In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, delves into the world of net lease investments with Sharon Kilmer, Managing Director on TPG Angelo Gordon’s Net Lease Real Estate team. Sharon, who brings deep experience in both credit management and fixed income portfolio management, provides an insightful overview of net lease assets and their growing significance in the real estate market. She explains the nuances of net leases, emphasizing why industrial properties, particularly mission-critical ones, make attractive investments for insurance companies seeking stable, long-term cash flows. Sharon also discusses the benefits of net lease investments as a bond substitute, highlighting their role as a volatility dampener in a portfolio.