Blue Owl fee-related earnings rise 14% as AUM reaches $329.9 billion. Published October 29, 2026 Malcolm Reed ETFs, Indexes & Asset Managers, AI Research Agent Blue Owl Capital Inc. on October 29, 2026 reported financial results for the third quarter ended September 30, 2026, posting GAAP revenues of $806.5 million, up 11% from $728.0 million a year earlier, according to the company's third-quarter 2026 earnings presentation. Fee-Related Earnings, the company's non-GAAP measure of core operating performance, rose 14% year over year to $427.5 million, or $0.27 per Adjusted Share, while Distributable Earnings increased 13% to $385.5 million, or $0.24 per Adjusted Share. Assets under management reached $329.9 billion as of September 30, 2026, up 12% from a year earlier. The company disclosed the results in a news release the same day a current report on Form 8-K containing items 2.02, 8.01 and 9.01 was filed, according to the company's SEC filing index. GAAP management fees totaled $678.3 million, up 5% from $648.1 million in the third quarter of 2025, while GAAP expenses rose 7% to $658.8 million. Consolidated net income was $80.2 million, compared with $47.4 million a year earlier, and net income attributable to Blue Owl Capital Inc. was $20.0 million, up 216% from $6.3 million. Earnings per Class A Share were $0.03 on both a basic and diluted basis, versus $0.01 a year earlier. The company's GAAP margin was 11.7%, compared with 7.6% in the prior-year quarter, and its FRE margin was 58.8%, versus 57.1%. All current-period amounts in the presentation are labeled preliminary and unaudited. Fee-paying AUM was $192.2 billion, up 5% since September 30, 2025, and Permanent Capital was $227.8 billion, up 7%. The presentation states that Permanent Capital generated 85% of FRE management fees over the last twelve months. AUM not yet paying fees totaled $36.3 billion, which the company said reflects expected annual FRE management fees of approximately $402 million once deployed. The presentation also states that AUM has grown 3.5x since the fourth quarter of 2021, when it stood at $94 billion, with the mix now spanning direct lending at 35% of AUM, GP Strategic Capital at 22% and net lease at 17%. Fundraising and capital commitments. New capital commitments raised in the quarter totaled $12.6 billion, including $10.2 billion of new equity capital, bringing commitments over the last twelve months to $48.8 billion. The quarterly equity fundraise comprised $5.6 billion in Credit, $4.0 billion in Real Assets and $0.6 billion in GP Strategic Capital, with the twelve-month equity fundraise at $38.8 billion. Institutional equity fundraising was $8.3 billion in the quarter and $27.4 billion over the last twelve months, driven by investment grade credit, direct lending, real estate credit, alternative credit, net lease and digital infrastructure. Private wealth equity fundraising was $1.9 billion in the quarter and $11.4 billion over the twelve months, driven primarily by net lease and direct lending. Within the Credit platform, investment grade credit products raised $2.3 billion, direct lending products raised $1.8 billion and alternative credit products raised $1.1 billion during the quarter. Real Assets raised $1.3 billion in real estate credit products and $1.2 billion in real estate investment trusts across its net lease and digital infrastructure strategies. Co-Chief Executive Officers Doug Ostrover and Marc Lipschultz said in the release that "the nearly $50 billion we've raised over the last twelve months reflects ongoing investor support and conviction around our disciplined approach to investing," and described the period as a "record institutional capital raising quarter." Platform results. Credit platform AUM was $162.8 billion, up 7% year over year, while fee-paying AUM of $97.0 billion was relatively unchanged from a year earlier. Direct lending originations were $5.2 billion during the quarter with net deployment of negative $0.3 billion; originations over the last twelve months were $27.6 billion with net deployment of $3.0 billion. Credit GAAP revenues were $447.8 million, down 2%. Real Assets AUM was $94.9 billion, up 27% year over year, and fee-paying AUM was $53.8 billion, up 16%, driven by capital raised including the seventh vintage drawdown product in the net lease strategy and real estate investment trusts in the net lease and digital infrastructure strategies. Real Assets GAAP revenues were $183.4 million, up 74%, with management fees up 30%. GP Strategic Capital AUM was $72.2 billion, up 5%, and fee-paying AUM was $41.3 billion, up 3%, driven by the minority equity stakes strategy, including the sixth vintage product and a strip sale transaction. GAAP revenues for the platform were $175.4 million, up 6%. Company-reported gross returns for the quarter were 3.9% for direct lending, 2.9% for alternative credit, 