Blue Owl Capital

Historically low data center vacancy rates reflect the growing demand for digital infrastructure. Alexey Teplukhin sat down with T. Michael Johnson to discuss what today’s occupancy levels mean for the market, why new developments are already being pre-leased, and what this may signal for long-term infrastructure needs. Watch below for more.

Asset-based finance continues to emerge as a powerful complement to traditional direct lending – offering differentiated income, diversification, and access to a broader range of asset-backed opportunities. Senior Managing Director Nicole Drapkin recently joined The Astute Investor podcast to discuss the structural forces shaping the asset class, why institutional investors are increasingly allocating to asset-based finance, and how private asset managers are helping to fill gaps in traditional lending. At Blue Owl, our platform is rooted in deep underwriting expertise, a proprietary data science engine, and long-standing relationships – helping us to monitor risk and better analyze long-term investment opportunities across the asset class. Listen to the full conversation here: https://lnkd.in/eweQ9h7b

Blue Owl Capital Corporation (NYSE: OBDC) and Blue Owl Technology Finance Corp. (NYSE: OTF) reported Q2 2026 earnings today. Craig Packer, CEO of both BDCs, shared: "We are pleased with the strong performance delivered across both OBDC and OTF this quarter. Our portfolios continued to perform well supported by healthy borrower fundamentals, earnings growth, and non-accrual levels that remain among the lowest in the industry. Supported by flexible balance sheets, significant liquidity, and conservative leverage profiles, we believe both funds are well-positioned to take advantage of an increasingly constructive market environment while remaining disciplined in our approach to risk and deployment." Read the full second-quarter results below. OBDC: https://lnkd.in/eFNER7Tn OTF: https://lnkd.in/etyzaKFr

As traditional lenders pulled back and financing needs continued to grow in 2023, we saw an opportunity to apply a disciplined, credit-first philosophy to real estate lending. Hear from Global Head of Real Assets Marc Zahr on how the right timing allowed us to build a strategy purpose-built for today's real estate lending environment.

We are pleased to announce the final close of our inaugural European Net Lease Fund, securing €1.6 billion in capital commitments and exceeding both its original target and previous hard cap.     This close expands our Net Lease strategy into Europe, bringing our disciplined approach to acquiring mission-critical real estate and infrastructure assets leased long-term to investment-grade tenants in a largely underserved market.     With a strong pipeline across the UK and continental Europe, the strategy is positioned to capitalize on opportunities across industrial and logistics, data centers, essential retail, healthcare, life sciences, cold storage, and corporate headquarters.     Learn more: https://lnkd.in/dR-v7sdp

As institutional investors continue to expand their private markets allocations, local relationships and market expertise remain essential. We're pleased to welcome Takeo Ikemori as Managing Director and Head of Japan Institutional Capital. Based in Tokyo, Takeo will help lead our institutional capital efforts in the region alongside James Clarke and Michael Dale, supporting clients with tailored portfolio solutions designed to provide income and capital preservation. Learn more about his deep roots serving clients in Japan: https://lnkd.in/eZ9KPdJJ

Private markets aren't built on performance alone – they rely on relationships built on alignment, transparency, and trust. Global Head of Institutional Capital James Clarke recently attended the With Intelligence Conference and spoke on the panel, "Why Understanding the Business Behind the Portfolio Changes Everything." Alongside Ken Stemme and Colin Ambrose, the session explored what success looks like in private markets, from maintaining alignment through evolving market cycles to fostering trust through transparency and a clear understanding of a client's objectives.

Our second quarter results reflect two themes that have shaped the past year: the diversification of our business and the strength of our investment performance across strategies. Assets under management reached over $319 billion, up 12% year-over-year, roughly five times where it stood at our public listing five years ago. Diversification remains central to that story: growth is increasingly powered by multiple strategies across the business rather than any single strategy, and we remain well diversified across institutional and private wealth clients. The results we reported this morning demonstrate the resilience of our business and highlight our positioning as a key provider of scaled capital solutions in this evolving market landscape. View the full Q2 results here: https://lnkd.in/g-pFf6ee

Professional growth extends beyond the workplace. This summer, 57 Blue Owl interns joined Rocking the Boat for a BOLT (Blue Owl Leads Together) day of service. Together, we helped to advance the organization's mission to empower young people in its afterschool program through boat refinishing, oar repair, and park maintenance projects. By investing time in the communities where we live and work, our interns gained a firsthand look at the impact of teamwork, service, and shared purpose. Thank you to Rocking the Boat for hosting us.

As demand for digital infrastructure continues to grow, meeting that demand increasingly depends on strong relationships and consistent execution. Matthew A'Hearn sat down with T. Michael Johnson to discuss what nearly a decade of experience has taught us about being a capital provider for mission-critical digital infrastructure at scale. Watch below to learn more about how we are helping to accelerate the development of infrastructure underpinning the modern digital economy.