Wells Fargo to sell rail leasing business

Joint venture of GATX, Brookfield Infrastructure to acquire approximately $4.4B in equipment

A GATX tank car moves in a Union Pacific train at Brookfield, Illinois, on March 9. (Photo: David Lassen)

Wells Fargo will sell its rail leasing equipment business to a new joint venture of GATX Corp. and Brookfield Infrastructure, the financial company announced Thursday.

The joint venture will purchase approximately 105,000 railcars for $4.4 billion; Brookfield (NYSE: BIP) will separately acquire the Wells Fargo (NYSE: WFC) rail finance portfolio of approximately 23,000 cars and 400 locomotives, according to GATX.

“This transaction is consistent with Wells Fargo’s ongoing strategy of simplifying our businesses and focusing on products and services that are core to our clients,” David Marks, executive vice president with Wells Fargo Commercial Banking, said in a press release.

GATX (NYSE: GATX) will own 30% of the joint venture and will manage the equipment from both the joint venture and the separate Brookfield transaction. GATX, which has an extensive international rail equipment leasing business, has an option to eventually acquire 100% ownership of the joint venture.

“This is an outstanding opportunity to build on GATX’s leading North American platform,” GATX CEO Robert C. Lyons said in a press release. “… Importantly, by acquiring the assets in this manner, we will maintain the financial flexibility and capacity to continue growing all of our businesses while capitalizing on the value creation opportunities inherent in the assets acquired.”

Brookfield, an international firm with 67% of its operations in North America, is owner of shortline holding company Genesee & Wyoming. Its holdings operate more than 22,500 miles of rail lines worldwide.

The transaction is expected to close by the first quarter of 2026.

Related:

Railcar lessor GATX profit up on fleet utilization, lease renewal rates

Upcoming FreightWaves Events
Compliance

Brokerage Compliance Symposium

The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.

October 26, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
Awards

F3 Awards Dinner

The night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.

October 26, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
FreightTech

F3: Future of Freight Festival

Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.

October 27, 2026 – October 28, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
Compliance Brokerage Compliance Symposium Oct 26 • The Signal at Chattanooga Choo Choo • Chattanooga, TN

The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now
Awards F3 Awards Dinner Oct 26 • The Signal at Chattanooga Choo Choo • Chattanooga, TN

The night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now
FreightTech F3: Future of Freight Festival Oct 27 – Oct 28 • The Signal at Chattanooga Choo Choo • Chattanooga, TN

Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now