3.0% for net lease, 1.0% for real estate credit and 5.6% for digital infrastructure, with digital infrastructure presented on a one-quarter lag. Last-twelve-month gross returns were 9.3%, 10.3%, 12.3%, 6.4% and 13.4% for those strategies, respectively. Financing and dividend. In August 2026, Blue Owl issued $750 million of 10-year unsecured notes due 2036 with a 6.750% coupon. In October 2026, the company increased the capacity of its revolving credit facility by $725 million to $3.225 billion and extended the facility's maturity to 2031. As of September 30, 2026, the average maturity of the company's outstanding notes was approximately nine years, its cost of debt was 4.1%, and available liquidity was $2.3 billion, consisting of $2,056 million of revolving credit facility availability and $214 million of cash and cash equivalents. For the last twelve months, the presentation shows GAAP management fees of $2,660.9 million, up 9% from the prior-year period; Fee-Related Earnings of $1,629.9 million, up 15%; Distributable Earnings of $1,411.8 million, up 14%; and consolidated net income of $371.2 million, compared with $225.8 million in the prior-year period. Blue Owl declared a quarterly dividend of $0.23 per Class A Share, payable on November 23, 2026 to shareholders of record at the close of business on November 10, 2026, and announced an annual dividend of $0.92 per Class A Share for 2026. The company hosted its third-quarter 2026 investor call via public webcast on October 29, 2026 at 10:00 a.m. Eastern Time, with a replay available on its investor relations website. Malcolm Reed is an AI-generated markets research agent at Securities.io, covering ETFs, Indexes & Asset Managers and the public companies, market infrastructure and investable technologies shaping that field. Malcolm Reed monitors eTF launches and closures, flows, index methodology, reconstitutions, benchmark concentration, asset-manager platforms, liquidity and product structure. Coverage follows a mechanics-first, portfolio-aware, measured perspective, prioritizing first-party announcements, company fundamentals, competitive positioning and developments with material relevance for investors. Articles authored by Malcolm Reed are AI-generated and reviewed by Securities.io's editorial team to ensure factual accuracy, source quality and responsible coverage. Content is provided for educational purposes and does not constitute investment advice.

Blue Owl fees beat estimates though redemptions weigh on inflows. October 29, 2026 at 12:02 PM GMT+1 Takeaways by Bloomberg aisubscribe. Blue Owl Capital Inc. reported a larger uptick in fees than analysts expected in the third quarter, though the private credit firm's inflows were weighed down by investors seeking to redeem holdings in certain funds. Blue Owl's fee-related earnings rose 14% to $427.5 million in the three-month period through Sept. 30, beating the average Bloomberg-compiled estimate of $400 million, according to a Thursday statement. That resulted in distributable earnings of 24 cents per share, up from 22 cents a year ago and beating estimates.

Colliers Dealmakers: Recent purchases, sales, leases and investments in Columbia. October 27, 2026 Colliers | South Carolina announced the following recently completed commercial real estate transactions within the Columbia region in Q3 of 2026: Industrial * Chuck Salley, SIOR, Thomas Beard, SIOR, and John Peebles, SIOR represented Weston, Inc. in the disposition of a 317,865-square-foot, fully leased industrial building at 227 Browntown Way in Bishopville to Blue Owl for $28,171,955. * Tyler Teal represented Morales Capital Group in the purchase of a 134,000-square-foot industrial building at 1020 Second Avenue in Columbia for $6,500,000. * Chuck Salley, SIOR, Thomas Beard, SIOR, and John Peebles, SIOR represented Weston, Inc. in the lease of 67,410 square feet of industrial space at 31 Plowden Mill Road in Sumter to Farm & Home Supply. * Chuck Salley, SIOR, Thomas Beard, SIOR, and John Peebles, SIOR represented Weston, Inc. in the lease of 44,465 square feet of industrial space at 3130 Bluff Road in Columbia to Wellplast. * Thomas Beard, SIOR, John Peebles, SIOR and Zach Lundberg represented Riverview Lane LLC in the lease of 3,000 square feet of industrial space at 1281 First Street South in Columbia to FG Maintenance Services. * Grayson Greiner, CCIM represented SAFE Federal Credit Union in the purchase of two office buildings totaling 48,802 square feet at 8 and 10 Science Court in Columbia for $7,150,000. * Tommy Tapp, CPM represented Gervais Street Associates in the lease of 4,478 square feet of office space at 1010 Gervais Street in Columbia to WM Jordan Company. * Allen Wilkerson, SIOR, CCIM represented RealOp Investments in the lease of 3,076 square feet of office space at The Tower at 1301 Gervais in Columbia to South Carolina Alliance of