{
  "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": 85,
  "pageCount": 186,
  "prevPage": 84,
  "nextPage": 86,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 3,
  "notes": "The slide uses a simple additive equation to illustrate the total addressable market size.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "infographic",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/85",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-85",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Current market penetration of net lease is less than 1% globally",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b08-11c2f7aaa27f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.18,
        "x": 0.028,
        "y": 0.93
      },
      "kind": "disclaimer",
      "text": "Please see endnotes for additional information.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4f70fc16-c291-462e-8c9f-72383b7d0d22",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.15,
        "x": 0.105,
        "y": 0.485
      },
      "kind": "metric",
      "text": "$11.9T",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c5093de4-2624-47a6-aca8-4d1337c639d0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.15,
        "x": 0.41,
        "y": 0.485
      },
      "kind": "metric",
      "text": "$11.2T",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c605054e-6862-4299-87f6-66b9b2aa7063",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.15,
        "x": 0.75,
        "y": 0.485
      },
      "kind": "metric",
      "text": "$23T+",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f515e80a-32fe-460d-a9ed-629f1c526dca",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Total Addressable Market: $23T+",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b08-14c532fde453",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.14,
        "w": 0.86,
        "x": 0.028,
        "y": 0.045
      },
      "kind": "title",
      "text": "The Addressable Market in Triple Net Lease Vastly Overshadows Available Capital",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a822bec7-f8d7-4923-8d03-d89bc2946c8b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.53,
        "x": 0.028,
        "y": 0.14
      },
      "kind": "title",
      "text": "Current market penetration of net lease is less than 1% globally",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "db959710-feac-4c2a-9497-b41d9531fb11",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "So What? Test",
      "slug": "so-what-test",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deac5-61c8-71cf-9814-87d342a93443",
      "evidence": "Callout 'less than 1% globally'",
      "confidence": 85
    }
  ],
  "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
}