Data center REITs have problems. Valuations are high, maintenance capex is often understated, and overbuilding and potential obsolescence are significant risks. For these reasons, our Top Pick in this sector is not a traditional landlord, but rather an alternative asset manager enjoying rapid growth.
Blue Owl Capital Inc. (OWL) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Blue Owl Capital recently missed NII expectations and saw a rise in its non-accrual percentage. OBDC's non-accruals rose to 1.3%, and dividend coverage fell to 1.0X, eliminating excess coverage. Blue Owl Capital announced a $200M stock buyback, allowing management to buy back shares below NAV, adding to NAVPS.
| Capital Markets Industry | Financials Sector | Douglas Irving Ostrover CEO | NYSE Exchange | 09581B103 CUSIP |
| US Country | 1,200 Employees | 10 Nov 2025 Last Dividend | - Last Split | 14 Dec 2020 IPO Date |
Blue Owl Capital Inc. serves as an asset manager based in the United States, driving solutions across the asset management spectrum. The essence of its operation lies in providing a robust permanent capital base, which aids in extending a comprehensive range of capital solutions. These solutions target middle market companies, affluent alternative asset managers, and a significant portion of the corporate real estate sector. By situating its headquarters in New York, New York, Blue Owl Capital Inc. strategically positions itself within the epicenter of American finance. This location facilitates its mission to offer unparalleled asset management services and capitalize on the vibrant financial landscape of the region.
Blue Owl Capital Inc. delineates its offerings into a meticulously curated assortment of products and services, designed to cater to a diverse clientele. The products and services include:
The delivery of these solutions is through permanent capital vehicles and long-dated private funds, showcasing Blue Owl Capital Inc.'s adaptability in offering financial solutions that align with both immediate and long-term client needs.