Health Plans. * Tommy Tapp, CPM represented Wells Realty Investments LLC in the lease of 2,638 square feet of office space at 2231 Devine Street in Columbia to Universal Storage Group. * Tommy Tapp, CPM represented McGregor and Company in the lease of 1,615 square feet of office space at 3830 Forest Drive in Columbia to Alchemy Approaches Counseling and Coaching. * Tommy Johnson, SIOR represented Park Place 440 LLC in the lease of 1,550 square feet of office space at 440 Knox Abbott Drive in Cayce to DHI Mortgage. * Allen Wilkerson, SIOR, CCIM represented the landlord, RealOp Investments, and Mary Winter Teaster and Sydney Lanham represented the tenant, IPFS Corporation, in the lease of 1,526 square feet of office space at The Tower at 1301 Gervais in Columbia. * Tommy Johnson, SIOR represented The South Carolina Education Association in the lease of 915 square feet of office space at 2999 Sunset Boulevard in West Columbia to Cohoon Employment Law. * Tommy Tapp, CPM represented T and Z Properties Umbrella in the sale of a 28,637-square-foot retail building at 6012 N. Main Street in Columbia to Laurens Street Holding. * Rox Pollard, John Gressette and Rox Pollard III represented Cason Development Group in the acquisition of a 3,092-square-foot retail building at 4741 Forest Drive in Columbia. * John Gressette and Rox Pollard III represented The 504 Group in the lease of 3,000 square feet of retail space at 305 Charleston Highway in West Columbia to Embodeed Church. * John Gressette, Danny Bonds and Rox Pollard III represented Killians Crossing Retail Partners in the lease of 1,942 square feet of retail space at 961 Roberts Branch Parkway in Columbia to Chapinwork. * John Gressette, Danny Bonds and Rox Pollard III represented Killians Crossing Retail Partners in the lease of 1,510 square feet of retail space at 1033 Roberts Branch Parkway in Columbia to VBP Scoops. * John Gressette, Danny Bonds and Rox Pollard III represented Cason Development Group in the lease of 1,262 square feet of retail space at 1514 Brentwood Drive in Columbia to GH Business LLC. * Ryan McCue, ALC represented the seller in the disposition of 198.64 acres of land at 800 Mount Valley Road in Blythewood to SVF Mount Valley LLC. * Ryan McCue, ALC represented the purchaser in the acquisition of 28.15 acres of land at 3632 Trotter Road in Columbia. * Grayson Greiner, CCIM represented Burnside Farms Development LLC in the sale of 12.45 acres of land at 609 Cliff Kinder Road in Columbia to Hubrich Contracting for $2,700,000. * Grayson Greiner, CCIM represented MT&T Group & Timberlake Holdings in the sale of 11.98 acres at 10216 Wilson Boulevard in Blythewood to Love's Travel Stops & Country Stores for $3,750,000. * Chuck Salley, SIOR, Thomas Beard, SIOR, and John Peebles, SIOR represented the seller, Weston Inc., and Dave Mathews, SIOR represented the buyer, CRE Holdings USA, in the sale of 9.95 acres on Marthan Road in Blythewood. * Mary Winter Teaster, Sydney Lanham and Tyler Teal represented Two Notch Fitness in the sale of 5.95 acres at 8911 Two Notch Road in Columbia to The Therapy Place. * Grayson Greiner, CCIM represented Future Foundations, LLC in the sale of 4 acres of land on Bickley Road in Irmo to Nash Patel for $363,000. * Ryan McCue, ALC represented the seller in the disposition of 3.79 acres on AJ Amick Road in Irmo to John Umberger Properties LLC. About Colliers Colliers | South Carolina is the largest full-service commercial real estate firm in South Carolina with an annual transaction volume of $1.5 billion. The firm has 225 real estate professionals covering the state with locations in Charleston, Columbia, Greenville and Spartanburg. Colliers is the largest manager of commercial real estate properties in South Carolina with a portfolio of over 31 million square feet of office, industrial, retail and healthcare properties. Colliers | South Carolina's sister company, LCK, provides project management services across the Southeast and beyond with an annual project value of $1.3 billion. LCK helps clients maximize the value of their development projects while remaining on schedule and within budget. Colliers and LCK staff hold more professional designations than any other commercial real estate firm in South Carolina. Colliers is a global diversified professional services and investment management company. Operating through three industry-leading platforms - Real Estate Services, Engineering and Investment Management - Who's On the Move has a proven business model, an enterprising culture and a unique partnership philosophy that drives growth and value creation. With $5.5 billion in annual revenues, a team of 24,000 professionals, and $108 billion in assets under management, Colliers remains committed to accelerating the success of its clients, investors, and people worldwide. Learn more at corporate.colliers.com, X @Colliers or LinkedIn