BMO 2023-5C1 – Deal Overview & Connected Data

Explore verified charts, linked entities, and recent activity for this CMBS deal. Data last updated January 29, 2026.
2026-01-29
Coverage: Freshness: Latency: Last schema change:

Quick Answer

What is BMO 2023-5C1? A US commercial mortgage-backed security ($1.6B; 50 loans; 98 properties).

Identifiers: Series bmo2023-5c1; CIK 1984246.

Unique value: Dealcharts provides computed pool metrics, time-series performance analysis, and cross-deal comparisons not available in raw SEC EDGAR filings.

Sources: SEC EDGAR CIK 1984246.

📋 Quick Links
🏢 Entities
10
📈 Metrics
30
📊 Charts
13
💰 Fund Holdings
12
📄 Documents
6
💬 Analysis & Commentary
1
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Who's Involved#

Rating AgenciesS&P, Fitch, KBRA
Controlling Class3650 Real Estate Investment Trust 2 LLC or an affiliate
Controlling Class Representative3650 Real Estate Investment Trust 2 LLC
Risk RetentionHorizontal
Master ServicerKeyBank National Association
Certificate AdministratorComputershare Trust Company, N.A.
Operating AdvisorPentalpha Surveillance
DepositorBMO Commercial Mortgage Securities , a Delaware limited
TrusteeComputershare Trust Company, N.A.
Special Servicer3650 REIT Loan Servicing

Deal Metrics

Key performance indicators and statistics tracking the deal's current status and history.

Deal Overview

Original Trust Amount
$1,594,532,943
Current Trust Amount
$765,933,582
Number of Loans
50
Number of Properties
98
Average Loan Size
$31,890,659

Portfolio Characteristics

Weighted Average Interest Rate
7.4%
Weighted Average Term
60 months
Original Valuation
$8,661,545,000
Current Valuation
$8,792,475,000

Key Dates

Origination Date
1/1/1970
Latest Valuation
8/1/2023
Latest Transfer
2/7/2025
Latest Return
N/A
Latest Modification
N/A

Special Servicing Status

Loans in Special Servicing
1
Special Servicing Balance
$10,000,000
Loans Returned to Master
0
Balance Returned
N/A
Avg Time in Special Servicing
370 days
Avg Time to Return
0 days

Valuation Changes

Updated Valuations
0
Total Updated Value
N/A
Value Change Amount
N/A
Value Change Percentage
N/A

Modifications

Number of Modifications
0
Modified Balance
N/A

Deal Charts

Charts showing deal performance over time.

Fund Exposure#

Source: NPORT-P & related disclosures • 2026-01-29
Fund NameFiling DateFIGILEITranchesTotal ValueReporting Period
American Balanced Fund2025-11-24Search FIGILookup LEIA-S, A-3$73,588,6332025-12-31
American Funds Strategic Bond Fund2025-11-24Search FIGILookup LEIA-3, C, B$47,515,8282025-12-31
American Funds Multi-Sector Income Fund2025-11-24Search FIGILookup LEIC, B$15,083,5892025-12-31
Bond Fund of America2025-11-24Search FIGILookup LEIA-S, A-3$6,849,1902025-12-31
JPMorgan Income ETF2026-01-28Search FIGILookup LEIA-3$6,585,7532026-02-28
Intermediate Bond Fund of America2026-01-29Search FIGILookup LEIA-S, A-3$4,672,1482026-08-31
Axonic Strategic Income Fund2025-03-28Search FIGILookup LEIX-A, C$3,461,8372025-10-31
Short-Term Bond Fund of America2026-01-29Search FIGILookup LEIA-S, A-3$3,131,8932026-08-31
DoubleLine Yield Opportunities Fund2025-11-25Search FIGILookup LEIX-A$1,912,5552025-09-30
Capital Group Core Bond Completion Fund2025-11-24Search FIGILookup LEIA-S$318,1282025-12-31
Federated Hermes MDT Balanced Fund2025-12-23Search FIGILookup LEIA-3$209,6842026-07-31
Federated Hermes Global Allocation Fund2026-01-23Search FIGILookup LEIA-3$157,2322025-11-30
Fund NameTranchesIds
American Balanced Fund
$73,588,633
2025-12-31
A-S, A-3Search FIGI
Lookup LEI
American Funds Strategic Bond Fund
$47,515,828
2025-12-31
A-3, C, BSearch FIGI
Lookup LEI
American Funds Multi-Sector Income Fund
$15,083,589
2025-12-31
C, BSearch FIGI
Lookup LEI
Bond Fund of America
$6,849,190
2025-12-31
A-S, A-3Search FIGI
Lookup LEI
JPMorgan Income ETF
$6,585,753
2026-02-28
A-3Search FIGI
Lookup LEI
Intermediate Bond Fund of America
$4,672,148
2026-08-31
A-S, A-3Search FIGI
Lookup LEI
Axonic Strategic Income Fund
$3,461,837
2025-10-31
X-A, CSearch FIGI
Lookup LEI
Short-Term Bond Fund of America
$3,131,893
2026-08-31
A-S, A-3Search FIGI
Lookup LEI
DoubleLine Yield Opportunities Fund
$1,912,555
2025-09-30
X-ASearch FIGI
Lookup LEI
Capital Group Core Bond Completion Fund
$318,128
2025-12-31
A-SSearch FIGI
Lookup LEI
Federated Hermes MDT Balanced Fund
$209,684
2026-07-31
A-3Search FIGI
Lookup LEI
Federated Hermes Global Allocation Fund
$157,232
2025-11-30
A-3Search FIGI
Lookup LEI
12 of 12 funds* Use toggle buttons to sort
* This table is not yet exhaustive. It is a new feature and contains only the funds we have found so far based on the tranche identifiers we know about. We are still working on it!
* The FIGI Search url provided for each fund will link you to the OpenFIGI search page to lookup FIGI identifiers.
* Reporting Period represents the reporting period end date from the NPORT-P filing.
* For full disclosures, please visit our disclosures page.
Filings are mapped to tranches/deals with normalized identifiers.Quality & lineageFund not listed or misattributed? Contact us at data@dealcharts.org to ensure accurate exposure mapping.

