Blue Owl Digital Infrastructure Trust
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限制赎回风波后,当红PE Blue Owl为数据中心专项基金募资17亿美元
Hua Er Jie Jian Wen· 2025-12-04 20:40
(截至发稿,OWL股价较低点反弹21.3%) 另类资产管理巨头Blue Owl正加速其在数字基础设施领域的扩张,该公司为其最新的数据中心专项基金募资17亿美元。 根据监管文件显示,12月1日,这只非交易型房地产投资信托基金(REIT)Blue Owl Digital Infrastructure Trust完成首次募资并开始运营。 作为启动运营的一部分,该基金还以约15亿美元(扣除承担的债务后)的净值,从业内关联公司手中收购了11个数据中心的权益。文件显示,这 些数据中心主要租赁给投资级和超大规模客户。 此次募资是Blue Owl向数据中心领域大举扩张的一部分,今年秋季该公司已为Meta和甲骨文的数据中心提供了超过500亿美元的融资。 此前Blue Owl因暂停旗下另一只基金的投资者赎回而导致其股价承压,引发了市场对其部分业务流动性的担忧。周四美股尾盘,Blue Owl涨 2.52%,较"限制赎回"风波后的低点累涨超20%。 根据另一份文件,从10月1日至12月1日,Blue Owl在其所有长青非交易型基金中总计募集了43亿美元,其中约26亿美元投向其实物资产平台,17 亿美元投向其信贷平台,显示出投资者对该 ...
Blue Owl Capital (OWL) - 2025 Q3 - Earnings Call Presentation
2025-10-30 14:00
Financial Performance - Blue Owl's AUM reached $295.6 billion, a 26% increase since September 30, 2024[3, 27] - Fee-Related Earnings (FRE) for the last twelve months were $1420.2 million, up 19% from the prior year[33, 37] - Distributable Earnings (DE) for the last twelve months were $1241.7 million, a 15% increase compared to the previous year[27, 33, 37] - The company announced an annual dividend of $0.90 per Class A Share for 2025, a 25% increase from 2024[27] Platform Growth - Credit platform AUM increased by 18% to $152.1 billion since September 30, 2024[20, 47] - Real Assets platform AUM significantly grew by 69% to $74.7 billion since September 30, 2024, driven by the IPI Acquisition and capital raised[20, 51] - GP Strategic Capital platform AUM increased by 11% to $68.8 billion since September 30, 2024[20, 55] Fundraising Activities - New capital commitments raised in the quarter totaled $14.4 billion, including $11.2 billion in new equity capital[27, 43] - Total equity fundraise for the quarter was $11.2 billion, with $5.6 billion in Credit, $3.0 billion in Real Assets, and $2.7 billion in GP Strategic Capital[43]