Data / Form D filings / BlackRock Monticello Debt Real Estate Investment Trust
BlackRock Monticello Debt Real Estate Investment Trust: Form D filings
BlackRock Monticello Debt Real Estate Investment Trust, a real estate finance company in New York, NY, filed 3 Form D notices with the SEC between 2025 and 2026. The latest, on August 13, 2026, reports $349.1 million sold of an offering with no set size to 955 investors.
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Company details from the filing
- Address
- 50 HUDSON YARDS, New York, NY, 10001
- Phone
- (212) 810-5300
- Industry
- REITS and Finance
- Entity type
- Other
- Incorporated in
- Maryland
- Year incorporated
- 2024
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2049595
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026 | Amendment | Indefinite | $349,137,503 | 955 | Jul 1, 2025 | sec.gov | |
| Dec 12, 2025 | Amendment | Indefinite | $115,183,500 | 202 | Jul 1, 2025 | sec.gov | |
| May 9, 2025 | New notice | Indefinite | $0 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Daniel Dunay | Executive Officer, Director | Executive Chairperson |
| Robert P. Karnes | Executive Officer | President |
| Barry W. Szarvas Jr. | Executive Officer | Chief Financial Officer |
| Marc A. Fox | Executive Officer | Treasurer |
| James E. Rehlaender III | Executive Officer | Executive Vice President |
| Alan G. Litt | Executive Officer | Executive Vice President |
| Jonathan M. Litt | Executive Officer | Assistant Treasurer |
| Robert J. Weiss | Executive Officer | Secretary, General Counsel |
| Thomas J. Lally | Director | Trustee |
| Jill S. Hatton | Director | Trustee |
| Larry LaGrone | Director | Trustee |
| Thomas F. Troy | Director | Trustee |
Other real estate finance companies in New York that filed recently
- Cohen & Steers Income Opportunities REIT, Inc. $15.6 million · Oct 28, 2026
- J.P. Morgan Real Estate Income Trust, Inc. $301.1 million · Oct 27, 2026
- Apollo Realty Income Solutions, Inc. $2.7 million · Oct 19, 2026
- BDT & MSD (T) III Credit REIT, LLC $125,000 · Oct 15, 2026
- ARROW PROPERTIES INC /NY offering · Oct 13, 2026
- J.P. Morgan REIT (US Plan) LLC offering · Oct 5, 2026
Every Form D from the week of Aug 10, 2026 · All recent filings in New York · All recent REITS and Finance filings
Read from SEC EDGAR. Amount sold is what BlackRock Monticello Debt Real Estate Investment Trust reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.