Form D · REITS and Finance
BlackRock Monticello Debt Real Estate Investment Trust
New York, NY · CIK 0002049595
Offering snapshot reported Aug 13, 2026 · SEC filing
- Reported sold
- $349M Indefinite offering
- Investors reported
- 955 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 1, 2025 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$115,183,500 → $349,137,503
- Reported investors202 → 955
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 13, 2026 | Amendment | $349,137,503 | $233,954,003vs Dec 12, 2025 | 955 | SEC filing |
| Dec 12, 2025 | Amendment | $115,183,500 | No comparison | 202 | SEC filing |
| May 9, 2025 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $7M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-545656
Any commissions are paid from a potential investor directly to such financial intermediaries in amounts that are in the discretion of the financial intermediaries and the Issuer is not able to estimate the amount of such commissions.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| BlackRock Investments, LLC | 38642 | BlackRock Investments, LLC · CRD 38642 |
| UBS Financial Services Inc. | 8174 | UBS Financial Services Inc. · CRD 8174 |
| Citigroup Global Markets Inc. | 7059 | Citigroup Global Markets Inc. · CRD 7059 |
Source: Form D, filed Aug 13, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Daniel Dunay | Director, Executive |
| Marc A. Fox | Executive |
| Jill S. Hatton | Director |
| Robert P. Karnes | Executive |
| Larry La Grone | Director |
| Thomas J. Lally | Director |
| Jonathan M. Litt | Executive |
| Alan G. Litt | Executive |
| James E. Rehlaender Iii | Executive |
| Barry W. Szarvas Jr. | Executive |
| Thomas F. Troy | Director |
| Robert J. Weiss | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
50 Hudson Yards
New York, NY, 10001
New York, NY, 10001