Building Durable Income: Net Lease & Digital Infrastructure in Private Wealth

In a market environment shaped by evolving economic conditions, technological change, and shifting capital flows, investors are increasingly focused on the role that different asset classes play within a broader portfolio. In this session, Gary Rozier, Senior Managing Director in Blue Owl’s Real Assets platform, will discuss how investors can think about selected real asset exposures, specifically net lease real estate and digital infrastructure, through a portfolio construction lens.

The discussion will explore how these sectors have evolved over time, what has remained consistent in how they are underwritten, and how they fit within a diversified allocation. It will also touch on how investors are evaluating opportunities across a range of markets, as well as the influence of longer-term structural trends, including the growing importance of digital infrastructure in the economy.