8-K - FORTRESS CREDIT REALTY INCOME TRUST | StockGist

AI Analysis

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Fortress Credit Realty Income Trust established Class F-I and Class F-S shares and amended its governing documents and advisory agreements to incorporate the new share classes effective March 23, 2026.

Key Takeaways

1The Company created Class F-I and Class F-S common shares with a 1.00% annual management fee on NAV.

2A 10.0% performance fee on Core Earnings applies, subject to a 5.0% annualized hurdle rate.

3New Shares repurchased within one year are subject to a 2% deduction from the repurchase price.

4The Fifth Amended and Restated Management Agreement was executed to reflect the inclusion of the New Shares.

5The Sixth Amended and Restated Declaration of Trust was adopted to designate the New Shares.

6The Share Repurchase Plan and Distribution Reinvestment Plan were amended to include the New Shares.

Current Report Details

Event Type

Material Agreement+3 More

Disclosure

Mandatory

Variant

8-K

Items Reported

1.01

hereof are hereby incorporated by reference into this Item 5.03. The foregoing description is only a summary of the material provisions of the Amended Declarati

Material Agreement

Source Document

5.03

. | Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. | |---|---| Sixth Amended and Restated Declaration of Trust On March 23, 2026, the

Charter Amendment

8.01

. | Other Events. | |---|---| Amended and Restated Share Repurchase Plan Effective March 23, 2026, the Company’s board of trustees (the “Board”) amended the Com

Other Event

9.01

. | Financial Statements and Exhibits. | |---|---| (d) Exhibits. | Exhibit No. | | Description | |---|---|---| | 3.1 | | Sixth Amended and Restated Declaration

Exhibits Only

Transaction Details

Material Agreement

Exhibits (6)

10.1

EXHIBIT 10.1

10.2

EXHIBIT 10.2

3.1

EXHIBIT 3.1

4.1

EXHIBIT 4.1

4.2

EXHIBIT 4.2

8-K