# EDGAR Filing Document

**Accession Number:** 0001946997
**File Stem:** 0001193125-26-080857
**Filing Date:** 2026-2
**Character Count:** 16248
**Document Hash:** 0f4b3fe36d63fb0b622067ba431bda65
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-080857.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0001193125-26-080857

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 11

**CONFORMED PERIOD OF REPORT**: 20260224

**ITEM INFORMATION**: Entry into a Material Definitive Agreement

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** EQT Exeter Real Estate Income Trust, Inc.
- **CENTRAL INDEX KEY:** 0001946997
- **STANDARD INDUSTRIAL CLASSIFICATION:** REAL ESTATE INVESTMENT TRUSTS [6798]
- **ORGANIZATION NAME:** 05 Real Estate & Construction
- **EIN:** 884108741
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 333-273163
- **FILM NUMBER:** 26695087

**BUSINESS ADDRESS:**
- **STREET 1:** FIVE RADNOR CORPORATE CENTER
- **STREET 2:** 100 MATSONFORD ROAD SUITE 250
- **CITY:** RADNOR
- **STATE:** PA
- **ZIP:** 19087
- **BUSINESS PHONE:** 6108283200

**MAIL ADDRESS:**
- **STREET 1:** FIVE RADNOR CORPORATE CENTER
- **STREET 2:** 100 MATSONFORD ROAD SUITE 250
- **CITY:** RADNOR
- **STATE:** PA
- **ZIP:** 19087

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** EQT Exeter Real Estate Income Trust Inc.
- **DATE OF NAME CHANGE:** 20220916

?xml version='1.0' encoding='ASCII'? 8-K

**UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549**

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## FORM 8-K

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**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported):** February 24, 2026<br>

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EQT Exeter Real Estate Income Trust, Inc.

**(Exact name of Registrant as Specified in Its Charter)**

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| | | |
|:---|:---|:---|
| Maryland | 333-273163 | 88-4108741 |
| **(State or Other Jurisdiction<br>of Incorporation)** | **(Commission File Number)** | **(IRS Employer<br>Identification No.)** |
| Five Radnor Corporate Center<br>100 Matsonford Road, Suite 250 |  |  |
| Radnor**,** Pennsylvania |  | 19087 |
| **(Address of Principal Executive Offices)** |  | **(Zip Code)** |

---

**Registrant's Telephone Number, Including Area Code:** 610 828-3200<br>

Not Applicable

**(Former Name or Former Address, if Changed Since Last Report)**

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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

**Securities registered pursuant to Section 12(b) of the Act:**

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| | | |
|:---|:---|:---|
| **<br>Title of each class** | **Trading<br>Symbol(s)** | **<br>Name of each exchange on which registered** |
| None | N/A | N/A |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☒

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**Item 1.01 Entry into a Material Definitive Agreement.**

On February 24, 2026, EQT Exeter Real Estate Income Trust, Inc. (the "Company"), EQT Exeter REIT Operating Partnership LP (the "Operating Partnership"), and EQT Real Estate, LLC (the "Adviser") entered into an amendment (the "Amendment") to the Amended and Restated Advisory Agreement, dated March 19, 2024, as renewed and extended pursuant to the Renewal Agreement of Amended and Restated Advisory Agreement, dated July 31, 2024, as amended pursuant to Amendment No. 1 to the Amended and Restated Advisory Agreement, dated February 27, 2025, and as further renewed and extended pursuant to the Second Renewal Agreement of Amended and Restated Advisory Agreement, dated July 31, 2025 (collectively, the "Advisory Agreement").

Under the Advisory Agreement, the Adviser agreed to advance all of the Company's organization and offering expenses on the Company's behalf (excluding upfront selling commissions, dealer manager fees and distribution fees) through March 19, 2026, the second anniversary of the date on which the Company broke escrow in its public offering, at which point the Company was to reimburse the Adviser for all such advanced expenses ratably over the 60 months following March 19, 2026. In addition, the Adviser agreed to advance on the Company's behalf certain of the Company's general and administrative expenses through the earlier of (a) the first date that the aggregate net asset value ("NAV") of the Company's outstanding shares of common stock, along with Operating Partnership units held by parties other than the Company, reached $1.0 billion and (b) March 19, 2026, the second anniversary of the date on which the Company broke escrow for its public offering, at which point the Company was to reimburse the Adviser for all such advanced expenses ratably over the 60 months following such date.

