Blue Owl Capital related stories
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New data center fault lines emergeInvestors are on alert for a growing number of red flags that extend beyond power and land access to sustainability, cybersecurity and data sovereignty.
Five themes illuminating data center investingDemand remains exceptionally strong, but the industry’s rapid expansion is creating new constraints around power, land, labor and community acceptance.
Blue Owl on the weight of scaling data centersAs data centers scale in size and complexity, hyperscalers are relying more on investors and managers with the capital and expertise needed to deliver projects, says Blue Owl’s Alexey Teplukhin.
JPMorgan AM closes debut net lease real estate fundThe $1.1bn final close follows the manager’s 2023 acquisition of sale-leaseback specialist Trio Investment Group.
Florida SBA adds Blue Owl, EQT fund exposure among $737m in Q2 pledgesIn a departure from its recent activity, the investor has committed most of its real estate capital to indirect vehicles so far this year.
Is Goldman late to the net-lease party?The investment bank is entering a playing field with multiple formidable competitors – and where scaling via M&A is not a given.
- Goldman to buy sale-leaseback specialist LCN Capital for up to $410m
The bank’s asset management arm predicts strong demand for inflation-protected assets from institutions, insurance and private wealth clients, says real estate chief Jim Garman.
Blue Owl has plenty of room to grow in EuropeThe arrival of the US manager’s tried-and-tested net lease strategy in the region has been met with emphatic support from investors.
Blue Owl closes record-setting debut European net lease fundThe vehicle is the largest-ever dedicated to the regional strategy and the third-largest raised for net lease investments overall.
Stonepeak holds anchor close on second real estate fundThe New York-based manager’s latest property vehicle has already surpassed the size of its predecessor, which it closed two years ago.