Core Viewpoint - Great Elm Group, Inc. has announced a strategic partnership with KLIM, which includes a $150 million debt investment to enhance its industrial real estate platform and a purchase of 4.9% of its common stock [1][2][3] Transaction Highlights - KLIM is providing an initial $100 million term loan to Monomoy REIT, with an option for an additional $50 million in future capital [2] - KLIM is purchasing 4.9% of Great Elm Group's common stock at approximately $2.11 per share and will hold an initial 15% profits interest in Great Elm Real Estate Ventures, LLC [2][5] Strategic and Financial Impact - The financing from KLIM will improve Monomoy REIT's cost of capital, allowing for refinancing of existing convertible debt and repayment of key credit facilities [10] - The capital will also be utilized for new acquisitions and scaling Monomoy's operations [10] About the Monomoy Platform - Monomoy Properties REIT, LLC has approximately $400 million in diversified net leased industrial outdoor storage (IOS) assets, providing investors with returns through dividends and long-term capital appreciation [4] - The Monomoy platform includes Monomoy CRE, LLC, Monomoy Construction Services, LLC, and Monomoy BTS Corp, creating a vertically integrated real estate enterprise [5][16] Company Overview - Great Elm Group, Inc. is an alternative asset manager focused on building a diversified portfolio across credit, real estate, and specialty finance [14] - The newly formed Great Elm Real Estate Ventures consolidates GEG's real estate subsidiaries, enhancing its ability to deliver comprehensive real estate solutions [9][16]

First Quarter 2025 Disclaimers / Forward-Looking Disclosure Cautionary Statement Regarding Forward-Looking Statements This document contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). We intend for all such forward-looking statements to be covered by the applicable safe harbor provisi ...