Lease Expiration - What will you do?

[140 degrees]

November 2025 will be two years since Rivian started offering leases. From an investor's viewpoint, I'm interested in what Rivian leaseholders plan to do on expiration. It strikes me that 24 month leases start to mature around the same time that R2 will be available.

R1 resale values are already holding up pretty well. If R2 orders exceed production capability, then production of less expensive R1 trims will be very likely be limited. That will support resale values of used R1 vehicles.

If there is a high demand for less expensive R1 vehicles, Rivian's pre-roamed program might contribute noticeably to their margins. If they build an R2 they get to sell a new R2, plus a used R1 trade-in. Not so different from the ICE model, except in that case the manufacturer benefits from the new vehicle sale and the dealer from the resale of the used vehicle.

What are your thoughts?

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[Billyt1963]

I can’t vote in the poll because I am not sure yet. I am enjoying my R1T and odds are I will buy at the end of the lease, but I have 2 more years. Biggest factor is if the truck is worth more than the residual value. Second biggest factor is what is happening with the Telo truck by that time.

 

[140 degrees]

This was posted in the RIVN Investors subforum. I thought that other owner/stockholders might find this to be an interesting topic. Sorry if I offended.

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