What is Blue Owl Capital's net lease — revenue?

Blue Owl Capital (OWL) reported net lease — revenue of $65.38M in Q1 2026.

How has Blue Owl Capital's net lease — revenue changed year-over-year?

Blue Owl Capital's net lease — revenue increased by 39.6% year-over-year, from $46.84M to $65.38M.

What does net lease — revenue mean?

This metric represents the total revenue generated from the company's net lease investment platform, which focuses on acquiring and managing single-tenant properties under long-term lease agreements. It reflects the firm's ability to scale its real estate portfolio and capture rental income streams from institutional-grade assets. Growth in this segment indicates successful capital deployment and expansion of the firm's real estate investment management capabilities.

Blue Owl Capital OWL Net lease — Revenue

Other product segments

Direct lending

$337.47M+12.8%

GP minority stakes

$150.34M+1.3%

Administrative, transaction and other fees

$56.64M+9.7%

Digital infrastructure

$34.81M-33.4%

Alternative credit

$30.37M+43.4%

Investment grade credit

$17.8M+6.7%

Other

$16.06M+61.7%

Real estate credit

$11.94M+15.0%

Strategic Revenue-Share Purchase consideration amortization

-$11.04M+0.6%

Amortization of deferred incentives paid to customers

-$9.81M—

Fee offsets

-$7.36M—

Performance revenues

$6.07M-3.9%

GP debt financing

$4.8M+101%

Liquid credit

$4.75M-36.5%

Professional sports minority stakes

$1.17M+81.2%

Similar metrics at other companies

VNOLease revenues — Operating Lease, Lease Income

$382.49M-1.7%

VTR

VTRNNN — Revenue

$123.07M-21.2%

MDLNLease Income

$4.25M+13.3%

RYNReal Estate — Lease Revenue

$265K-14.2%

SUNLease Income — Revenue

$39M+34.5%

BAXLease Income

$100M-5.7%

Other financials

Income statement

See full

Revenue$753.8M+10.3%

Net income$15.5M+109%

EPS (diluted)$0.02—

Balance sheet

See full

Cash & equivalents$190.5M+95.1%

Total debt$4.4B+21.0%

Total equity$2.1B-10.1%

Total assets$12.4B+1.0%

Cash flow

See full

Operating cash flow$102.8M+485%

CapEx$13.8M+3.6%

Free cash flow$89.0M+1,996%

Valuation

See full

Market cap$6.44B-50.4%

Enterprise value$10.61B-35.0%

P/E74.1×-67.1×

P/S2.2×-3.1×

Profitability

See full

Net margin3%-0.8pp

FCF margin43.6%+7.2pp

Returns & leverage

See full

Return on equity3.9%-0.7pp

Debt / equity2.1×+0.5×

Current ratio11.8×—

Where this comes from

Reported directly by Blue Owl Capital in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Blue Owl Capital’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Blue Owl Capital's net lease — revenue?: Blue Owl Capital (OWL) reported net lease — revenue of $65.38M in Q1 2026.
How has Blue Owl Capital's net lease — revenue changed year-over-year?: Blue Owl Capital's net lease — revenue increased by 39.6% year-over-year, from $46.84M to $65.38M.
What does net lease — revenue mean?: This metric represents the total revenue generated from the company's net lease investment platform, which focuses on acquiring and managing single-tenant properties under long-term lease agreements. It reflects the firm's ability to scale its real estate portfolio and capture rental income streams from institutional-grade assets. Growth in this segment indicates successful capital deployment and expansion of the firm's real estate investment management capabilities.