Innovating in
Real Estate investing
Since its inception, our Real Estate investment platform has established itself as a leader in real estate investing, offering flexible capital solutions to tenants and borrowers across asset classes and geographies. Through our credit-first approach, we seek to provide investors with predictable current income and attractive risk-adjusted returns while focusing on limiting downside risk.
Our difference
Certainty
Over several decades and through various market cycles, we have established a reputation for delivering speed, scale, and certainty in execution. Our track record of reliability has earned us the trust of our partners in offering bespoke capital solutions.
Clarity
Our Real Estate investment platform is designed to provide confidence to our investors through predictable cash flow and current income. Paired with an equal emphasis on downside risk mitigation, we ensure that our investors have a clear line of sight on the capital they have entrusted to us.
Discipline
Credit quality is the foundation of our investment thesis, underpinning our stringent investment criteria, rigorous underwriting, and due diligence processes across our net lease and financing strategies.
The Opportunity in the
US Onshoring Movement
Our strategies
Net Lease
Our real estate investment strategies focus on acquiring single-tenant, free-standing properties across industrial, essential retail, and data centers that are net-leased, long-term, to investment grade and creditworthy* tenants. This combination seeks to create predictable cash flow from long-term rents in our effort to provide investors with current income, net of fees, plus appreciation and limited downside risk.
Real Estate Credit
Our Real Estate Credit strategy offers a diverse range of competitive financing solutions. We invest in both the public and private markets, seeking to generate equity-like returns while maintaining well-protected positions in the capital structure. Secured by real assets with predictable cashflows, our strategy aims to generate diversification, current income potential, and downside mitigation for our investors.
Our investment process
Proprietary sourcing and data-science system that identifies potential opportunities for off-market transactions, with an initial screen followed by exploratory diligence.
Programmatic process built around vigorously assessing credit and real estate strength in various markets and economic conditions for the purpose of stress-testing downside and mission-criticality.
Focused on negotiating contractual lease terms that can provide for clarity and downside mitigation of cash flows tied to the underlying real estate.
A thorough review is conducted to ensure that applicable investment risks are considered and the stringent criteria of the strategy are met.
Ongoing oversight of tenant credit, the underlying real estate, and lease adherence with respect to maintenance, taxes, insurance, and general asset management.
ORIGINATION
Proprietary sourcing and data-science system that identifies potential opportunities for off-market transactions, with an initial screen followed by exploratory diligence.
UNDERWRITING
Programmatic process built around vigorously assessing credit and real estate strength in various markets and economic conditions for the purpose of stress-testing downside and mission-criticality.
LEASE STRUCTURING
Focused on negotiating contractual lease terms that can provide for clarity and downside mitigation of cash flows tied to the underlying real estate.
APPROVAL
A thorough review is conducted to ensure that applicable investment risks are considered and the stringent criteria of the strategy are met.
MONITORING
Ongoing oversight of tenant credit, the underlying real estate, and lease adherence with respect to maintenance, taxes, insurance, and general asset management.
Our partner tenants
Latest news
Blue Owl Capital to Acquire IPI Partners and to Partner with ICONIQ for Future Growth
CNBC: Marc Lipschultz discusses the IPI Partners acquisition on "Money Movers"
Blue Owl Capital Completes Acquisition of Prima Capital Advisors
Blue Owl Capital Expands into Real Estate Finance with Acquisition of Prima Capital Advisors
WSJ: Sale-Leaseback Investors See 'Buyer's Market' As Interest Rates Rise
Blue Owl's Real Estate platform wins "Top Performing Core & Core Plus Fund Manager (Americas)" at the 2023 Preqin Awards
GIC and Oak Street Complete $15 Billion Acquisition of STORE Capital
STORE Capital to be Acquired by GIC and Oak Street Funds in $14 Billion Transaction
PERE: Why private equity is making big bets on net lease strategies
Want to see our latest results?
View our third quarter 2024 earnings.
*Investment grade companies must have “BBB-” rating or higher by S&P or an equivalent rating from a nationally recognized statistical rating organization (NRSRO). Creditworthy refers to businesses that Blue Owl deems financially sound enough to justify an extension of credit or engage in a lease agreement.