The Amendment extends the period over which the Adviser will advance such expenses and makes a corresponding adjustment to the Company's obligation to reimburse such advanced expenses. Pursuant to the Amendment, the Adviser will advance the organization and offering expenses described above through March 19, 2027, the third anniversary of the date on which the Company broke escrow in its public offering, at which point the Company will reimburse the Adviser for all such expenses ratably over the 60 months following March 19, 2027. In addition, under the Amendment, the Adviser will advance on the Company's behalf certain of the Company's general and administrative expenses through the earlier of (a) the first date that the aggregate NAV of the Company's outstanding shares of common stock, along with Operating Partnership units held by parties other than the Company, reaches $1.0 billion and (b) March 19, 2027, the third anniversary of the date on which the Company broke escrow for its public offering, at which point the Company will reimburse the Adviser for all such advanced expenses ratably over the 60 months following such date.

**Item 7.01 Regulation FD Disclosure.**

**February 2026 Distributions**

On February 27, 2026, the Company declared distributions for each outstanding class of its common stock in the amount per share set forth below:

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| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | **February 28, 2026 Record Date Distribution** | **February 28, 2026 Record Date Distribution** | **February 28, 2026 Record Date Distribution** | **February 28, 2026 Record Date Distribution** | **February 28, 2026 Record Date Distribution** | **February 28, 2026 Record Date Distribution** |
|  | **Gross Distribution** | **Gross Distribution** | **Distribution Fee** | **Distribution Fee** | **Net Distribution** | **Net Distribution** |
| Class E Common Stock | $— | 0.04326 | $— | - | $— | 0.04326 |
| Class I Common Stock | $— | 0.04326 | $— | - | $— | 0.04326 |
| Class A-I Common Stock | $— | 0.04326 | $— | - | $— | 0.04326 |
| Class A-II Common Stock | $— | 0.04326 | $— | - | $— | 0.04326 |
| Class T Common Stock | $— | 0.04326 | $— | (0.00710) | $— | 0.03616 |

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As of February 27, 2026, the Company had no outstanding shares of Class S or Class D common stock. The net distributions for each class of common stock (which represents the gross distributions less distribution fees for the applicable class of common stock) are payable to stockholders of record immediately following the close of business on the record date set forth above. These distributions will be paid on or about March 10, 2026 and will be paid in cash or reinvested in shares of the Company's common stock for stockholders participating in the Company's distribution reinvestment plan.

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**Item 9.01 Financial Statements and Exhibits.**

(d) *<u>Exhibits</u>*

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| | |
|:---|:---|
| **Exhibit**<br>**No.** | **Description** |
| [<u>10.1</u>](ck0001946997-ex10_1.htm) | [<u>Amendment No. 2, dated February 24, 2026, to the Amended and Restated Advisory Agreement, dated March 19, 2024, as renewed and extended pursuant to the Renewal Agreement of Amended and Restated Advisory Agreement, dated July 31, 2024, as amended pursuant to Amendment No. 1 to the Amended and Restated Advisory Agreement, dated February 27, 2025, and as further renewed and extended pursuant to the Second Renewal Agreement of Amended and Restated Advisory Agreement, dated July 31, 2025</u>](ck0001946997-ex10_1.htm) |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | | |
|:---|:---|:---|:---|
| **Dated:** | February 27, 2026 | **EQT Exeter Real Estate Income Trust, Inc.** | **EQT Exeter Real Estate Income Trust, Inc.** |
|  |  | By: | /s/ J. Peter Lloyd |
|  |  | Name: | J. Peter Lloyd |
|  |  | Title: | Chief Financial Officer and Director |
|  |  |  | (Principal Financial Officer) |

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## Exhibit 10.1

**Exhibit 10.1**

**AMENDMENT NO. 2**

**TO THE**

**AMENDED AND RESTATED ADVISORY AGREEMENT**

THIS AMENDMENT NO. 2 TO THE AMENDED AND RESTATED ADVISORY AGREEMENT (this "**Amendment**") is made and entered into as of February 24, 2026, by and among EQT Exeter Real Estate Income Trust, Inc., a Maryland corporation (the "**Company**"), EQT Exeter REIT Operating Partnership LP, a Delaware limited partnership (the "**Operating Partnership**"), and EQT Real Estate, LLC, a Delaware limited liability company (the "**Adviser**"). Capitalized terms used herein but not defined shall have the meaning set forth in the Advisory Agreement (as defined below).

