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Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Jun. 30, 2024
Dec. 31, 2023
Assets    
Investments in real estate, net $ 2,718,941 $ 2,715,832
Investments in unconsolidated real estate affiliates 1,577,389 705,628
Investment in leases – Financing receivables, net 612,575 562,690
Investments in real estate debt 124,539 87,209
Intangible assets, net 142,582 136,530
Cash and cash equivalents 101,571 59,087
Restricted cash 68,574 77,583
Other assets 68,774 49,209
Total assets 5,414,945 4,393,768
Liabilities and Equity    
Affiliate line of credit 0 200,000
Due to affiliates 106,755 71,750
Accounts payable and accrued expenses 99,209 81,499
Other liabilities 63,948 47,071
Total liabilities 2,201,321 2,259,908
Redeemable non-controlling interests 23,687 17,976
Redeemable common shares 62,068 38,418
Equity    
Additional paid-in capital 3,047,387 1,948,355
Accumulated deficit and cumulative distributions (193,046) (132,638)
Accumulated other comprehensive income 16,035 3,052
Total Shareholders' Equity 2,873,482 1,820,751
Non-controlling interests 254,387 256,715
Total equity 3,127,869 2,077,466
Total liabilities and equity 5,414,945 4,393,768
Mortgage notes and credit facilities, net    
Liabilities and Equity    
Mortgage notes and credit facilities, net 1,931,409 1,859,588
Class S Common Shares    
Equity    
Common shares 1,458 921
Class N Common Shares    
Equity    
Common shares 19 0
Class D Common Shares    
Equity    
Common shares 12 45
Class I Common Shares    
Equity    
Common shares $ 1,617 $ 1,016