Equipment ownership, simplified

Heavy equipment that shelters income.

OwnaFleet structures and coordinates qualified participation in a managed equipment ownership program operated by the 4th-largest publicly-traded equipment rental company in the U.S. — $7B under management, $3.9B already owned by participants, 385 locations in 45 states. Year-1 accelerated depreciation. Monthly distributions through year 6. Fully managed.

How the dollars move

One purchase. Three returns.

Your capital flows through your own LLC into a fully-managed equipment fleet. Three distinct return streams come back: monthly rental income, year-one tax shelter, and capital recovery at exit.

01
You
Minimum initial capital of 13% plus a personal guarantee on the financed portion — both required for program participation and to establish IRC §465 at-risk basis.
02
Your LLC
Holds title and signs the purchase, asset-management, and remarketing agreements.
03
Equipment
Heavy construction assets — aerial, earthmoving, material handling. ~90% financed.
04
Rental fleet
Managed by the rental operator across 385 locations in 45 states. Branch teams agnostic to ownership.
Three returns flow back to you
$
Monthly distributions
75–85% of net rental revenue, deposited to your LLC's operating account each month for the full 6-year term.
%
Year-1 tax shelter
100% bonus depreciation deduction against active income, subject to at-risk and material participation rules. CPA-modeled to your situation.
Year-6 sale
Equipment sold at fair market value (typically back to the operator). Limited-loss guarantee pays up to 9.99% if you sell below floor.
The Math

Run your own numbers.

Adjust the equipment purchase amount to see projected cash outlay, annual cash flow, and year-six exit. These figures use the program's published pro forma assumptions and exclude potential tax benefits.

Equipment Purchase
$1,000,000
$500K min $50M

Average fleet purchase is $1.2M. Minimum is $500K.

Your tax assumptions
Combined marginal rate
Bonus depreciation 100%

100% bonus depreciation restored under the One Big Beautiful Bill Act for qualifying property placed in service after Jan 19, 2025. Confirm with your CPA.

Initial Cash Outlay ?10% down payment plus a 3% fleet aggregation fee. The remaining 90% is financed by our partner team over 72 months with a balloon at exit.
$130,000
10% down + 3% fleet aggregation fee
Annual Cash Flow (Yr 1–5) ?Your share of monthly rental revenue, minus operating costs (maintenance, insurance, telematics) and debt service. The number is small because most of the rental income services the loan in years 1–5.
$9,118
After debt service & operating costs
Year 6 Exit ?Equipment is sold at fair market value at the end of year 6. After the loan balloon is paid off, the remaining proceeds plus the year-6 cash flow come back to you. This is where most of the cash return shows up.
$109,118
Final cash flow + balloon recovery at fair market value
Total Cash Returned (6 yr) ?Sum of years 1–5 cash flow plus the year-6 exit. This is the actual money that comes back to you, before any tax effects.
$154,706
Pre-tax cash-on-cash
Est. Year-1 Tax Shelter ?If you qualify for bonus depreciation and have active income to absorb the deduction, you can claim ~100% of the equipment value as a year-1 tax write-off. At your marginal rate, this is the value of those tax savings.
$400,000
Bonus depreciation × marginal tax rate
Total Economics (Cash + Tax) ?Cash returned plus estimated year-1 tax shelter. For most participants, the tax shelter is the largest single component — that's why this program is built around active-income offset, not yield.
$554,706
On initial outlay above · subject to your CPA's modeling for your situation
Cash flow timeline (per dollar invested)
Important assumptions for the tax line: sufficient active income to absorb the deduction, material participation under IRC §469 (or qualification under another active rule), and at-risk basis under IRC §465 covering the equipment value (the personally-guaranteed loan typically counts). Depreciation recapture at year-6 exit is not modeled and will reduce total economics. Your CPA must verify all of this for your specific situation — OwnaFleet does not give tax advice.

Projections only, not guaranteed. Cash flow figures based on the program's published Q2 2026 pro forma: 80% average rev share to monthly target, 72-month term, 90% financing at 7.25% with 120-month amortization, equipment sold at Net Orderly Liquidation Value (the fair sale price under normal market conditions over a reasonable period) in year 6. Tax figures are estimates only and depend entirely on your individual tax situation, which we are not qualified to assess. Actual cash flow varies due to utilization, market conditions, and equipment performance.

