secwatch / observer
8-K filed May 29, 2025, 7:59 PM ET CIK 0002049595
debt confidence high sentiment neutral materiality 0.60

BlackRock Monticello Debt Real Estate Investment Trust: debt financing — BlackRock Monticello Debt REIT secures $43.9M revolver, $150M repurchase facility, sells $6.5M equity

BlackRock Monticello Debt Real Estate Investment Trust

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.99

BlackRock Monticello Debt Real Estate Investment Trust incurred credit facility of initial amount of $150 million, which may be increased to $300 million with Natixis, New York Branch at Term SOFR for a one month period plus a margin as agreed upon by Natixis and Sel maturing May 23, 2028.

Instrument
credit facility
Principal
initial amount of $150 million, which may be increased to $300 million
Counterparty
Natixis, New York Branch
Rate
Term SOFR for a one month period plus a margin as agreed upon by Natixis and Sel
Maturity
May 23, 2028
Event
incurrence
Exact text from the filing
On May 23, 2025, BLKM I, LLC (the “Seller”), an indirect, wholly-owned special-purpose financing subsidiary of the Company, entered into a Master Repurchase Agreement and Securities Contract (together with the related transaction documents, the “Repurchase Agreement”), with Natixis, New York Branch (“Natixis”), to finance the acquisition by the Seller of eligible loans as more particularly described in the Repurchase Agreement. The Repurchase Agreement provides for asset purchases by Natixis for an initial amount of $150 million, which may be increased to $300 million, subject to the consent of Natixis, in its sole discretion.
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Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.99

BlackRock Monticello Debt Real Estate Investment Trust incurred revolving credit of up to a maximum aggregate availability of $43,875,000 with JPMorgan Chase Bank, N.A. at Term Secured Overnight Financing Rate plus 1.95% maturing May 21, 2026.

Instrument
revolving credit
Principal
up to a maximum aggregate availability of $43,875,000
Counterparty
JPMorgan Chase Bank, N.A.
Rate
Term Secured Overnight Financing Rate plus 1.95%
Maturity
May 21, 2026
Event
incurrence
Exact text from the filing
On May 22, 2025, BlackRock Monticello Debt Real Estate Investment Trust, a Maryland statutory trust (the “Company”), as borrower, entered into a revolving credit agreement (as it may be amended from time to time, the “Credit Agreement”) with JPMorgan Chase Bank, N.A. (“JPM”), as lender. The Credit Agreement provides for revolving loans of up to a maximum aggregate availability of $43,875,000.
View on SEC.gov

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Source: SEC EDGAR
accession 0001193125-25-129612
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