Tampa Bay = best sports town in America!

In a rapidly changing asset management industry, manager priorities are shifting. The next chapter won’t be defined by scale alone, but by how firms combine scale with specialization and an understanding of investor needs. I enjoyed joining Doug Sieg of Lord Abbett for a conversation on how managers are adapting to this changing landscape at this year’s @CAISgroup Alternative Investment Summit. We discussed the importance of building differentiated platforms and evolving strategies to meet the needs of advisors and their clients. At @BlueOwlCapital, we continue to see firsthand how the industry is evolving, and we remain focused on delivering solutions grounded in strong fundamentals and aligned with investors’ needs. Thanks to Jen Prosek for moderating, Doug for the dialogue, and everyone who joined us for this discussion.

$116+ billion raised over 5 years and a top 10 ranking in @PEI_news’ inaugural Private Markets 100. Grateful to James Clarke and our institutional clients worldwide for their continued confidence.

When it comes to private markets headlines, we believe separating fact from fiction begins with focusing on the underlying fundamentals. That was a central theme of my recent conversation with Doug Ostrover, @lizrhoffman, and @rogoswami on @semafor’s The Compound Interest Podcast. We discussed what we’re seeing across our business and how that’s shaping our perspective on private markets. At @BlueOwlCapital, the throughline across our strategies is simple: focus on durability, predictability, and income, while being thoughtful about the risks we choose to take. Listen to our full conversation here for more: semafor.com/article/10/08/20…

The opportunity set across private markets has continued to evolve as technology reshapes industries, capital needs grow, and investors continue to seek durable sources of income. It was a pleasure to return to my alma mater, @Stanford, for the 2026 Fiduciary Investors Symposium hosted by @Top1000Funds. We discussed how we’re approaching this evolution at @BlueOwlCapital, from the growing capital needs to how institutional investors are positioning portfolios for today’s market. As we invest, our focus at Blue Owl remains consistent: disciplined underwriting, thoughtful structuring, investing behind strong fundamentals, and always taking a partnership-first approach. As institutional investor needs continue to evolve and become more complex, we believe trusted relationships, alignment, and solution innovation remain just as important as access to compelling investment opportunities.

Incredible to see the developments our data centers are helping power for partners like @OpenAI. The future of AI needs capital providers that can deliver the financing and development expertise for this critical infrastructure. Our Abilene campus demonstrates this. @Crusoe.

Discipline, preparation, the pursuit of excellence — that's what drives us at @BlueOwlCapital, and it's exactly what our patched players brought to the court in Round 1. @marianonavone1's victory over Novak Djokovic — Djokovic's first R1 loss since the 2006 Australian Open — exemplified exactly that, while @TaylorTownsend, @lucavanassche, Maya Joint, Toby Samuel, and @DonnaVekic each demonstrated the same commitment to greatness in their own remarkable wins. These are the qualities we look for in our partners, our people, and our players. Looking forward to the rest of what looks to be a memorable tournament.

A phenomenal performance from Mariano Navone, upsetting Novak Djokovic in the first round of the @usopen. @BlueOwlCapital is proud to support a rising star. #USOpen

Uncertainty is not necessarily an obstacle to deploying capital – it can be the condition that creates some of the most compelling opportunities for those equipped to act. In our view, staying grounded in fundamentals remains the throughline, a theme we believe is playing out across our platforms. 🔹In Credit, we expect manager performance dispersion to widen in the current environment, reinforcing the importance of rigorous credit selection and disciplined underwriting standards. 🔹In Real Assets, we believe capital is becoming more selective, creating potential advantages for platforms with scale, flexibility across the capital stack, and certainty of execution. 🔹In GP Strategic Capital, as the private markets ecosystem matures, we see value in partnering with leading franchises with exposure to durable cash flows and long-duration value creation. We believe the strength of our business at @BlueOwlCapital is not the product of any single market call, but rather a diverse series of resilient strategies and a business model deliberately built to thrive in a wide range of environments.

