8-KOther EventsExhibits & Filings

ESSEX PROPERTY TRUST, INC. 8-K Report, Corporate Update (Mar 20, 2019)

Filed March 20, 2019For Securities:ESS

Summary

Essex Property Trust, Inc. (ESS), through its operating partnership, has announced the pricing of an additional $150 million aggregate principal amount of 4.000% Senior Notes due 2029. These notes will be fungible with the previously issued $350 million of the same notes, effectively creating a larger series of 2029 senior notes. The offering, conducted under an underwriting agreement with major financial institutions, aims to strengthen the company's financial position. The net proceeds from this offering are earmarked for repaying existing indebtedness under the company's unsecured line of credit facilities and for general corporate and working capital needs. This move is likely intended to manage its debt structure, potentially lower borrowing costs, and provide flexibility for ongoing operations and future investments. Investors should note that these notes are fully and unconditionally guaranteed by the parent company, Essex Property Trust, Inc., providing an additional layer of credit security.

Key Highlights

  • 1Essex Property Trust's operating partnership priced an additional $150 million of 4.000% Senior Notes due 2029.
  • 2These new notes are fungible with the existing $350 million of 4.000% Senior Notes due 2029 issued on February 11, 2019.
  • 3The total aggregate principal amount of the 2029 Senior Notes will now stand at $500 million.
  • 4The proceeds will be used to repay debt under the company's unsecured line of credit facilities.
  • 5The offering is intended to support general corporate and working capital purposes.
  • 6The notes are fully and unconditionally guaranteed by the parent company, Essex Property Trust, Inc.
  • 7The underwriting agreement was entered into with J.P. Morgan Securities LLC, Citigroup Global Markets Inc., U.S. Bancorp Investments, Inc., and Wells Fargo Securities, LLC as representatives of the underwriters.

Frequently Asked Questions

After this offering, the total aggregate principal amount of the 4.000% Senior Notes due 2029 will be $500 million ($350 million initially issued plus the additional $150 million).

The net proceeds will be used to repay indebtedness under its unsecured line of credit facilities and for other general corporate and working capital purposes.

Fungible means the new notes will be treated as part of the same series as the original notes. They will share the same terms, interest rate, maturity date, and CUSIP number, making them indistinguishable from the original issuance in the market.

Yes, the notes are fully and unconditionally guaranteed by Essex Property Trust, Inc., the parent company, which enhances the credit quality for noteholders.