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 20, 2025
Risk Levelmedium
Pages3
Reading Time4 min
Key Dollar Amounts$52.8 m, $9,491,922
Sentimentneutral

Sentiment: neutral

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

TL;DR

Blue Owl Real Estate Net Lease Trust filed an 8-K for unregistered equity sales & other events on Oct 16, 2025.

AI Summary

On October 16, 2025, Blue Owl Real Estate Net Lease Trust (formerly Oak Street Net Lease Trust) filed an 8-K to report unregistered sales of equity securities and other events. The company, incorporated in Maryland with its principal executive offices in Chicago, IL, is involved in real estate. This filing pertains to events that occurred on October 16, 2025.

Why It Matters

This 8-K filing indicates potential unregistered sales of equity securities, which could impact the company's capital structure and shareholder dilution.

Risk Assessment

Risk Level: medium — Unregistered sales of equity securities can sometimes indicate a need for capital or potential dilution for existing shareholders.

Key Players & Entities

  • Blue Owl Real Estate Net Lease Trust (company) — Registrant
  • Oak Street Net Lease Trust (company) — Former Company Name
  • October 16, 2025 (date) — Date of earliest event reported
  • October 20, 2025 (date) — Filing Date

FAQ

What specific type of equity securities were sold unregistered?

The filing does not specify the exact type of equity securities sold unregistered, only that such sales occurred.

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

The filing mentions 'Unregistered Sales of Equity Securities' as an item, implying reliance on an exemption, but does not detail which exemption was used.

What is the significance of the 'Other Events' reported in this 8-K?

The filing lists 'Other Events' as a category but does not provide specific details within the provided text.

What was the previous name of Blue Owl Real Estate Net Lease Trust?

The previous name of Blue Owl Real Estate Net Lease Trust was Oak Street Net Lease Trust, with a date of name change on August 29, 2022.

Where are the principal executive offices of Blue Owl Real Estate Net Lease Trust located?

The principal executive offices are located at 150 N Riverside Plaza, 37th Floor, Chicago, IL 60606.

Filing Stats: 962 words · 4 min read · ~3 pages · Grade level 11.3 · Accepted 2025-10-20 16:20:07

Key Financial Figures

  • $52.8 m — res for gross proceeds of approximately $52.8 million, based on net asset value (" NAV
  • $9,491,922 — otal portfolio assets at fair value are $9,491,922. The Company has a credit rating of BBB

Filing Documents

02. Unregistered Sale of Equity Securities

Item 3.02. Unregistered Sale of Equity Securities. As of October 1, 2025, Blue Owl Real Estate Net Lease Trust (the " Company ", " we ", or " us ") sold 5,047,285 shares of its Class I common shares (with the final number of shares being determined on October 16, 2025) to feeder vehicles primarily created to hold the Company's Class I common shares for gross proceeds of approximately $52.8 million, based on net asset value (" NAV ") per share as of September 30, 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.

01. Other Events

Item 8.01. Other Events. September 30, 2025 NAV Per Share The NAV per share for each class of our common shares as of September 30, 2025 is set forth below: NAV per share Class S $ 10.3877 Class N $ 10.4727 Class D $ 10.2600 Class I $ 10.4571 A detailed calculation of the NAV per share is set forth below. We calculate NAV per share in accordance with the valuation guidelines that have been approved by our Board of Trustees. Our total NAV presented in the following tables includes the NAV of our Class S, Class N, Class D, and Class I common shares, as well as the partnership interests of Blue Owl NLT Operating Partnership LP (" NLT OP ") held by parties other than the Company. The following table provides a breakdown of the major components of our NAV as of September 30, 2025 ($ in thousands): Components of NAV September 30, 2025 Cash and cash equivalents $ 374,834 Restricted cash 47,207 Investments in real estate 3,382,034 Investment in leases - financing receivables 373,352 Investments in real estate debt 1,537,216 Intangible assets 213,901 Investments in unconsolidated real estate affiliates 3,602,028 Other assets 37,024 Mortgage notes and credit facility (1,419,879) Unsecured senior notes, net (126,593) Other borrowings (322,510) Due to affiliates (54,452) Accounts payable and accrued expenses (125,103) Other liabilities (478,123) Net Asset Value $ 7,040,936 Number of outstanding shares/units 675,208,190 The following table provides a breakdown of our total NAV and NAV per share/unit by class as of September 30, 2025 ($ in thousands, except per share/unit data): NAV per share Class S Shares Class N Shares Class D Shares Class I Shares Third - Party Operating Partnership Units (1) Total Monthly NAV $ 2,838,644 $ 427,804 $ 76,121 $ 3,328,021 $ 370,346 $ 7,040,936 Number of outstanding shares/units 273,269,795 40,849,554 7,419,241 318,253,942 35,415,658 675,208,190 NAV Per Share/Unit as of September 30, 2025 $ 10.3877 $ 10

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 20, 2025

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