Post by Blue Owl Capital

In net lease investing, a credit-first philosophy begins with evaluating the durability of a tenant’s underlying cash flow. On the latest UBS On-Air Market Moves podcast, Senior Managing Director Gary Rozier shares why tenant credit is the first consideration in underwriting and how mission-critical properties can help strengthen portfolio resilience. Listen to his full conversation with Jonathan Woloshin, CFA here: https://lnkd.in/eV2a8Xbq