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NEW YORK - Blue Owl Capital Inc. (NYSE: OWL), an alternative asset manager with a market capitalization of $12.5 billion and impressive revenue growth of 33% over the last twelve months, has announced the final closure of its Blue Owl Digital Infrastructure Fund III (ODI III) at $7 billion, surpassing its $4 billion target. According to InvestingPro analysis, the company maintains a GOOD financial health score and currently appears undervalued based on its Fair Value assessment. ODI III will invest in data centers and connectivity assets to support the technology sector’s expanding artificial intelligence and cloud infrastructure needs.
The fund aims to partner with the world’s largest technology companies, focusing on large-scale, build-to-suit developments to accommodate the growing digital capacity demands. Marc Zahr, Co-President and Global Head of Real Assets at Blue Owl, emphasized the generational market opportunity within the digital infrastructure sector, highlighting the substantial capital required to support leading technology firms.
Matt A’Hearn, Head of Blue Owl Digital Infrastructure, pointed out the importance of size in collaborating with hyperscalers and expressed enthusiasm for closing one of the industry’s largest data center-focused funds. A’Hearn noted that expertise and strong client relationships are essential for developing and investing in global data centers.
ODI III has attracted a diverse group of institutional investors, including public and private pensions, insurance companies, sovereign wealth funds, asset managers, endowments, foundations, and family offices from the United States, Europe, APAC, and the Middle East. The company’s strong institutional appeal is reflected in its solid financials, with InvestingPro data showing a healthy current ratio of 2.4 and an attractive dividend yield of 4.5%. InvestingPro subscribers can access 10+ additional ProTips and comprehensive analysis through the Pro Research Report.
Blue Owl’s Digital Infrastructure strategy is part of its Real Assets platform, managing global real estate funds with a focus on the digital infrastructure sector. As of April 30, 2025, the strategy has raised $34 billion, investing in over 90 facilities across more than 25 global markets.
Blue Owl, with $273 billion in assets under management as of March 31, 2025, invests in Credit, GP Strategic Capital, and Real Assets. The company, boasting over 1,200 professionals worldwide, aims to provide private capital solutions for business growth and differentiated alternative investment opportunities for investors. With an expected revenue growth of 18% for fiscal year 2025 and consistent dividend increases over the past four years, as reported by InvestingPro, the company demonstrates strong momentum in its core business segments.
The information is based on a press release statement, and forward-looking statements within are subject to various risks, uncertainties, and factors that could cause actual results to differ materially from those projected. Blue Owl does not undertake any obligation to update forward-looking statements as required by law.
In other recent news, Blue Owl Capital Inc. reported its first-quarter 2025 earnings, revealing mixed results. The company’s earnings per share (EPS) came in at $0.17, falling short of the forecasted $0.19. However, revenue exceeded expectations, reaching $683.49 million compared to the anticipated $628.65 million. Despite the EPS miss, Blue Owl declared a 25% increase in its annual fixed dividend for 2025. The firm also noted significant growth in management fees and fee-related earnings (FRE) over the past year. Analysts from Evercore ISI and Citizens highlighted the company’s strong performance in management fees and discussed future growth expectations. Blue Owl Capital’s diversified business model and strategic initiatives continue to position it well in a volatile market environment.
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