---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-24-021442"
form_type: "8-K"
ticker: "WSR"
cik: "0001175535"
company_name: "Whitestone REIT"
filed_at: "2024-06-27T23:59:59+00:00"
generated_at: "2026-06-01T00:57:04.126055+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Whitestone REIT enters $56.3M mortgage loan at 6.23% fixed rate, maturing 2031

## Summary
- $56.34M non-recourse loan from Nationwide Life Insurance; 6.23% fixed interest, maturity July 1, 2031.
- Interest-only for first 36 months, then 30-year amortization; payments commence August 1, 2024.
- Loan secured by three properties (The Strand, Las Colinas Village, Scottsdale Seville) and related assets.
- Limited carveout guarantee from Whitestone REIT Operating Partnership; proceeds pay down floating-rate debt.
- Prepayment allowed in full only; no premium required on or after six months before maturity.

## SEC filing metadata
- accession: 0001437749-24-021442
- form_type: 8-K
- ticker: WSR
- cik: 0001175535
- company_name: Whitestone REIT
- filed_at: 2024-06-27T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1175535/000143774924021442/0001437749-24-021442-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1175535/000143774924021442/wstr20240627_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-24-021442
- JSON: https://secwatch.observer/filing/0001437749-24-021442.json
- Plain text: https://secwatch.observer/filing/0001437749-24-021442.txt

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