BlackRock Monticello Debt REIT raises $53.98M in private placement and anchor investment

BlackRock Monticello Debt Real Estate Investment Trust

Sold 1,059,496.66 Class F-I common shares at $26.5M in initial retail closing on July 1, 2025.
Entered anchor subscription agreements for at least $55M; issued 1,100,308.09 shares at $27.5M on July 1.
Total consideration of $53.98M received on July 1 for 2,159,804.75 Class F-I common shares.
Amended declaration of trust and share repurchase plan effective June 30, 2025.

item 1.01 item 3.02 item 5.03 item 8.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Governance Changes SEC 8-K Item 5.03/5.05/5.06 confidence 0.9

BlackRock Monticello Debt Real Estate Investment Trust: Executed Third Amended and Restated Declaration of Trust in connection with initial retail closing (effective 2025-06-30).

Change: charter amendment
Effective: 2025-06-30

Exact text from the filing

Effective on June 30, 2025, the Company executed its Third Amended and Restated Declaration of Trust (the “Declaration of Trust”) in connection with the initial retail closing of the offering of the Company’s common shares to persons other than the Company’s investment advisors and their affiliates, which amended and restated the Company’s Second Amended and Restated Declaration of Trust, dated May 6, 2025.

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Source: SEC EDGAR

accession 0001193125-25-156175

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