---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-284645"
form_type: "8-K"
ticker: null
cik: "0002049595"
company_name: "BlackRock Monticello Debt Real Estate Investment Trust"
filed_at: "2025-11-17T23:59:59+00:00"
generated_at: "2026-05-16T19:24:47.610464+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# BlackRock Monticello Debt REIT boosts credit facility to $235M in Amendment No. 2

## Summary
- Maximum loan amount under credit agreement increased from $160M to $235M via Amendment No. 2 dated Nov 12, 2025.
- Sunwest Bank and Dime Community Bank join as new lenders under the facility.
- Borrower is BLKM III, LLC; BlackRock Monticello Debt REIT remains guarantor; Customers Bank is administrative agent.
- Upfront fee of $212,500 paid to administrative agent; agency fee of $12,500 in connection with new lenders.
- No other material changes to the credit agreement terms.

## SEC filing metadata
- accession: 0001193125-25-284645
- form_type: 8-K
- cik: 0002049595
- company_name: BlackRock Monticello Debt Real Estate Investment Trust
- filed_at: 2025-11-17T23:59:59+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/2049595/000119312525284645/0001193125-25-284645-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2049595/000119312525284645/d19253d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-284645
- JSON: https://secwatch.observer/filing/0001193125-25-284645.json
- Plain text: https://secwatch.observer/filing/0001193125-25-284645.txt

## Key facts
- Debt Financings
  BlackRock Monticello Debt Real Estate Investment Trust amended credit facility of $235,0000,000 with Customers Bank.
  - Instrument: credit facility
  - Principal: $235,0000,000
  - Counterparty: Customers Bank
  - Event: amendment
  source text: which further increased the maximum loan amount under the Credit Agreement to $235,0000,000.
  evidence_url: https://www.sec.gov/Archives/edgar/data/2049595/000119312525284645/0001193125-25-284645-index.htm

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