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Blue Owl Capital OWL Real estate credit — Revenue

Other product segments

Direct lending
$337.47M+12.8%
GP minority stakes
$150.34M+1.3%
Net lease
$65.38M+39.6%
Administrative, transaction and other fees
$56.64M+9.7%
Digital infrastructure
$34.81M-33.4%
Alternative credit
$30.37M+43.4%
Investment grade credit
$17.8M+6.7%
Other
$16.06M+61.7%
Strategic Revenue-Share Purchase consideration amortization
-$11.04M+0.6%
Amortization of deferred incentives paid to customers
-$9.81M
Fee offsets
-$7.36M
Performance revenues
$6.07M-3.9%
GP debt financing
$4.8M+101%
Liquid credit
$4.75M-36.5%
Professional sports minority stakes
$1.17M+81.2%

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BAMCredit — Revenue
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JEFReal estate revenues — Revenues from contracts with customers
$2.25M-79.7%
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CSGPCommercial Real Estate — Revenue
$472M+15.4%

Other financials

Income statement

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Revenue$753.8M+10.3%
Net income$15.5M+109%
EPS (diluted)$0.02

Balance sheet

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Cash & equivalents$190.5M+95.1%
Total debt$4.4B+21.0%
Total equity$2.1B-10.1%
Total assets$12.4B+1.0%

Cash flow

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Operating cash flow$102.8M+485%
CapEx$13.8M+3.6%
Free cash flow$89.0M+1,996%

Valuation

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Market cap$6.44B-50.4%
Enterprise value$10.61B-35.0%
P/E74.1×-67.1×
P/S2.2×-3.1×

Profitability

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Net margin3%-0.8pp
FCF margin43.6%+7.2pp

Returns & leverage

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Return on equity3.9%-0.7pp
Debt / equity2.1×+0.5×
Current ratio11.8×

Where this comes from

Reported directly by Blue Owl Capital in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Blue Owl Capital’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Blue Owl Capital's real estate credit — revenue?
Blue Owl Capital (OWL) reported real estate credit — revenue of $11.94M in Q1 2026.
How has Blue Owl Capital's real estate credit — revenue changed year-over-year?
Blue Owl Capital's real estate credit — revenue increased by 15.0% year-over-year, from $10.38M to $11.94M.
What does real estate credit — revenue mean?
This metric represents the total revenue generated from the firm's real estate credit investment platform, which provides debt financing solutions for commercial real estate assets. It reflects the income earned through management fees, interest income, and other performance-related revenues derived from lending activities within the real estate sector. Tracking this revenue stream helps investors assess the scale and growth trajectory of the firm's specialized credit deployment capabilities.