secwatch / observer
8-K filed December 12, 2025, 6:59 PM ET CIK 0001053059
debt confidence high sentiment neutral materiality 0.60

ESSEX PORTFOLIO LP: debt financing — Essex issues $350M 4.875% senior notes due 2036 to repay 2026 maturities

ESSEX PORTFOLIO LP

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

ESSEX PORTFOLIO LP incurred senior notes of $350.0 million aggregate principal amount with U.S. Bank Trust Company, National Association at 4.875% per annum maturing February 15, 2036.

Instrument
senior notes
Principal
$350.0 million aggregate principal amount
Counterparty
U.S. Bank Trust Company, National Association
Rate
4.875% per annum
Maturity
February 15, 2036
Event
incurrence
Exact text from the filing
On December 12, 2025, the Operating Partnership issued $350.0 million aggregate principal amount of Notes.
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

ESSEX PORTFOLIO LP entered into Third Supplemental Indenture with U.S. Bank Trust Company, National Association valued at $350.0 million (effective 2025-12-12).

Action
entry
Agreement
notes offering
Counterparty
U.S. Bank Trust Company, National Association
Value
$350.0 million
Effective
2025-12-12
Exact text from the filing
On December 12, 2025, Essex Portfolio, L.P. (the “Operating Partnership”), the operating partnership of Essex Property Trust, Inc. (the “Company”), issued $350.0 million aggregate principal amount of its 4.875% senior notes due 2036 (the “Notes”). The terms of the Notes are governed by an indenture, dated March 14, 2024 (the “Base Indenture”), among the Operating Partnership, as issuer, the Company, as guarantor (in such capacity, the “Guarantor”), and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), as supplemented by a third supplemental indenture, dated as of December 12, 2025 (the “Third Supplemental Indenture” and, together with the Base Indenture, the “Indenture”), by and among the Operating Partnership, the Guarantor and the Trustee.
View on SEC.gov

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Source: SEC EDGAR
accession 0001140361-25-045386
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