---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-25-045386"
form_type: "8-K"
ticker: null
cik: "0001053059"
company_name: "ESSEX PORTFOLIO LP"
filed_at: "2025-12-12T23:59:59+00:00"
generated_at: "2026-05-16T13:19:47.410686+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Essex issues $350M 4.875% senior notes due 2036 to repay 2026 maturities

## Summary
- Issued $350M aggregate principal of 4.875% senior notes due Feb 15, 2036.
- Net proceeds ~$344.2M after underwriting discount and estimated offering expenses.
- Proceeds to fund repayment of $450M 3.375% notes due April 2026 and general corporate purposes.
- Notes are unsecured senior obligations; fully guaranteed by Essex Property Trust, Inc.
- Notes redeemable at par after Nov 15, 2035; earlier redemption at Treasury rate plus 15 bps.

## SEC filing metadata
- accession: 0001140361-25-045386
- form_type: 8-K
- cik: 0001053059
- company_name: ESSEX PORTFOLIO LP
- filed_at: 2025-12-12T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1053059/000114036125045386/0001140361-25-045386-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/920522/000114036125045386/ef20061109_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-25-045386
- JSON: https://secwatch.observer/filing/0001140361-25-045386.json
- Plain text: https://secwatch.observer/filing/0001140361-25-045386.txt

## Key facts
- Debt Financings
  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
  source text: On December 12, 2025, the Operating Partnership issued $350.0 million aggregate principal amount of Notes.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1053059/000114036125045386/0001140361-25-045386-index.htm

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