Investors flee from the private credit fund that have backed the AI datacenter buildup with loans. https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit
Blue Owl BDC Allows for 17% Redemptions as Investors Storm Exit
byu/Possible-Shoulder940 ininvesting
Posted by Possible-Shoulder940
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17% redemptions in a quarter is brutal for a BDC, especially one that went heavy into datacenter loans during the AI hype. Private credit funds are notoriously illiquid so when everyone’s trying to get out at once it usually means the underlying assets are way worse than what’s being marked on the books.