{
  "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "docSlug": "5f0f0535ee1c7800",
  "documentTitle": "2025 Investor Day",
  "authorId": "Blue-Owl",
  "authorName": "Blue Owl",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 84,
  "pageCount": 186,
  "prevPage": 83,
  "nextPage": 85,
  "slideType": "strategic_options",
  "function": "present_solution",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "Uses a map-based visual to illustrate market expansion.",
  "elementsJson": [
    "headline_text",
    "map",
    "paragraph"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/84",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-84",
  "components": [
    {
      "bbox": {
        "h": 0.15,
        "w": 0.15,
        "x": 0.08,
        "y": 0.42
      },
      "kind": "callout",
      "text": "Blue Owl – dominant market share in net lease",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a15c6460-505c-4df5-bad1-ea09e369fe86",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.15,
        "x": 0.78,
        "y": 0.42
      },
      "kind": "callout",
      "text": "Very few players in European net lease",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a922cac5-e4bc-4a08-a9ea-235976ab2414",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "We expect to hold a similar leadership position in the European market, strengthening our partnerships with key multi-national tenants.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b07-8aecccb9d4c4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.86,
        "x": 0.07,
        "y": 0.2
      },
      "kind": "image",
      "text": "Map showing connection between North America and Europe",
      "attrs": null,
      "subkind": "map",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a5f4331f-1c7a-458a-9936-8699365879e7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.35,
        "x": 0.08,
        "y": 0.7
      },
      "kind": "paragraph",
      "text": "Despite significant interest from tenants with significant European footprint, Blue Owl has historically not been able to offer solutions abroad...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "021fb84e-e695-464b-a726-1229c4ca1f5f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.35,
        "x": 0.58,
        "y": 0.7
      },
      "kind": "paragraph",
      "text": "Until now. We expect to hold a similar leadership position in the European market, strengthening our partnerships with key multi-national tenants.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b8f7c78a-74ab-4bf6-97ae-8caa948dabf0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.75,
        "x": 0.03,
        "y": 0.04
      },
      "kind": "title",
      "text": "Expansion into Europe Is a Logical Next Step for Net Lease",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6892480e-11de-4667-8fd0-a02b48bbf316",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.6,
        "x": 0.03,
        "y": 0.1
      },
      "kind": "title",
      "text": "Leveraging our scale and proprietary relationships to enter an untapped market",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "22a9a6ac-755c-4f10-a7fd-2b62ecd76b33",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Picture Superiority Effect",
      "slug": "picture-superiority-effect",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019deac5-61a4-77a4-80c3-f59d7b20058c",
      "evidence": "Map visual carries the expansion thesis",
      "confidence": 70
    },
    {
      "name": "So What? Test",
      "slug": "so-what-test",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deac5-617f-777b-b6e1-1b5e9bce6cad",
      "evidence": "Callouts 'dominant share' / 'few players in EU'",
      "confidence": 80
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 136,
      "from": 28,
      "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": null,
      "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth",
      "position": 3,
      "confidence": 82,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 101,
      "from": 33,
      "beatId": "019deac5-4e00-7728-9937-443a2cf6e314",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "What Is",
      "beatSlug": null,
      "evidence": "Each segment's current platform and track record",
      "position": 3,
      "confidence": 55,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 86,
      "from": 76,
      "name": "Tale Two Worlds",
      "slug": "04-tale-two-worlds",
      "bestFor": "Competitive analysis, benchmarking, case for change",
      "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e",
      "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)",
      "position": 9,
      "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM",
      "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication",
      "confidence": 75,
      "description": "Show the gap between two states to drive urgency or highlight opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}