1. Blue Owl Sets 58.5% Fee Margin Target for 2026, Signals $7.5B Net Lease Fund Close Within Reach
Blue Owl Capital has outlined a 2026 Fee-Related Earnings margin target of 58.5%, signaling confidence in its ability to convert fee-bearing capital into earnings at a rate that exceeds most traditional asset managers. The guidance comes as the firm approaches a hard cap on its flagship net lease strategy, with interna...