How It Works

Five steps. One signature.

From signed agreement to first rental check, the process is designed to be turnkey. Our partner team handles the operational complexity. You make the capital decision and collect.

01
You buy
Through your LLC. Our partner team arranges the equipment purchase and 90% financing.
02
We manage
Fleet enrollment, insurance, maintenance, telematics — all coordinated by the partner team. You're hands-off.
03
The fleet rents it
Your equipment joins the nationwide rental fleet across 385 locations in 45 states. Branch operators are agnostic to ownership.
04
You get paid
Monthly net revenue distributions to your LLC. The software platform shows real-time location, utilization, and revenue per asset.
05
Exit at year 6
The rental operator offers to buy at fair market value. The limited-loss guarantee pays up to 9.99% of original cost if you sell below floor. Or remarket to third parties.
End-of-term exit

How exit risk actually plays out.

At the end of the six-year term, equipment is sold and proceeds (minus the loan balloon) flow back to participants. A limited-loss guarantee from the rental operator caps the downside if equipment sells below its stated floor price. Three scenarios at a $1M purchase, with a 54% floor price.

Scenario Purchase Floor (54%) Sale Price Shortfall Operator Pays Owner Net Loss
Projected Exit $1,000,000 $540,000 $552,000 $0 $0 $0
Soft Market $1,000,000 $540,000 $480,000 $60,000 $60,000 $0
Severe Downturn $1,000,000 $540,000 $400,000 $140,000 $99,999 $40,010

How the guarantee works

180+ days before the contract ends, the rental operator makes an all-or-none offer to buy the equipment, typically at fair market value. Owners may accept that offer or remarket the equipment to third parties (the operator retains a 15-day right of first refusal).

If sale price falls below the floor stated in the limited-loss agreement, the operator pays the shortfall — capped at 9.99% of original purchase price. The cap is the maximum payout per asset, not a guaranteed minimum return; in deep downturns, owners can absorb residual loss beyond the cap.

In severe-downturn scenarios, owners may also elect to continue renting the equipment through the program for up to one (1) additional year under the existing terms.

Who This Is For

An honest gut check.

This program isn't right for everyone. Lenders require specific financial qualifications, and the asset class needs the right kind of holder. Here's the straight answer on fit.

You're likely a fit if…

  • Net worth ≥ 3× equipment purchase ($3M+ for a $1M deal)
  • Liquid assets ≥ 30% of purchase ($300K+ for a $1M deal)
  • Comfortable with personal guarantee on the financed portion
  • Looking to offset W-2, K-1, or business income with depreciation
  • Want exposure to infrastructure & industrial spend without operating a business

It may not be right if…

  • You can't tolerate cash flow variability month-to-month
  • You need full liquidity in less than 6 years
  • You don't have ordinary income to absorb the depreciation
  • You're uncomfortable with a long-term operational dependency on a single counterparty
  • You'd require investor-style governance rights (this is an asset purchase, not a fund)
Built on real scale

Backed by the operator behind every asset.

Every dollar of equipment you own is rented out by the 4th-largest equipment rental company in the U.S., running 385 locations in 45 states. Our partner team handles fleet aggregation, financing, insurance, and reporting end-to-end. You sign once and collect.

$4.4B
Rental operator 2025 revenue
385
Operating locations · 45 states
4th
Largest rental company in the U.S.
$3.9B
Equipment under management
1,000+
Existing program participants
100%
Assets connected to telematics software
Publicly traded · SEC-audited
The rental operator is a publicly-traded U.S. company. Audited financials, 10-K and 10-Q filings, and investor disclosures are publicly available — independently verifiable through SEC EDGAR. Company name, ticker, and direct EDGAR links provided to participants on request.

OwnaFleet helped me keep roughly $350,000 that otherwise would have gone to taxes.

Dr. Jeremiah Sturgill Tennessee
About Cochran Capital

A platform of tax-advantaged investment solutions.

OwnaFleet is a Cochran Capital solution. Cochran Capital structures tax-advantaged investment opportunities for high-net-worth individuals, families, and professionals — across managed equipment ownership, opportunity zone real estate, and other asset-backed yield programs.

