Blue Owl Real Estate Net Lease Trust Files 8-K

Blue Owl Real Estate Net Lease Trust 8-K Filing Summary
FieldDetail
CompanyBlue Owl Real Estate Net Lease Trust
Form Type8-K
Filed DateOct 3, 2025
Risk Levellow
Pages2
Reading Time3 min
Key Dollar Amounts$248.3 m, $125,066,221, $25,662,590, $10,000,000, $87,549,792
Sentimentneutral

Sentiment: neutral

Topics: unregistered-sales, equity-securities, 8-k

TL;DR

Blue Owl Real Estate Net Lease Trust filed an 8-K for unregistered equity sales.

AI Summary

On September 22, 2025, Blue Owl Real Estate Net Lease Trust filed an 8-K report detailing unregistered sales of equity securities. The filing also noted other events, with the report being submitted on October 3, 2025. The company, formerly known as Oak Street Net Lease Trust, is incorporated in Maryland.

Why It Matters

This filing indicates potential equity transactions by Blue Owl Real Estate Net Lease Trust, which could impact its capital structure and shareholder value.

Risk Assessment

Risk Level: low — The filing is a standard disclosure of unregistered equity sales and other events, without immediate indication of significant financial distress or major strategic shifts.

Key Players & Entities

  • Blue Owl Real Estate Net Lease Trust (company) — Registrant
  • Oak Street Net Lease Trust (company) — Former company name
  • September 22, 2025 (date) — Date of earliest event reported
  • October 3, 2025 (date) — Filing date

FAQ

What type of equity securities were sold in the unregistered sale?

The filing does not specify the type of equity securities sold in the unregistered sale.

Were these sales part of a private placement or other exemption from registration?

The filing indicates 'Unregistered Sales of Equity Securities,' suggesting a sale made under an exemption from registration, but the specific exemption is not detailed in the provided text.

What was the purpose of the unregistered sale of equity securities?

The purpose of the unregistered sale of equity securities is not disclosed in the provided excerpt of the filing.

Are there any other significant events reported in this 8-K filing besides the unregistered sales?

Yes, the filing explicitly mentions 'Other Events' in addition to 'Unregistered Sales of Equity Securities'.

When did Blue Owl Real Estate Net Lease Trust change its name from Oak Street Net Lease Trust?

The date of the name change from Oak Street Net Lease Trust to Blue Owl Real Estate Net Lease Trust was August 29, 2022.

Filing Stats: 642 words · 3 min read · ~2 pages · Grade level 10.4 · Accepted 2025-10-03 16:27:50

Key Financial Figures

  • $248.3 m — res for gross proceeds of approximately $248.3 million, based on net asset value per sha
  • $125,066,221 — Sold Gross Proceeds Class S 12,053,374 $125,066,221* Class N 2,431,252 $25,662,590* Class
  • $25,662,590 — 53,374 $125,066,221* Class N 2,431,252 $25,662,590* Class D 980,950 $10,000,000 Class I
  • $10,000,000 — 2,431,252 $25,662,590* Class D 980,950 $10,000,000 Class I 8,429,110 $87,549,792 *Gross
  • $87,549,792 — 980,950 $10,000,000 Class I 8,429,110 $87,549,792 *Gross proceeds for Class S and Class
  • $680,226 — sales load and dealer manager fees, of $680,226 and $368,090, respectively. Item 8.01
  • $368,090 — nd dealer manager fees, of $680,226 and $368,090, respectively. Item 8.01. Other Event
  • $0.0583333 — Servicing Fee Net Distribution Class S $0.0583333 $(0.0073097) $0.0510236 Class N $0.058
  • $0.0510236 — bution Class S $0.0583333 $(0.0073097) $0.0510236 Class N $0.0583333 $(0.0043350) $0.053
  • $0.0539983 — 510236 Class N $0.0583333 $(0.0043350) $0.0539983 Class D $0.0583333 $(0.0021238) $0.056
  • $0.0562095 — 539983 Class D $0.0583333 $(0.0021238) $0.0562095 Class I $0.0583333 $— $0.0583333 The

Filing Documents

02. Unregistered Sale of Equity Securities

Item 3.02. Unregistered Sale of Equity Securities. On October 1, 2025, Blue Owl Real Estate Net Lease Trust (the " Company ," " ORENT " " we " or " us ") sold an aggregate of 23,894,685 of its common shares for gross proceeds of approximately $248.3 million, based on net asset value per share as of August 31, 2025. The offers and sales of these shares were exempt from the registration provisions of the Securities Act of 1933, as amended, pursuant to Section 4(a)(2), Regulation D and/or Regulation S thereunder. The following table details the common shares sold: Common shares Number of Shares Sold Gross Proceeds Class S 12,053,374 $125,066,221* Class N 2,431,252 $25,662,590* Class D 980,950 $10,000,000 Class I 8,429,110 $87,549,792 *Gross proceeds for Class S and Class N shares include aggregate commissions, which consist of the sales load and dealer manager fees, of $680,226 and $368,090, respectively.

01. Other Events

Item 8.01. Other Events. On September 22, 2025, the Company declared distributions for each outstanding class of its common shares in the amount per share set forth below: Gross Distribution Shareholder Servicing Fee Net Distribution Class S $0.0583333 $(0.0073097) $0.0510236 Class N $0.0583333 $(0.0043350) $0.0539983 Class D $0.0583333 $(0.0021238) $0.0562095 Class I $0.0583333 $— $0.0583333 The net distributions for each class of common shares (which represents the gross distributions less shareholder servicing fees for the applicable class of common shares) are payable to shareholders of record immediately following the close of business on September 30, 2025 and will be paid on or about October 17, 2025. These distributions will be paid in cash or reinvested in shares of the Company's common shares for shareholders participating in the Company's distribution reinvestment plan.

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Blue Owl Real Estate Net Lease Trust By: /s/ Kevin Halleran Name: Kevin Halleran Title: Chief Financial Officer Date: October 3, 2025

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