BlackRock Monticello Debt Real Estate Investment Trust 8-K

What Happened
BlackRock Monticello Debt Real Estate Investment Trust filed an 8-K on January 5, 2026 disclosing that on January 2, 2026 it sold a total of 807,096.4118 common shares for aggregate consideration of $20,270,500. The shares were sold to third‑party investors and to one or more officers and trustees of the Company as part of its continuous private offering. The offer and sale were made under exemptions to registration provided by Section 4(a)(2) and Rule 506 of Regulation D.

Key Details

• Total shares sold: 807,096.4118 common shares for $20,270,500 aggregate consideration.
• Breakdown by class:
  • Class F‑I Common Shares: 222,150.9455 shares for $5,575,500
  • Class E Common Shares: 31,844.5984 shares for $800,000
  • Class F‑S Common Shares: 553,100.8679 shares for $13,925,850 (includes $30,850 upfront selling commission)
• Purchasers included third‑party investors and one or more officers/trustees; upfront selling commissions and dealer manager fees were paid.
• Sale exempt from registration under Section 4(a)(2) and Rule 506 of Regulation D.

Why It Matters
This filing reports a private capital raise of $20.27 million through issuance of new common shares. For existing or prospective investors, the primary effects to note are that the company received additional capital and that issuing new shares can have a dilutive effect on existing holders’ percentage ownership and per‑share metrics. The transaction was completed under Regulation D exemptions, meaning the shares were not registered for public resale.