Reliable income potential and the possibility of an opportunistic return can be hard to find in a single institutional-grade real estate investment. Jesse Hom, CIO of real estate and head of real estate credit with Blue Owl, looks to three specific sectors — net lease, real estate credit and digital infrastructure — to find investment opportunities that offer both. In an interview titled, “Providing private capital solutions with both income and growth: Net-lease real estate, real estate credit and digital infrastructure,” published in the February issue of Institutional Real Estate Americas, Hom discusses the market dynamics bolstering these three sectors.
“We focus on segments of the market where we see large and persistent mismatches between demand for capital and supply of capital, where returns are less correlated to traditional real estate and our strategies can provide diversification and accretion to existing portfolios, and where we can act as specialists