---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-22-022738"
form_type: "8-K"
ticker: "WSR"
cik: "0001175535"
company_name: "Whitestone REIT"
filed_at: "2022-09-19T23:59:59+00:00"
generated_at: "2026-06-23T08:44:56.298661+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Whitestone REIT closes $515M unsecured credit facility; extends maturities to 2026-2028

## Summary
- Revolver: $250M, matures Sep 16, 2026, with two 6-month extension options to Sep 2027.
- Term loan: $265M, matures Jan 31, 2028; interest fixed via swaps (SOFR+1.55%) at tiered fixed SOFR rates.
- Proceeds of $379.6M used to repay prior revolver balance at closing.
- Facility includes ESG-linked pricing adjustment and accordion feature to increase capacity to $715M.
- BMO Capital Markets acted as administrative agent; lenders include Truist, Capital One, U.S. Bank.

## SEC filing metadata
- accession: 0001437749-22-022738
- form_type: 8-K
- ticker: WSR
- cik: 0001175535
- company_name: Whitestone REIT
- filed_at: 2022-09-19T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1175535/000143774922022738/0001437749-22-022738-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1175535/000143774922022738/wstr20220916_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-22-022738
- JSON: https://secwatch.observer/filing/0001437749-22-022738.json
- Plain text: https://secwatch.observer/filing/0001437749-22-022738.txt

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