Provenance & Documents

Issuance → amendments → reports. Tap to view on SEC.
2025-12-30
Latest
Monthly Remittance Report
Document filing with updated information.
View on SEC →
2023-08-16
Final Prospectus
Document filing with updated information.
View on SEC →
2023-07-24
Final Termsheet
Document filing with updated information.
View on SEC →
2023-07-24
Preliminary Prospectus
Document filing with updated information.
View on SEC →
2023-07-24
Annex A
Document filing with updated information.
View on SEC →
2023-07-20
Preliminary Termsheet
Document filing with updated information.
View on SEC →

Context & Commentary#

Entity Statements

💬 Servicer Commentary

2025-12-02
Prospectus ID: 21A-1
Transfer to SS 2/7/25 due to loan payment default. NOD sent 3/27/25. PNA executed 4/2/25. As of 12/31/24, NCF is reported by the Borrower as $3.1M, a 0.88x DSCR. Borrower has not provided financial information. PCA reports the garages are in faircondition. Borrower has not agreed to acceptable terms for a modification. Receiver order granted 10/7/25. Borrower refused to turn over property to receiver and filed a motion to vacate the receiver order. An opposition motion was filed by Trustcounsel. No hearing date scheduled yet. Receiver to continue efforts to take over property operations.
Open Deal →

External Analysis

No external analysis linked yet. Contact us to publish and link your research.
All items include provenance (author, timestamp, source).Have a source-backed clarification? Contact us.
Have a source-backed note on this deal? Contact us.

Datasets & API#

Machine-readable spec (ODPS): /odps/cmbs-deals.yaml
GET https://api.dealcharts.org/deals/bmo2023-5c1
{
  "deal_id": "bmo2023-5c1",
  "issuer": "",
  "shelf": "",
  "issue_date": "",
  "linked_entities": [
  {
    "role": "Rating Agencies",
    "name": "S&P, Fitch, KBRA"
  },
  {
    "role": "Controlling Class",
    "name": "3650 Real Estate Investment Trust 2 LLC or an affiliate"
  },
  {
    "role": "Controlling Class Representative",
    "name": "3650 Real Estate Investment Trust 2 LLC"
  },
  {
    "role": "Risk Retention",
    "name": "Horizontal"
  },
  {
    "role": "Master Servicer",
    "name": "KeyBank National Association"
  },
  {
    "role": "Certificate Administrator",
    "name": "Computershare Trust Company, N.A."
  },
  {
    "role": "Operating Advisor",
    "name": "Pentalpha Surveillance"
  },
  {
    "role": "Depositor",
    "name": "BMO Commercial Mortgage Securities , a Delaware limited"
  },
  {
    "role": "Trustee",
    "name": "Computershare Trust Company, N.A."
  },
  {
    "role": "Special Servicer",
    "name": "3650 REIT Loan Servicing"
  }
]
}


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CMBS Fund Holdings Dataset

Filing data from sec.gov NPORT-P to produce the Fund Holdings table.

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