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Gordon Whiting

Partner and founder of TPG Angelo Gordon's Net Lease Real Estate strategy, a net lease real estate investor.

Oct 26, 2026

2:42
So Gordon, tell us, why is manufacturing net lease interesting?
2:46
That's definitely not the first conference where you said people should be doing manufacturing.
2:51
And all I can say is thank goodness that more people haven't listened to you.
2:55
Because, to me, what makes net lease most interesting and the best investment is actually investing in facilities that are critical to the ongoing operations of the tenant.
3:05
And why do you want that? You want a tenant who's A, going to be there through the lease term, but B, who's going to want to renew that facility.
3:14
And C, in the event that the company goes through a restructuring, if you have a facility that's critical to their ongoing operations, there is a greater likelihood that they will affirm that lease in bankruptcy rather than reject it.
3:28
And if you have an office building, people can almost pack up and move in a weekend.

18 MINS LATER

21:26
Is that a fair way to put it? It's a fair

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