Alterra IOS Secures $343 Million Loan Commitment from Truist, Bank of Montreal

Alterra IOS Secures $343 Million Loan Commitment from Truist, Bank of Montreal

Benzinga
July 16, 2025

PHILADELPHIA, July 16, 2025 (GLOBE NEWSWIRE) -- Alterra IOS ("Alterra"), a prominent player in the industrial outdoor storage (IOS) sector that has acquired over 350 sites nationwide, announced the successful closing of a $343.6 million loan facility arranged by Truist Financial Corp. (NYSE:TFC) and Bank of Montreal (NYSE:BMO). The financing, secured across 64 IOS properties in 22 states, was executed on behalf of Alterra IOS Venture II, a closed-end Fund with $524 million of equity commitments.

"This transaction highlights the value of Alterra's continued partnership with Truist and Bank of Montreal, both of which worked closely with us to address our needs and objectives from a lending perspective," said Alterra IOS Chief Financial Officer Scott Whittle. "This commitment underscores institutional lenders' growing confidence in the underlying fundamentals of the IOS asset class."

"Alterra's strategic aggregation of IOS locations aligns with our view of the long-term growth drivers supporting this asset class," said Kim Liautaud, Head, U.S. Commercial Real Estate, BMO. "We believe Alterra has built a differentiated platform well-positioned to meet the enduring demand for IOS assets. We are pleased to expand our relationship with a proven operator in this space."

"This investment represents a continuation of our commitment to supporting high-performing, vertically integrated owner-operators in the logistics and industrial space," said Nadia Mahmoud, Managing Director, Real Estate Corporate & Investment Banking, Truist Financial Corp. "Alterra has demonstrated a clear and differentiated approach to value creation in the IOS sector, and we are pleased to deepen our relationship with their platform."

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