Blue Owl Capital

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.

At Blue Owl, our net lease strategy helps companies unlock capital to support growth and strategic priorities. 🏢 Learn how our approach to lease structuring provides tenants with a flexible capital solution, while maintaining long-term stability and control over the property.

At the midpoint of 2026, periods of uncertainty continue to reinforce the value of investment perspectives built across multiple market cycles. While today’s environment presents challenging questions around geopolitical uncertainty, rapid technological change, and evolving capital markets, we remain focused on the principles that have guided our investment approach across cycles: disciplined underwriting, long-term thinking, and staying grounded in fundamentals. In our 2026 Mid-Year In Focus, our Credit, Real Assets, and GP Strategic Capital investment teams share how they're evaluating today's environment, weighing risk against opportunity, and identifying where they see long-term value. Explore the insights driving our perspective below ⬇️ and read the full report on our website ➡️ https://lnkd.in/ddvdwkTU

The question isn’t who will win the AI race, but what will every company leveraging AI need? In a recent conversation, T. Michael Johnson, Managing Director and Real Assets Product Specialist, and Alexey Teplukhin, Managing Director on our Digital Infrastructure investment team, discuss why our approach is centered on investing in the infrastructure underpinning the digital economy. From land and power to data centers and compute, these are essential assets needed to power the future of data, regardless of which companies come out ahead.

Private equity exits are being redefined. Continuation vehicles have evolved into a strategic tool for extending ownership, creating liquidity options, and unlocking additional value. In our latest whitepaper, Head of Strategic Equity Chris Crampton shares why we believe they’re becoming a lasting part of the private equity playbook. Swipe through below for key takeaways ⬇️ and read the full whitepaper here ➡️ https://lnkd.in/dh79RubM

Shared purpose has the power to drive lasting impact. We are honored to receive the 2026 Pink Ribbon Champion Award from the American Cancer Society, recognizing Blue Owl's work on the Making Strides Against Breast Cancer campaign. From the Big Hoot ping-pong tournament and Central Park walk, to t-shirt sales at the Blue Owl Olympics, colleagues across Blue Owl came together to raise funds to support critical breast cancer research, patient services, and access to lifesaving screenings. Led by the Institutional Capital team, these efforts demonstrate the power of collaboration in driving progress toward a future without breast cancer. Thank you to everyone who generously supported this important cause.

Grit, poise, and resilience on full display across the historic lawns of Wimbledon from Taylor Townsend, Márton Fucsovics, Marie Bouzková, Román Andrés Burruchaga, Jelena Ostapenko, Dušan Lajović, and all our patched players at Wimbledon. Proud to stand behind the players redefining the game. 🎾

In net lease investing, a credit-first philosophy begins with evaluating the durability of a tenant’s underlying cash flow. On the latest UBS On-Air Market Moves podcast, Senior Managing Director Gary Rozier shares why tenant credit is the first consideration in underwriting and how mission-critical properties can help strengthen portfolio resilience. Listen to his full conversation with Jonathan Woloshin, CFA here: https://lnkd.in/eV2a8Xbq

As investors navigate a complex market environment, the demand for predictable current income and downside protection continues to grow. Our Real Assets platform meets that demand with a credit-first investment philosophy that prioritizes disciplined underwriting and durable cash flow. Global Head of Real Assets Marc Zahr discusses how this philosophy is applied across single-tenant net lease, digital infrastructure, and real estate credit strategies to support long-term portfolio resilience. Learn more about our Real Assets platform: https://lnkd.in/egjr_3Yf

700+ volunteers rolling up their sleeves. 37 global projects. One Team. We are proud to share that over the past three months, Blue Owl colleagues came together for the 2026 BOLT (Blue Owl Leads Together) Season of Service, marking our fourth annual global volunteer campaign. From mentoring students to supporting youth programs and restoring community spaces, we volunteered our time, connected with one another, and gave back to the communities where we live and work across the globe. Thanks to every volunteer as well as each nonprofit organization that helped make this Season of Service our largest and most impactful one yet.