Landscape for Net-lease Investing with Gary Rozier (Blue Owl) & Jon Woloshin (UBS CIO)
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Gary Rozier, Senior Managing Director and member of the Real Assets Management Team at Blue Owl Capital is hosted by Jon Woloshin, UBS CIO Americas Real Estate & Lodging Equity Strategist, at the 1285 podcast studio in New York for a wide-ranging conversation on the landscape for
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4 itemsLandscape for Net-lease Investing with Gary Rozier (Blue Owl) & Jon Woloshin (UBS CIO)
Per the full note [ubs-on-air], net-lease investing structures leases so tenants bear operating expenses, contrasting with gross leases. The market is large and growing, with Blue Owl Capital's Gary Rozier emphasizing its appeal for stable cash flows in a rising-rate environment. This conversation reinforces the attractiveness of real assets amid inflation concerns, though no direct FX implications emerge given the absence of currency mentions in the source.
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