We're proud to announce the final close of our inaugural European Net Lease Fund with €1.6 billion in total capital commitments, exceeding our hard cap of €1.5 billion. This extends our market-leading net lease franchise into a European market that remains structurally underserved, with €13.4 trillion of real estate sitting on investment-grade corporate balance sheets across the region. By applying the same disciplined investment approach that has driven the strategy's success in North America, we are positioned to deliver predictable, long-term income for investors while providing differentiated capital solutions to Europe's corporate tenants. Congratulations to Marc Zahr and our Real Assets team and thank you to our investors for their continued support. Learn more: blueowl.com/news/blue-owl-cl…

Through the vantage point of our portfolios, spanning hundreds of companies, thousands of real estate assets, dozens of minority stakes, and tens of thousands of asset-based line items, we have a privileged view of how the economy is performing. What we have seen gives us reason for measured optimism. Our diversified platform is designed to weather a range of market environments, combining disciplined underwriting, long-term investment perspectives, and deep expertise. Decades of investing have reinforced the importance of staying grounded in fundamentals, weighing risk against opportunity, and maintaining discipline rather than chasing momentum. In @BlueOwlCapital's 2026 Mid-Year In Focus, we share our market views and the principles guiding our investment approach. Read the full report here: blueowl.com/insights/2026-mi…

At @BlueOwlCapital, our approach to Real Assets is grounded in a credit-first investment philosophy built on disciplined underwriting and durable cash flow. Rather than concentrating on a single asset class, our platform spans single-tenant net lease, digital infrastructure, and real estate credit – bringing together complementary strategies under one investment approach. Learn more about our Real Assets platform: blueowl.com/real-assets

The Middle East has long been an important region for @BlueOwlCapital, and our recent announcement reinforces the next phase of our growth in the region. With longstanding relationships across the Middle East, establishing an office in @ADGlobalMarket was a natural next step as we continue to deepen our efforts and relationships in both the UAE and the broader region. This is not a new market for us. This announcement reflects our continued conviction in this incredibly important area and our commitment to strengthening the relationships we have developed over many years. Read the full announcement: blueowl.com/news/blue-owl-st…

At @BlueOwlCapital, our firm’s approach is built on insulation, not prediction. We have built a business based on a diversified set of asset classes and underlying strategies that are designed to be resilient and perform across market environments. I recently had the pleasure of sharing our approach and market outlook with Patrick Davitt at the 42nd Bernstein Strategic Decisions Conference. Across our platform, we continue to see attractive opportunities. In real assets, the growing demand for data centers is driving a need for capital, while our triple net lease strategy provides stable, long-duration cash flows backed by long-term leases held by investment-grade tenants. In direct lending, fundamentals have remained strong, with high credit quality and exposure across a diversified range of industries. This higher-for-longer rate environment is creating opportunities, allowing us to be increasingly selective while maintaining our rigorous underwriting discipline. These are very different businesses, but they share a common thread: performance anchored in long-term fundamentals, with downside protection driven by structure, diversification, and disciplined underwriting.

Watching Adam Walton, Kimberly Birrell, Solana Sierra, Zachary Svajda, and Sorana Cîrstea compete at @rolandgarros is a great reminder that discipline and focus make all the difference. At @BlueOwlCapital, we back athletes who prepare with purpose and perform when it counts—principles that carry through everything we do.

.@BlueOwlCapital earned the #2 spot on this year’s @PEREonline 100, and #8 on the inaugural PERE Credit 100 list, a reflection of the strength, breadth, and scale of our Real Assets platform. We’ve remained focused on strategies where we believe we have a true competitive edge and can deliver value for investors: Net Lease, Real Estate Credit, and Digital Infrastructure. Thank you to our stakeholders for entrusting us with your capital and to our Real Assets team, who work diligently every day to earn that trust. Congratulations to all. PERE 100: perenews.com/pere-100/ PERE Credit 100: perecredit.com/introducing-t…

AI adoption is increasing rapidly, contributing to strong growth in demand for data centers and the capital needed to develop them. Our digital infrastructure strategy is designed to address this demand by delivering tailored solutions to many leading hyperscale operators. Earlier this year, @amazon announced a $12 billion data center campus with investment from Blue Owl digital infrastructure funds and development by STACK Infrastructure. This marks the fourth data center project exceeding $10 billion in less than 18 months, where @BlueOwlCapital played a significant role in the provision of capital. As data and compute needs grow, we believe demand for scalable, reliable digital infrastructure will continue to increase.

We’re excited to welcome Deva Mishra to @BlueOwlCapital as our Head of Insurance Solutions. Deva’s approach aligns with our continued focus to serve as a trusted partner to insurers, delivering diversified investment strategies at scale. blueowl.com/news/blue-owl-ta…