8-KMaterial AgreementsFinancial EventsExhibits & Filings

EQUITY RESIDENTIAL 8-K Report, Material Agreement (Nov 3, 2016)

Filed November 3, 2016For Securities:EQR

Summary

Equity Residential (EQR), through its operating partnership ERP Operating Limited Partnership, has entered into a new $2.0 billion unsecured revolving credit agreement, replacing a prior facility. This new agreement, effective November 3, 2016, extends the maturity date to January 10, 2022, providing a longer-term financing solution. The company also retains the flexibility to increase the facility size by an additional $750 million. This refinancing demonstrates EQR's commitment to maintaining a strong liquidity position and managing its debt effectively. Investors should note that Equity Residential remains a guarantor of the operating partnership's obligations under this new credit facility, ensuring financial backing. The terms, including interest rates and facility fees, are tied to the company's credit rating, offering a cost-efficient structure that aligns with its financial health.

Key Highlights

  • 1EQR's operating partnership secured a new $2.0 billion unsecured revolving credit agreement on November 3, 2016.
  • 2The new credit facility has an extended maturity date of January 10, 2022, compared to the previous facility's April 2, 2018 maturity.
  • 3EQR remains a guarantor for the operating partnership's obligations under the new credit facility.
  • 4The facility allows for a potential increase of up to $750 million in borrowing capacity.
  • 5Interest rates are based on LIBOR plus a spread, currently 82.5 basis points, dependent on EQR's credit rating.
  • 6An annual facility fee of 12.5 basis points, also based on credit rating, is applicable.
  • 7The agreement replaces the previous revolving credit facility.

Frequently Asked Questions

This filing announces the entry into a material definitive agreement, specifically a new $2.0 billion unsecured revolving credit agreement by ERP Operating Limited Partnership, the operating partnership of Equity Residential (EQR). This new agreement replaces a prior credit facility and extends its maturity.

The new credit facility is for $2.0 billion, matures on January 10, 2022, and has an option to be increased by an additional $750 million. The interest rate is LIBOR plus a spread (currently 82.5 basis points), and there is an annual facility fee (currently 12.5 basis points), both dependent on EQR's long-term debt credit rating.

Yes, Equity Residential (EQR), as the sole general partner of ERP Operating Limited Partnership, remains a guarantor of the operating partnership's obligations under this new credit facility.

This new facility provides EQR with enhanced financial flexibility, a longer-term liquidity source by extending the maturity date, and the potential to increase borrowing capacity. The terms being tied to credit ratings suggest a favorable cost of capital aligned with the company's financial health.