The firm selects solutions on three criteria: durable underlying assets, meaningful tax efficiency, and operational leverage that does not require participants to operate. Current programs span value-add real estate (Cochran Capital Fund), qualified opportunity zone real estate (INW Opportunity Zone Fund I, with Fund II launching January 2027), select SPVs and joint ventures, and active-income strategy (OwnaFleet — this site). Four prior investments have been fully cycled to exit.

Josh Cochran
Founder & Principal

Josh founded Cochran Capital in 2022 to bring tax-advantaged investment programs to high-net-worth individuals, families, and professionals seeking durable, asset-backed yield. He is a participant in OwnaFleet's managed equipment ownership program himself.

Cochran Capital and OwnaFleet are not financial, tax, legal, investment, or accounting advisors. Information on this site is general in nature; participants should consult licensed advisors before making capital decisions.

Frequently Asked

The honest questions.

$500K is the official minimum through OwnaFleet. Q4 demand typically pushes minimums to $1M with no guarantee of allocation; Q1–Q3 has the most flexibility. Exceptions down to $250K are made occasionally for the right participant.

Faster cash flow (rentals start in weeks, not months), shorter hold (6 years vs. 10–30), national diversification (one purchase, 45-state utilization), and dramatically faster depreciation (heavy equipment qualifies for bonus depreciation, while real estate depreciates over 27.5–39 years). Trade-off: less appreciation upside than real estate, and full reliance on a single operator.

Heavy equipment qualifies for bonus depreciation under current tax law. For a participant in the top federal bracket, year-one tax savings on $1M of equipment can equal a meaningful multiple of the cash outlay — often the largest single piece of total economics. Your CPA needs to model this for your specific situation; we don't give tax advice.

The rental operator runs the rental side and is incentivized by their 15–25% revenue share to maximize utilization. The fleet is moved between regions to chase demand. Participant-owned equipment is treated identically to the operator's own balance-sheet equipment. Utilization risk is real, but it's the operator's risk first.

Yes, but with friction. You can market equipment to third parties at any time, with the rental operator having a 15-day right of first refusal. Early exit means you forfeit the full depreciation schedule and may sell into a soft market. The program is designed for the full term.

You do — through your LLC. You hold sole title. Our partner team manages the relationship and the rental operator runs the equipment in their fleet. This is a true sale, not a fund interest.

The lender requires unlimited personal guarantees from the LLC's owners on the financed portion (typically 90% of purchase price) — standard for equipment finance, and lenders qualify based on net worth (3× purchase) and liquidity (30% of purchase) accordingly.

The personal guarantee also matters for tax treatment: under the IRS at-risk rules (IRC §465), depreciation can generally only be deducted against active income up to a participant's "at-risk" amount, which typically includes personally-guaranteed (recourse) debt but excludes nonrecourse debt. The personal guarantee — required by the lender for credit reasons — is also what enables the full depreciation benefit to flow against active income. A participant's CPA must walk through the at-risk (§465) and material participation (IRC §469) rules for the specific situation. OwnaFleet does not provide tax advice.

The rental operator is the 4th-largest U.S. equipment rental company by revenue ($4.4B in 2025), with $3.9B of equipment under management across 1,000+ existing participants. The operator is a publicly-traded company, so audited financials, 10-K / 10-Q filings, and investor disclosures are available — OwnaFleet provides the company name, ticker, and SEC EDGAR links during the intro call for independent verification. Independent accountant reports specific to the program are also available on request.

Diligence is strongly encouraged — this is a major capital decision and deserves the same scrutiny applied to any private investment.

Get Started

Tell us about you.

Takes 60 seconds. We'll review your fit and, if it's a match, hand you off to our partner team to start the application. No obligation, no hard pitch.

By submitting, you consent to be contacted by OwnaFleet and the program's partner team. Your information is shared only with the program's partner team for the purpose of evaluating your participation. OwnaFleet does not sell or share your data.

What happens next

  1. OwnaFleet reviews your information within 24 hours and confirms fit.
  2. The partner team emails you a secure portal to start the credit application.
  3. You upload tax returns and supporting documentation through the partner team's portal.
  4. A consultation is scheduled to walk through the deal in detail.
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