Great interview excerpt. For some of our clients, we think Net Lease strategies make sense... We would add that in addition to attractive purchase prices (via higher cap rates), we like the potential for NAV appreciation *if* interest rates decrease. This possibility for an upside kicker may not be as likely in private credit where floating rate loans would reset to lower benchmark rates. *Disclosures* This is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Premier Path Wealth Partners does not intend the information to be investment advice, and the information presented should not be relied upon to make an investment decision. Any proprietary or third-party information, such as graphs, charts, fact sheets, etc., contained herein was prepared by sources deemed to be reliable but is not guaranteed. Past performance does not guarantee or is indicative of future results. An index is a hypothetical portfolio of investment holdings that represents a segment of the financial market. A sector is a group of stocks within an index relating to specific industries. An economic indicator is usually a piece of macroeconomic data that is used by analysts to interpret current or future economic activity.
We believe the net lease sector currently offers the best buying opportunity that we’ve seen in commercial real estate in two decades. I sat down with my colleague Sean Connor to discuss why Blue Owl Capital is well positioned to deploy over $5 billion in dry powder to act on this buying opportunity.
