KKR Infrastructure Conglomerate LLC 8-K

What Happened
KKR Infrastructure Conglomerate LLC filed a Form 8-K reporting that certain indirect subsidiaries (the "Borrowers") entered into a Second Amendment to the revolving credit agreement on January 27, 2026. The original Agreement dated April 3, 2024 remains in place; the Amendment (included as Exhibit 10.1) updates the Agreement to address the possibility that one or more Borrowers may be taxed as real estate investment trusts (REITs) under the Internal Revenue Code. Mizuho Bank, Ltd. serves as joint lead arranger, administrative agent and collateral agent, and KKR Capital Markets LLC is a joint lead arranger.

Key Details

• Amendment date: January 27, 2026; original Agreement dated April 3, 2024.
• Purpose: revisions to the credit agreement in contemplation of one or more Borrowers being taxed as REITs.
• Agents/arrangers: Mizuho Bank, Ltd. (joint lead arranger, administrative agent, collateral agent) and KKR Capital Markets LLC (joint lead arranger).
• Material terms: other than the REIT-related updates described, the filing states the material terms of the Agreement remain unchanged.

Why It Matters
The amendment is a targeted legal/tax accommodation designed to ensure the credit facility remains operable if subsidiaries convert to or are treated as REITs. For investors, this signals the company is taking steps to preserve borrowing capacity and contractual continuity for the affected subsidiaries without broadly changing loan economics or covenants (per the filing). The full amendment text is filed as Exhibit 10.1 for those seeking the precise contractual language.