Capital Flow Monitor · Sponsors · CIK 2049595
BlackRock Monticello Debt Real Estate Investment Trust
50 HUDSON YARDS, NEW YORK, NY, 10001 · 212 810-5300
REITS and Finance · Other· inc. MARYLAND true 2024
Fit score
36
- filed<=4mo+12
- placement_agent+12
- industry:REITS and Finance+8
- people+4
Offering
—
Sold
$349.1M
% sold
—
Investors
955
Min investment
$0
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-08-13 | D/A ·current | 506(b) | — | $349.1M | — | 955 | EDGAR ↗ |
| 2025-12-12 | D/A | 506(b) | — | $115.2M | — | 202 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
- Daniel Dunay — Executive Officer / Director, New York, NY
- Robert P. Karnes — Executive Officer, New York, NY
- Barry W. Szarvas Jr. — Executive Officer, New York, NY
- Marc A. Fox — Executive Officer, New York, NY
- James E. Rehlaender III — Executive Officer, New York, NY
- Alan G. Litt — Executive Officer, New York, NY
- Jonathan M. Litt — Executive Officer, New York, NY
- Robert J. Weiss — Executive Officer, New York, NY
- Thomas J. Lally — Director, New York, NY
- Jill S. Hatton — Director, New York, NY
- Larry LaGrone — Director, New York, NY
- Thomas F. Troy — Director, New York, NY
Placement agents
- Ubs Financial Services Inc. · 18 RE raises
- Citigroup Global Markets Inc. · 4 RE raises
- Blackrock Investments, Llc · 2 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.