Essex Property Trust Files 8-K

Essex Portfolio LP 8-K Filing Summary
FieldDetail
CompanyEssex Portfolio LP
Form Type8-K
Filed DateDec 4, 2025
Risk Levellow
Pages3
Reading Time3 min
Key Dollar Amounts$350.0 million, $450.0 million
Sentimentneutral

Sentiment: neutral

Topics: 8-K, real-estate, filing

Related Tickers: ESS

TL;DR

ESS filed an 8-K on 12/4/25 for Essex Portfolio LP, covering other events and financials.

AI Summary

Essex Property Trust, Inc. (ESS) filed an 8-K on December 4, 2025, reporting on other events and financial statements and exhibits. The filing pertains to Essex Portfolio LP, a related entity, and was effective as of December 3, 2025. The company is a Real Estate Investment Trust based in San Mateo, California.

Why It Matters

This 8-K filing provides updates on Essex Property Trust's corporate activities and financial reporting, which is crucial for investors to stay informed about the company's status and any material events.

Risk Assessment

Risk Level: low — The filing is a standard 8-K report for corporate events and financial disclosures, not indicating any immediate or significant risks.

Key Numbers

  • 20251204 — Filing Date (Date the 8-K was officially filed with the SEC.)
  • 20251203 — Effective Date (The date as of which the reported events or information became effective.)

Key Players & Entities

  • ESSEX PROPERTY TRUST, INC. (company) — Filer
  • ESSEX PORTFOLIO LP (company) — Related Entity
  • San Mateo, CA (location) — Company Headquarters

FAQ

What is the primary purpose of this 8-K filing?

This 8-K filing reports on 'Other Events' and 'Financial Statements and Exhibits' for Essex Property Trust, Inc. and Essex Portfolio LP.

Who is the primary filer of this report?

The primary filer is ESSEX PROPERTY TRUST, INC., with Central Index Key 0000920522.

What is the business address of Essex Property Trust, Inc.?

The business address is 1100 Park Place, Suite 200, San Mateo, CA 94403.

What is the SIC code for Essex Property Trust, Inc.?

The Standard Industrial Classification (SIC) code is 6798, which corresponds to Real Estate Investment Trusts.

When was the reported period of the report?

The conformed period of the report is 20251203.

Filing Stats: 815 words · 3 min read · ~3 pages · Grade level 9.8 · Accepted 2025-12-03 21:44:26

Key Financial Figures

  • $350.0 million — ffering by the Operating Partnership of $350.0 million aggregate principal amount of the Opera
  • $450.0 million — epayment of the Operating Partnership's $450.0 million aggregate principal amount outstanding

Filing Documents

01. Other Events

Item 8.01. Other Events. On December 3, 2025, Essex Property Trust, Inc. (the "Company") and Essex Portfolio, L.P. (the "Operating Partnership") entered into an underwriting agreement (the "Underwriting Agreement") with Wells Fargo Securities, LLC and J.P. Morgan Securities LLC, as representatives of the several underwriters named therein (the "Underwriters"), in connection with the public offering by the Operating Partnership of $350.0 million aggregate principal amount of the Operating Partnership's 4.875% senior notes due 2036 (the "Notes"). The Notes will be fully and unconditionally guaranteed by the Company. The press release announcing the pricing of the Notes is filed as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The Operating Partnership intends to use the net proceeds of this offering to repay upcoming debt maturities, including to fund a portion of the repayment of the Operating Partnership's $450.0 million aggregate principal amount outstanding of 3.375% senior notes due April 2026, and for other general corporate and working capital purposes, which may include the funding of potential acquisition opportunities. Pending application of the net proceeds from the offering for the foregoing purposes, such proceeds initially may be used to fund the repayment of outstanding indebtedness under the Operating Partnership's commercial paper program and unsecured credit facilities and/or invested in short-term securities . Neither the press release nor this Current Report on Form 8-K constitutes an offer to sell or the solicitation of an offer to buy any securities nor will there be any sale of these securities in any jurisdiction in which, or to any person to whom, such offer, solicitation or sale would be unlawful. The foregoing description of the Underwriting Agreement does not purport to be complete and is qualified in its entirety by the full text of the Underwriting Agreement, which is being filed as Exhibit 1

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 1.1 Underwriting Agreement, dated December 3, 2025 , among Essex Portfolio, L.P., Essex Property Trust, Inc., Wells Fargo Securities, LLC and J.P. Morgan Securities LLC, as representatives of the Underwriters. 99.1 Press release issued by Essex Property Trust, Inc. on December 3, 2025 . 104 Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document.

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrants have duly caused this report to be signed on their behalf by the undersigned, hereunto duly authorized. Date: December 3, 2025 ESSEX PROPERTY TRUST, INC. /s/ Barbara Pak Name: Barbara Pak Title: Executive Vice President and Chief Financial Officer ESSEX PORTFOLIO, L.P. By: Essex Property Trust, Inc. its General Partner /s/ Barbara Pak Name: Barbara Pak Title: Executive Vice President and Chief Financial Officer

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