
The rail industry is experiencing a wave of liquidity as infrastructure funds, insurance companies, and private‑equity firms pour billions into railcar and locomotive financing. Traditional tax‑leveraged leases are being replaced by long‑horizon passive capital and CDO‑structured debt, reshaping the capital stack. While new railcar production is expected to plateau at about 25,000 units in 2026, investors are betting on low default risk, inflation‑hedging assets, and modest lease‑rate growth. Tax incentives such as the 2025 bonus depreciation further sweeten the investment thesis.

Cando Rail & Terminals announced its acquisition of Savage Rail, a leading U.S. rail services provider. The deal will combine Cando’s Canadian network with Savage’s 36 terminals, three short‑line railways and 80 first‑ and last‑mile operations, creating a coast‑to‑coast platform...

Cando Rail & Terminals announced it will acquire Savage Rail, creating a coast‑to‑coast rail terminal and infrastructure platform across North America. The combined entity will operate 36 railcar storage and transload terminals, three short‑line railways, and 80 first‑ and last‑mile...