---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-002482"
form_type: "8-K"
ticker: null
cik: "0002049595"
company_name: "BlackRock Monticello Debt Real Estate Investment Trust"
filed_at: "2026-01-05T23:59:59+00:00"
generated_at: "2026-05-16T11:44:38.163956+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# BlackRock Monticello sells ~807K shares for $20.3M in private placement

## Summary
- Sold 222,150.9 Class F-I shares ($5.58M) and 31,844.6 Class E shares ($800K) to third parties.
- Sold 553,100.9 Class F-S shares ($13.93M), including $30,850 in upfront commissions.
- Offer exempt under Section 4(a)(2) and Rule 506 of Regulation D; buyers included officers and trustees.

## SEC filing metadata
- accession: 0001193125-26-002482
- form_type: 8-K
- cik: 0002049595
- company_name: BlackRock Monticello Debt Real Estate Investment Trust
- filed_at: 2026-01-05T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 3.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2049595/000119312526002482/0001193125-26-002482-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2049595/000119312526002482/d95536d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-002482
- JSON: https://secwatch.observer/filing/0001193125-26-002482.json
- Plain text: https://secwatch.observer/filing/0001193125-26-002482.txt

## Key facts
- Equity Issuances
  BlackRock Monticello Debt Real Estate Investment Trust issued 807,096.4118 common shares of common stock to third party investors and one or more officers and trustees for $20,270,500.
  - Security: common stock
  - Shares: 807,096.4118 common shares
  - Purchaser: third party investors and one or more officers and trustees
  - Consideration: $20,270,500
  source text: on January 2, 2026, the Company sold an aggregate of 807,096.4118 common shares (the “Shares”) for aggregate consideration of $20,270,500 to third party investors and one or more officers and trustees of the Company, plus applicable upfront selling commissions and dealer manager fees
  evidence_url: https://www.sec.gov/Archives/edgar/data/2049595/000119312526002482/0001193125-26-002482-index.htm

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