asset manager

Blue Owl

In PWD coverage since September 10, 2026 · 16+ stories

4Deals on our tracker

Deal recordFull tracker →

Sep 12, 26Deal talkCyrusOne · EdgeCore · DataBank · Vantage Data Centers · Nscale — coverage

Sep 7, 26Fund launch · $6.5B — coverage

Aug 13, 26Deal closedPost Advisory · Napier Park — coverage

Dec 30, 25Fund launchCoatue · Adams Street

PWD coverage

the_wrap

Harrison Street and LODAS open second interval fund auction

The $2 billion Harrison Street Real Assets Fund sale follows a first auction, in the Real Estate Fund, that filled 91% of shares offered with no clearing discount disclosed.

liquidity · Oct 2Stanger's Q3 data suggests NAV BDC redemption demand may have peaked in Q2

capital · Oct 1Blue Owl secures close to $8bn net-lease fund as public pensions commit

digital · Oct 1Tencent signs $7bn five-year lease for 100,000 Oracle GPUs in Southeast Asia, FT reports

debt · Sep 30Nvidia pitches insurers on backing neocloud GPU loans as lenders balk

sectors · Sep 29Bain report sizes the $4.2 trillion AI revenue gap behind data center capex

the_wrap · Sep 28Oracle's rent notice and PJM's curtailment plan test who carries grid risk

the_wrap · Sep 25Washington's grid money stops buying new corridors

the_wrap · Sep 25Data-center capital now prices a Senate vote

the_wrap · Sep 24Blackstone takes its wrapper offshore while peers ration exits

liquidity · Sep 22OCIC's bigger revolver backs the raise, not the queue

allocators · Sep 22Orange County buys Blue Owl's lease-duration industrial bet

allocators · Sep 18Blackstone's core-plus pitch now runs on supply, cash flow, and a Fed hike it can survive

capital · Sep 16Brookfield buys the data center builder, not the data center

capital · Sep 13Data center IPOs hand construction risk back to public equity

the_wrap · Sep 10Data center capital follows the power calendar, county by county

Blue Owl

Harrison Street and LODAS open second interval fund auction

The Morning Brief