Net Lease

Blue Owl raises $9bn across four real estate funds

The New York-based firm’s net lease strategy has been a major driver of its real estate capital raising activity.

TPG prepares for ‘major fundraising cycle’ in real estate

The firm is raising capital for three real estate funds and plans to launch a fourth vehicle next month.

Download PERE’s 2026 Net Lease report

Inside: Finding yield in an unstable market; How net lease investors are recalibrating for a complex market; The world beyond credit ratings – digging deeper into real estate quality; Expert analysis from industry leaders; And much more…

W. P. Carey: The balancing act between deployment and discipline

Differences between the US and Europe are shaping how investors price risk, structure deals and assess emerging sectors, say W. P. Carey’s Christopher Mertlitz and Zachary Pasanen.

Realty Income on wedding public and private capital

New capital sources are expanding the reach of net lease market strategies as demand grows for predictable returns, explains Realty Income’s Jonathan Pong.

Blue Owl Capital on managing risk on net lease’s new frontiers

The AI boom will impact real estate markets, creating both opportunities and challenges for net lease investors, says Blue Owl’s Karim Hassouna.

Morgan Stanley Real Estate Investing on selectivity rising as investors refocus on fundamentals

Tenant strength, asset quality and demand drivers are increasingly shaping where real estate investors find durable income, says Morgan Stanley’s David Gross.

Cain on niche strategies coming of age in Europe

The European net lease market is gaining momentum and entering a pivotal phase of growth, says Cain’s Jon Strang.

How net lease investors are recalibrating for a complex market

Net lease investing is shifting toward a more selective, durability‑focused approach as investors adapt to rising volatility and evolving tenant and property risks.

AI disruption reshapes tenant risk in net lease

Investors are reassessing industry exposure as automation and technological changes challenge long-term occupier viability.