Lessor Mode, Basic Tax Lease: Using a tax lease template, learn how to fill in the SuperTRUMP Quick Screen and target for: MISF, IRR, Spread over Index or ROE (either pre-tax or after-tax).
Lender Mode, Loans: Using a loan template, learn how to fill in the SuperTRUMP Quick Screen and target for: MISF, IRR, Spread over Index or ROE (either pre-tax or after-tax).
Conditional Sales Contract, Template Files, & Quotes: Using a lease template, learn how to price/target a conditional sale, create a reusable template and work with quotes.
Fees, Simple & Multiple: Learn how to work with multiple fees and income items in pricing as well as target for a residual value.
Basic Asset Details & Delayed Funding: Learn how to work with the Asset window and change some of the basic parameters (MACRS, AMT), and see the effect of delayed funding.
Simple Structures: Learn the effects of different payment structures such as low-high, two payments in advance, and date conventions regarding 30/31.
Basic Rent Windows: Learn how to price unusual payment structures such as skips, one time contract payments, and residual realization timing.
Interims, Loans & Leases: Learn how to work with loan and lease interims and understand the effect on pricing.
Security Deposit: Price and lease with a security deposit and understand the effect on yield and termination values.
TRAC & Split TRAC Leases: Learn how to price a TRAC and Split TRAC lease and understand the effects on lease classification.
Simple Subsidy: Learn how to price with vendor and captive subsidies both to win the business and enhance lessor yield.
Multi-Asset: Learn to enter more than one asset, each with different residual, delivery and funding dates, and different depreciation, all tied to a single lease.
Termination Values: Learn to produce a termination table to either protect or enhance your economic yield.
Muni/Tax Exempt Leases: Learn to price a Muni/ Tax-Exempt lease and explore the settings necessary for the calculation.
Lease Syndication: Learn to determine the price to pay, as of a funding date, for an existing tax lease to earn a desired yield and the simplicity of the chop feature.
Asset Level Structuring & Termination: Learn to use the Asset Summary window to individually structure each piece of equipment in a single lease.
Direct Finance Lease Treatment: Price a tax lease that would normally be an Operating Lease; and secure sufficient residual guarantees from either a third party or an insurance company to classify the lease as Direct Finance Lease for the lessor.
Leveraged Leasing & Back-Leveraging: Learn the effect that leverage has on leases, whether it is a leveraged lease or uses back leverage.
ITC & Excel to SuperTRUMP: Learn how to determine the MISF yield from green energy credits and integrate Excel numbers.
Like-Kind-Exchange (LKE): Learn how to price the value of using the IRS Like-Kind-Exchange benefit in a new lease.
Economic vs. Book - Tax Yield & ROE: Learn why your transactions may not be earning the rate you targeted when you priced to a Tax Yield or ROE. Understand how to model both an economic and book pre-tax yield with tax benefits as well as an economic and book ROE.
Lease vs. Purchase Analysis: Learn how to determine if it is better to lease or purchase an asset from the perspective of the one using the asset. Providing this analysis to your customer puts you in a valuable consultant role.