Blue Owl Capital

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We are pleased to announce the final close of our inaugural European Net Lease Fund, securing €1.6 billion in capital commitments and exceeding both its original target and previous hard cap. This close expands our Net Lease strategy into Europe, bringing our disciplined approach to acquiring mission-critical real estate and infrastructure assets leased long-term to investment-grade tenants in a largely underserved market. With a strong pipeline across the UK and continental Europe, the strategy is positioned to capitalize on opportunities across industrial and logistics, data centers, essential retail, healthcare, life sciences, cold storage, and corporate headquarters. Learn more: https://lnkd.in/dR-v7sdp

We're proud to announce the final close of our inaugural European Net Lease Fund with €1.6 billion in total capital commitments, exceeding our hard cap of €1.5 billion. This extends our market-leading net lease franchise into a European market that remains structurally underserved, with €13.4 trillion of real estate sitting on investment-grade corporate balance sheets across the region. By applying the same disciplined investment approach that has driven the strategy's success in North America, we are positioned to deliver predictable, long-term income for investors while providing differentiated capital solutions to Europe's corporate tenants. Congratulations to Marc Zahr and our Real Assets team and thank you to our investors for their continued support. Learn more: https://lnkd.in/dtQHTKGQ

This milestone reflects strong investor confidence in the opportunity we see across Europe: a large and structurally underserved market where investment-grade corporations continue to seek differentiated capital solutions for their mission-critical real estate and infrastructure assets. We believe Europe represents a compelling extension of the disciplined underwriting, direct origination capabilities, and long-term approach that have defined Blue Owl Capital's Net Lease strategy for years. Thank you to our investors and tenants for their support as we continue building our presence across the region. Learn more: https://lnkd.in/gmFSTu5K

Private credit has been top of mind this year. As I shared on CNBC ‘s Squawk Box yesterday, the asset class has been a source of stability amid market volatility, offering investors a durable, all-weather solution for their portfolios. We also had the opportunity to highlight our digital infrastructure business, where we collaborate with hyperscalers like Meta to capture long-term value by focusing on stable, lower-risk segments of digital infrastructure markets, supported by major technology tailwinds. Thank you Andrew Ross Sorkin and Joe Kernen for having me on. I appreciate the discussion and look forward to the next one. Watch my full interview here: