and the operating discipline behind our platform.
FBOs are the tollbooths of private aviation.
There are roughly 3,700 general aviation airports in the US. Around 500 of them do the vast majority of the transactions. That concentration is a moat.
Airport-adjacent land is the last unowned urban infill.
Hangar campuses, MRO parks, and cargo aprons trade at yields that industrial real estate hasn't seen in a decade.
Vertiport siting is a land game, not a technology game.
The eVTOL winners will not be defined by aircraft — they will be defined by who owns the concrete.
SAF blend mandates and the offtake premium.
The Inflation Reduction Act tax credits, EU ReFuelEU, and California LCFS are creating a stacked credit environment that reshapes SAF economics.
Thirty-five funds, one dispatch board.
We centralize maintenance, scheduling, safety management, and insurance across the platform. Portfolio companies keep their brands and lose their overhead.
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Quarterly perspectives from the desk of the Founder & CEO. Sent to accredited investors and industry partners.
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