WHEREAS, the Company, the Operating Partnership and the Adviser are parties to that certain Amended and Restated Advisory Agreement, dated March 19, 2024, as renewed and extended pursuant to that Renewal Agreement of Amended and Restated Advisory Agreement, dated July 31, 2024, as amended pursuant to that Amendment No. 1 to the Amended and Restated Advisory Agreement, dated February 27, 2025, and as further renewed and extended pursuant to that Second Renewal Agreement of Amended and Restated Advisory Agreement, dated July 31, 2025 (collectively, the "**Advisory Agreement**");

WHEREAS, the Advisory Agreement provides that the Adviser will advance certain costs and expenses of the Company as set forth in Section 11(f) and Section 11(g) thereof, which advanced costs and expenses will be reimbursed by the Company; and

WHEREAS, the Company, the Operating Partnership and the Adviser desire to amend Section 11(f) and Section 11(g) of the Advisory Agreement to modify the terms of the advance by the Adviser and the timing of reimbursement by the Company for such advanced costs and expenses.

NOW, THEREFORE, in consideration of the mutual agreements and covenants contained herein, and for other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Company, the Operating Partnership and the Advisor agree as follows:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**1.** **Amendment to the Advisory Agreement.** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;a.Section 11(f) of the Advisory Agreement is hereby deleted and replaced in its entirety with the following:

"(f) Notwithstanding the foregoing, the Adviser shall pay for all Organization and Offering Expenses (other than Selling Commissions and Distribution Fees) incurred prior to the third anniversary of the Commencement Date. All Organization and Offering Expenses paid by the Adviser pursuant to this Section 11(f) shall be reimbursed by the Company to the Adviser in 60 equal monthly installments commencing with the first month following the third anniversary of the Commencement Date."

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;b.Section 11(g) of the Advisory Agreement is hereby deleted and replaced in its entirety with the following:

"(g) Notwithstanding anything herein to the contrary, the Adviser may pay for certain of the costs and expenses of the Company contemplated by Section 11(c)

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above (excluding Organization and Offering Expenses) incurred through the earlier of (i) the first date that the aggregate NAV of the Company's Common Shares, along with the Operating Partnership units held by parties other than the Company, reaches $1.0 billion and (ii) the third anniversary of the Commencement Date. Subject to Section 13, all such expenses paid by the Adviser pursuant to this Section 11(g) shall be reimbursed by the Company to the Adviser in 60 equal monthly installments commencing with the first month following such date."

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**2.** **Ratification; Effect on Advisory Agreement.**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;a.Ratification. The Advisory Agreement, as amended hereby, shall remain in full force and effect and is hereby ratified and confirmed in all respects.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;b.Effect on the Advisory Agreement. On and after the date hereof, each reference in the Advisory Agreement to "this Agreement," "herein," "hereof," "hereunder," or words of similar import shall mean and be a reference to the Advisory Agreement as amended hereby. In the event of any conflict between the terms and provisions of this Amendment and the terms and provisions of the Advisory Agreement, the terms and provisions of this Amendment shall, in all instances, control and prevail.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**3.** **Counterparts.** This Amendment may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon, and all of which shall together constitute one and the same instrument. Executed copies hereof may be delivered by e-mail or facsimile and, upon receipt, shall be deemed originals and binding upon the parties hereto.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**4.** **Modification.** This Amendment shall not be changed, modified, terminated, or discharged, in whole or in part, except by an instrument in writing signed by the parties hereto, or their respective successors or assignees.

*Signature page follows.*

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IN WITNESS WHEREOF, the parties hereto have executed this Amendment as of the date and year first above written.

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| | |
|:---|:---|
| **EQT Exeter Real Estate Income Trust, Inc.** | **EQT Exeter Real Estate Income Trust, Inc.** |
| By: | /s/ J. Peter Lloyd |
|  | Name: J. Peter Lloyd |
|  | Title: Chief Financial Officer |
| **EQT Exeter REIT Operating Partnership LP** | **EQT Exeter REIT Operating Partnership LP** |
| By: | EQT Exeter Real Estate Income Trust, Inc., <br>as general partner<br>|
| By: | /s/ J. Peter Lloyd |
|  | Name: J. Peter Lloyd |
|  | Title: Chief Financial Officer |
| **EQT Real Estate, LLC** | **EQT Real Estate, LLC** |
| By: | /s/ J. Peter Lloyd |
|  | Name: J. Peter Lloyd |
|  | Title: Authorized Signatory |

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