---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-252545"
form_type: "8-K"
ticker: null
cik: "0001407623"
company_name: "RETAIL OPPORTUNITY INVESTMENTS CORP"
filed_at: "2024-11-07T23:59:59+00:00"
generated_at: "2026-05-30T03:25:22.306618+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# ROIC to be acquired by Blackstone affiliates for $17.50 per share in cash

## Summary
- Stockholders to receive $17.50 cash per share; Blackstone Real Estate Partners X L.P. is the buyer.
- Deal includes a $78M termination fee for ROIC and a $239M reverse termination fee for Blackstone.
- Transaction subject to stockholder approval, customary closing conditions; no financing condition.
- ROIC Board unanimously approved and recommends stockholders vote in favor of the merger.
- Bylaws amended to designate exclusive forum for Securities Act and state law claims in Maryland.

## SEC filing metadata
- accession: 0001193125-24-252545
- form_type: 8-K
- cik: 0001407623
- company_name: RETAIL OPPORTUNITY INVESTMENTS CORP
- filed_at: 2024-11-07T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 1.01, 5.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1407623/000119312524252545/0001193125-24-252545-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1407623/000119312524252545/d906042d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-252545
- JSON: https://secwatch.observer/filing/0001193125-24-252545.json
- Plain text: https://secwatch.observer/filing/0001193125-24-252545.txt

## Key facts
- Governance Changes
  RETAIL OPPORTUNITY INVESTMENTS CORP: Added Article XIV to Bylaws designating exclusive forum for certain state law claims and Securities Act claims (effective 2024-11-06).
  - Change: bylaw amendment
  - Effective: 2024-11-06
  source text: On November 6, 2024, the Company Board approved and adopted an amendment (the “Bylaw Amendment”) to the Company’s Second Amended and Restated Bylaws (the “ Bylaws ”), to add a new Article XIV that provides that the Circuit Court for Baltimore City, Maryland, or, if that Court does not have jurisdiction, the United States District Court for the District of Maryland, Northern Division, shall be the sole and exclusive forum for state law claims for (a) any Internal Corporate Claim
  evidence_url: https://www.sec.gov/Archives/edgar/data/1407623/000119312524252545/0001193125-24-252545-index.htm

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