---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-24-043747"
form_type: "8-K"
ticker: "STSR"
cik: "0001698538"
company_name: "Strategic Student & Senior Housing Trust, Inc."
filed_at: "2024-04-11T23:59:59+00:00"
generated_at: "2026-06-04T00:05:26.346414+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Strategic Student & Senior Housing Trust secures $34.5M refinancing loan from JPMorgan Chase

## Summary
- New $34.5M mortgage loan replaces existing $29.5M loan and provides cash reserves for the company.
- Interest rate is one-month SOFR plus 2.25%; all-in effective rate capped at 6.5% via interest rate cap.
- Initial term is one year, maturing April 9, 2025, with two six-month extension options.
- Loan is non-recourse; guaranteed by the company and Chairman H. Michael Schwartz.
- Collateral is a 199-unit, 593-bed student housing property in Fayetteville, AR (YOUnion at Fayetteville).

## SEC filing metadata
- accession: 0000950170-24-043747
- form_type: 8-K
- ticker: STSR
- cik: 0001698538
- company_name: Strategic Student & Senior Housing Trust, Inc.
- filed_at: 2024-04-11T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1698538/000095017024043747/0000950170-24-043747-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1698538/000095017024043747/sssht-20240410.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-24-043747
- JSON: https://secwatch.observer/filing/0000950170-24-043747.json
- Plain text: https://secwatch.observer/filing/0000950170-24-043747.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.