Blue Owl Capital

How are data centers shaping the digital economy—and what does it mean for investors? Hear from our own Alexey Teplukhin on the InsuranceAUM.com podcast as he breaks down the infrastructure behind AI, the exponential growth of data, and the opportunities ahead. Tune in to hear additional expert insights and more about digital infrastructure: https://lnkd.in/e6PipEKZ

In a recent conversation with Dan Primack at this year’s Axios' BFD Summit: New York, Co-CEO Marc Lipschultz discussed the evolving private credit landscape and the advantages of private lending.   Private credit offers a distinctive strength: deep engagement with the companies we finance. Through close relationships and disciplined oversight, we can identify risks and opportunities early, helping to preserve value and deliver consistent results for investors.   Thank you to Axios for bringing together meaningful discussions at this year's summit.

As we close out 2025, Blue Owl’s Digital Infrastructure franchise continues to deliver strong results and position itself at the forefront of the global economy. 𝟮𝟬𝟮𝟱 𝗶𝗻 𝗥𝗲𝘁𝗿𝗼𝘀𝗽𝗲𝗰𝘁: 𝗦𝗰𝗮𝗹𝗲 & 𝗦𝘁𝗿𝗲𝗻𝗴𝘁𝗵: by year end we expect to execute leases with leading hyperscalers representing $𝟭𝟬𝟬+ 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝗧𝗼𝘁𝗮𝗹 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝗩𝗮𝗹𝘂𝗲. 𝗟𝗼𝗻𝗴-𝗧𝗲𝗿𝗺 𝗩𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆: These agreements carry a 𝘄𝗲𝗶𝗴𝗵𝘁𝗲𝗱 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝗲𝗱 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝗼𝗳 𝗻𝗲𝗮𝗿𝗹𝘆 𝟮𝟬 𝘆𝗲𝗮𝗿𝘀, providing durable and predictable income. 𝗔𝘁𝘁𝗿𝗮𝗰𝘁𝗶𝘃𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀: Cash yields remain in the 𝗺𝗶𝗱-𝘁𝗲𝗲𝗻𝘀, underscoring the compelling risk-adjusted returns of our strategy. 𝗧𝗵𝗲 𝗕𝗲𝘀𝘁 𝗣𝗮𝗿𝘁: Our mission-critical digital infrastructure investments are held in 𝗽𝗲𝗿𝗽𝗲𝘁𝘂𝗮𝗹 𝗮𝗻𝗱 𝗹𝗼𝗻𝗴-𝗱𝗮𝘁𝗲𝗱 𝗳𝘂𝗻𝗱𝘀, offering stability and alignment with the objectives of all Blue Owl’s stakeholders. The underlying credit profile of these contracts is excellent, with an 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 “𝗔” 𝗰𝗿𝗲𝗱𝗶𝘁 𝗿𝗮𝘁𝗶𝗻𝗴 from major rating agencies. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗿𝗲𝗱𝗶𝘁, 𝗥𝗲𝗱𝗲𝗳𝗶𝗻𝗲𝗱: At Blue Owl, 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗿𝗲𝗱𝗶𝘁 𝗼𝗳𝘁𝗲𝗻 𝗺𝗲𝗮𝗻𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗚𝗿𝗮𝗱𝗲 𝗖𝗿𝗲𝗱𝗶𝘁, a differentiator that sets us apart in today’s market.

In celebration of Veterans Day, we were honored to welcome former Navy SEAL Andy Stumpf to our office for a fireside chat as part of our Blue Owl Celebrates series, co-hosted by Employee Resource Group VALOR (Veterans and Allies Organization).   Over his 17 years of service, Andy earned five Bronze Star Medals (four with Valor) and the Purple Heart, among many other commendations — a testament to his courage, leadership and dedication. Today, he continues to serve the SEAL community and their families through ongoing advocacy and support.   In a conversation moderated by Tommy Rodriguez, Andy shared powerful stories of leadership, resilience and purpose that inspired us to reflect on how we lead and live each day. It was a moving discussion honoring the patriotism, service and sacrifice of all who have served in the military, in the U.S. and beyond.   Thank you to everyone who attended this important event.

Alicia Gregory, CFA GAICD recently sat down with Aleks Vickovich at the FIS Healesville Conference to discuss private markets and the new architecture of capital. Alicia delved deeper into AI — exploring its evolution, transformative potential and most significant innovations. Private capital solutions offer a strong vantage point to access the growing opportunity set.   Read more from the discussion in Investment Magazine: https://lnkd.in/gyTScAua

Last week, Blue Owl attended the iCapital Connect Tulum event, hosted by iCapital and Unicorn. Our team joined industry leaders to explore innovative strategies shaping private markets in Latin America and connected with clients and investors across the region. Senior Managing Directors Gary Rozier and Nicole Drapkin contributed to the conversation, sharing insights on Real Assets and Private Credit during their respective sessions: “Real Assets: What’s Really Happening and Why Now?” and “The New 60/40 – Private Markets at the Core.” Events like these reinforce our commitment to delivering insights and solutions that empower investors globally. #iCapitalConnectTulum

Our Private Wealth team welcomed over 100 RIA clients to New York at this year’s Nest Network RIA Summit – bringing together industry professionals for discussions on private markets, asset-based finance, digital infrastructure and more. These summits aim to deepen understanding of alternatives and provide insights for navigating the evolving investment landscapes. A highlight was a conversation with four-time NBA champion Andre Iguodala, focusing on leadership and building winning teams. Thank you to all who attended and contributed to the exchange of ideas. Discover the difference: https://hubs.li/Q03R0WS70

Last week, our Head of Alternative Credit Ivan Zinn and Managing Director Antonia O'Connor joined discussions on the evolution of private debt and the opportunities shaping global credit markets at Israel Private Markets Summit.   From the continued growth of direct lending to the rise of asset-based strategies, conversations highlighted how innovation, diversification and disciplined underwriting are redefining private credit on a global scale.   #IPMSummit2025 | Leader Capital Markets

Private capital's strength and flexibility continue to play a vital role in financing the infrastructure behind the AI economy.   Our Co-CEO Marc Lipschultz joined Cheryl Casone on Fox Business Network to discuss how we’re helping fund the development of next-generation data centers through long-term, well-structured arrangements that support innovation and durable value creation for our investors.   Watch the interview below to learn more.

Private credit is designed to help generate income, preserve capital and manage risk — and it has continued to serve that role effectively.   James Clarke, Global Head of Institutional Capital, joined Bloomberg Television with hosts Kriti Gupta, Anna Edwards and Guy Johnson to unpack recent private credit headlines and why our conviction in the asset class remains as strong as ever.   James put it best — “Private credit isn’t a short-term capital appreciation play — it's a strategic, long-term approach built on disciplined underwriting and deep due diligence.”   Watch the full interview below.