---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-24-031113"
form_type: "8-K"
ticker: "WSR"
cik: "0001175535"
company_name: "Whitestone REIT"
filed_at: "2024-10-11T23:59:59+00:00"
generated_at: "2026-05-30T15:13:43.652196+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Whitestone REIT subsidiary enters $20M incremental term loan at 5.165% fixed rate via swap

## Summary
- New $20M Series One Incremental Term Loan under existing credit agreement, matures Jan 31, 2028.
- Interest rate fixed at 5.165% all-in (3.665% swap rate plus 1.5% credit spread).
- Proceeds used to reduce outstanding revolving credit borrowings.
- Lender: Associated Bank, National Association; administrative agent: Bank of Montreal.

## SEC filing metadata
- accession: 0001437749-24-031113
- form_type: 8-K
- ticker: WSR
- cik: 0001175535
- company_name: Whitestone REIT
- filed_at: 2024-10-11T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1175535/000143774924031113/0001437749-24-031113-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1175535/000143774924031113/wstr20241010_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-24-031113
- JSON: https://secwatch.observer/filing/0001437749-24-031113.json
- Plain text: https://secwatch.observer/filing/0001437749-24-031113.txt

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