Does anybody have experience, or know helpful resources, in getting smarter about asset-backed businesses like heavy equipment leasing? I am trying to learn more.

Generally, it seems like the base case in a growing geography is steady cash flow growth kept fairly dependable through long term contracts. And the mains risks are credit availability and capex surprises for equipment?

My background is primarily software, so I am really out of water trying to learn about this interesting flavor of business. Appreciate any pointers!