Redefining the game with Xander Schauffele

Innovating in
Real Assets investing

Since its inception, our Real Assets platform has established itself as a leader in investing across asset classes and geographies, offering flexible capital solutions to tenants, borrowers, and hyperscalers. 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 Assets 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.

2,150+
Equity assets owned
165+
Tenant relationships/partnerships
Image of silicon wafers and microcircuits reflecting a holographic array of colors
INSIGHT

The Opportunity in the
US Onshoring Movement

Find out why our Real Assets platform is well-positioned to capitalize on the US onshoring movement and act as a strategic partner to the global semiconductor industry.

Our strategies

Net Lease

Our Net Lease investment strategy focuses on acquiring single-tenant, free-standing properties primarily across the industrial, healthcare, essential retail, and data center sectors that are net-leased, long-term, to investment grade and creditworthy* tenants. This combination seeks to create predictable cash flow from long-term rents on mission-critical properties in our effort to provide investors with a combination of current income and appreciation, with 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 compelling risk-adjusted returns while maintaining well-protected positions in the capital structure. Secured by real assets with predictable cashflows, our strategy aims to provide investors diversification, current income, and downside mitigation.

Digital Infrastructure

Our Digital Infrastructure strategy focuses on acquiring, financing, developing, and operating data centers and related digital infrastructure assets. As one of the world’s largest private investors in the space, we believe our scale, deep-sector focus, and partnership approach make us a leading solutions provider to premier technology companies and hyperscalers. Our capability set spans the entire operating and development spectrum, unlocking multiple opportunities for value creation in our pursuit to generate attractive risk-adjusted returns for our investors. 

Our investment process

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

Want to see our latest results?
View our fourth quarter 2024 earnings.

See shareholder results

*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.