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Last updated: May 7, 2026, 2:30 PM ET

Real Estate Capital Flows

Private equity firms and traditional investment managers are increasingly converging in strategy as both seek stable, long-term asset classes. This trend is evident in fundraising figures, where Blue Owl secured $3bn for its net lease strategy, representing three-quarters of its total real estate equity raised in the first quarter. Furthermore, compensation within the private real estate sector is showing signs of rebound following recent market contractions.