Presale Report  ·  Data as of 2024-05-16

GM Financial Automobile Leasing Trust 2024-2 Auto Lease prime FINAL · CLOSED 2024-05-16

Notes
$1,400.1MM
Pool
$1,654.1MM
WA Resid
53.1%
AAA Sub
11.1%
Sponsor: GM Financial  ·  Servicer: AmeriCredit Financial Services, Inc.  ·  Trustee: Wilmington Trust Company

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&PFitch
Class A-1188.711.4%73.2%5.53% fxd0.282025-05-20A-1+F1+
Class A-2-A294.517.8%55.4%5.43% fxd1.162026-09-21AAAAAA
Class A-2-B220.013.3%42.1%+42 bps SOFR1.162026-09-21AAAAAA
Class A-3465.528.1%14.0%5.39% fxd1.972027-07-20AAAAAA
Class A-465.54.0%10.0%5.36% fxd2.372028-05-22AAAAAA
Class B66.24.0%6.0%5.56% fxd2.482028-05-22AAAA
Class C61.73.7%2.3%
Class D38.02.3%0.0%

Transaction Parties

SponsorGM Financial
ServicerAmeriCredit Financial Services, Inc.
Depositor / TransferorGMF Leasing LLC
Indenture TrusteeWilmington Trust Company
Owner TrusteeWilmington Trust Company
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersBMO Capital Markets, BofA Securities, Deutsche Bank Securities, Goldman Sachs, RBC Capital Markets, BNP Paribas Securities

Issuer Track Record

GMALT 2024-2GMALT 2024-1GMALT 2023-3GMALT 2023-2GMALT 2023-1GMALT 2021-3
Collateral (pool at cut-off)
Closing date2024-05-162024-02-152023-08-162023-05-172023-02-162021-08-18
Pool balance$1,654.1MM
WA Lessee Credit Score781+1781780780778776
WA original term mo35.0−2.036.0 mo36.0 mo37.0 mo37.0 mo37.0 mo
WA Residual % MSRP53.1%62.0%61.1%62.0%63.2%64.2%
ALG-marked residuals96.0%
WA Securitization Value$29,527$31,305$29,254$29,579,698$28,436,848
Top-3 model concentration38.5%
Geo top-3MI 29.3%
NY 16.1%
FL 8.5%
MI 31.2%
NY 15.1%
FL 7.2%
MI 29.2%
NY 16.4%
FL 8.5%
MI 29.5%
NY 15.8%
FL 9.2%
MI 29.2%
NY 16.8%
OH 8.7%
MI 28.1%
NY 15.5%
OH 8.0%
Structure (at issuance)
AAA spread+42 bps−8bps+45 bps+45 bps+82 bps+55 bps
AAA % of pool63.2%−10.4pp78.5%73.8%73.3%73.6%73.2%
Initial OC8.00%
Target OC10.50%
Subordination below AAA10.0%−1.8pp5.1%11.9%11.8%11.8%10.8%
Total Hard CE (Initial)19.37%
Total Hard CE (Target)21.87%
Discount rate9.50%
Tranches868887

Peer Set

GMALT 2024-2WOALT 2024-A
Collateral (pool at cut-off)
Closing date2024-05-162024-04-17
Pool balance$1,654.1MM
WA Lessee Credit Score781747
WA original term mo35.038.3 mo
WA Residual % MSRP53.1%54.5%
ALG-marked residuals96.0%
WA Securitization Value$29,527$991,177,615
Top-3 model concentration38.5%
Geo top-3MI 29.3%
NY 16.1%
FL 8.5%
FL 62.5%
NC 15.7%
GA 7.7%
Structure (at issuance)
AAA spread+42 bps+43 bps
AAA % of pool63.2%81.8%
Initial OC8.00%
Target OC10.50%
Subordination below AAA10.0%5.4%
Total Hard CE (Initial)19.37%
Total Hard CE (Target)21.87%
Discount rate9.50%
Tranches86

Historical Performance Context

Anchor expectations in empirical base rates from the sponsor's prior series and FICO-tier peer set.

60+ DPD by seasoning — GMALT recent series0.06%0.12%0.18%0.24%M0M6M12Seasoning (months from first reporting)60+ DPD rateGMALT 2026-2GMALT 2026-1GMALT 2025-3GMALT 2025-2
Lease maturity profile — GMALT 2024-21.5%3.0%4.6%6.1%2024-07: 0.01%2024-08: 0.01%2024-09: 0.02%2024-10: 0.03%2024-11: 0.10%2024-12: 0.29%2025-01: 0.42%2025-02: 0.58%2025-03: 0.66%2025-04: 1.07%2025-05: 1.45%2025-06: 1.49%2025-07: 1.48%2025-08: 2.04%2025-09: 2.04%2025-10: 2.09%2025-11: 4.41%2025-12: 5.28%2026-01: 4.84%2026-02: 4.57%2026-03: 4.68%2026-04: 4.73%2026-05: 4.65%2026-06: 4.55%2026-07: 4.50%2026-08: 4.47%2026-09: 4.45%2026-10: 4.36%2026-11: 4.49%2026-12: 4.41%2027-01: 4.33%2027-02: 4.09%2027-03: 3.98%2027-04: 3.96%2027-05: 0.62%2027-06: 0.37%2027-07: 0.34%2027-08: 0.47%2027-09: 0.45%2027-10: 0.56%2027-11: 0.92%2027-12: 0.93%2028-01: 0.77%2028-02: 0.04%Jul-24Jan-25Jul-25Jan-26Jul-26Jan-27Jul-27Feb-28Maturity monthBase residual maturity (%)
Latest CRR102.38%
Realized G/L (% of scheduled)2.38%
Returned vehicles to date10,996

CRR = realized residual ÷ scheduled residual on returned vehicles. >100% = pool recovered above booked residuals.