Blue Owl Capital, a New York‑based real‑assets firm, has guided investors through a rapidly changing net lease market, noting that the AI boom will reshape tenant profiles and property values. Karim Hassouna, senior managing director, argues that technology now fuels both growth opportunities and new risks.

Since 2009, Blue Owl has built a $45 billion net‑lease portfolio and added digital infrastructure and credit strategies, pushing total assets under management past $80 billion. The firm’s data‑driven approach seeks to capture high‑yield, long‑term leases while mitigating volatility introduced by AI‑driven commercial demand.

Investors should watch how AI‑enabled analytics alter lease negotiations, property valuation models, and risk assessment. Blue Owl’s emphasis on data suggests a shift toward more precise underwriting, potentially tightening spreads but offering higher confidence in long‑term cash flows. The firm’s expansion signals that net‑lease investors are already adapting to a tech‑centric real‑estate landscape.