# EDGAR Filing Document

**Accession Number:** 0001756761
**File Stem:** 0001193125-23-014980
**Filing Date:** 2023-1
**Character Count:** 9294
**Document Hash:** 880f1ff69c8c5dee6953dd7d63036bea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-23-014980.hdr.sgml**: 20230125

**ACCESSION NUMBER**: 0001193125-23-014980

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 13

**CONFORMED PERIOD OF REPORT**: 20230125

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20230125

**DATE AS OF CHANGE**: 20230125

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Invesco Real Estate Income Trust Inc.
- **CENTRAL INDEX KEY:** 0001756761
- **STANDARD INDUSTRIAL CLASSIFICATION:** REAL ESTATE INVESTMENT TRUSTS [6798]
- **IRS NUMBER:** 832188696
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 333-254931
- **FILM NUMBER:** 23551095

**BUSINESS ADDRESS:**
- **STREET 1:** TWO PEACHTREE POINTE
- **STREET 2:** 1555 PEACHTREE ST., N.E., STE. 1800
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30309
- **BUSINESS PHONE:** 404-439-3218

**MAIL ADDRESS:**
- **STREET 1:** TWO PEACHTREE POINTE
- **STREET 2:** 1555 PEACHTREE ST., N.E., STE. 1800
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30309

?xml version="1.0" encoding="utf-8" ? Form 8-K

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### 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): January 25, 2023

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## Invesco Real Estate Income Trust Inc.

#### (Exact name of registrant as specified in its charter)

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| | | |
|:---|:---|:---|
| **Maryland** | **333-254931** | **83-2188696** |
| **(State or other jurisdiction**<br> **of incorporation)** | **(Commission**<br> **File Number)** | **(IRS Employer**<br> **Identification No.)** |

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#### 2001 Ross Avenue

#### Suite 3400

#### Dallas, Texas 75201

#### (Address of principal executive offices) (Zip Code)

#### Registrant's telephone number, including area code: (972) 715-8400

#### 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: None

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| | | |
|:---|:---|:---|
| **Title of Each Class** | **Trading**<br> **Symbol(s)** | **Name of Each Exchange**<br> **on Which Registered** |

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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 7.01** | **Regulation FD Disclosure.**  |

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On January 25, 2023, the Company issued a press release (the "Press Release") announcing the origination of a mezzanine loan for a warehousing facility in Aurora, Colorado. A copy of the Press Release is attached hereto as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

The information furnished under this item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed "filed" for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

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| | |
|:---|:---|
| **Item 9.01** | **Financial Statements and Exhibits.**  |

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(d) *Exhibits*.

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| | |
|:---|:---|
| Exhibit<br> &nbsp;&nbsp;&nbsp;&nbsp;No.&nbsp;&nbsp;&nbsp;&nbsp; | Description |
| 99.1 | [Press Release, dated January 25, 2023](d457209dex991.htm) |
| 104 | Cover Page Interactive Data File (embedded within the Inline XRBL 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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| | |
|:---|:---|
| **Invesco Real Estate Income Trust Inc.** | **Invesco Real Estate Income Trust Inc.** |
| By: | /s/ R. Lee Phegley, Jr. |
|  | R. Lee Phegley, Jr. |
|  | Chief Financial Officer |

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Date: January 25, 2023

## Exhibit 99.1

**Exhibit 99.1** 

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| |
|:---|
| <br> **Press Release**<br> For immediate release |
| <br> **Invesco Real Estate Income Trust Inc. Closes on Mezzanine Loan for Warehousing Facility in Aurora, CO**<br>Contact: Jamie Braverman, <u>jamie.braverman@invesco.com</u>, 212-278-9630 |

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**DALLAS, January 25, 2023** – Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed, public non-listed REIT, announced today the co-origination of a loan with Emigrant Bank, a New York State chartered bank, to Stonemont Financial Group ("Stonemont"), an Atlanta-based private real estate firm with $5.3 billion in assets under management. INREIT contributed $13 million to a mezzanine loan, alongside Emigrant's $39 million senior loan, for Stonemont's acquisition of a distribution and warehousing facility in Aurora (Denver), Colorado. This credit transaction generates a 12% yield at closing and brings INREIT's private real estate allocation to 8%.

The purpose-built property was completed in 2022, is 100% leased to a subsidiary of an investment grade rated global logistics service provider. The 478,461 square foot, Class A logistics facility includes state of the art features. It is located along the E-470 highway with immediate access to Denver International Airport, which is key for serving larger regional distribution centers and processing packages for last-mile delivery.

"We are pleased to expand our financing relationships and execute on this credit position for an institutional quality property," said R. Scott Dennis, President and Chief Executive Officer for INREIT. "Industrial real estate continues to display strong fundamentals and our ability to be a relationship lender helps us provide synergistic solutions for our partners and borrowers."

For more information about this investment and other INREIT properties, please visit https://www.invesco.com/inreit/investments.

**About INREIT** 

Invesco Real Estate Income Trust Inc. ("INREIT") is an institutionally managed, public non-listed, monthly NAV REIT investing in a diversified portfolio of high quality, income producing properties located throughout the United States. Its thematic approach to investing focuses on where people consume, live, innovate and connect. INREIT seeks to invest in properties with resilient income and appreciation potential. INREIT expects to diversify its portfolio over time, including on a global basis. INREIT is managed by Invesco Advisers, Inc., a subsidiary of Invesco Ltd. and the registered investment adviser for Invesco Real Estate, the real estate investment center of Invesco Ltd. For more information about INREIT, please visit www.inreit.com.

**About Invesco Real Estate** 

Invesco Real Estate is a global leader in the real estate investment management business with $89.9 billion in real estate assets under management, 577 employees and 21 regional offices across the U.S., Europe and Asia (as of June 30, 2022). Invesco Real Estate was established in 1983 and today invests across the risk return spectrum, from core to opportunistic; in equity and debt; listed and direct; locally and globally. Invesco Real Estate is a business name of Invesco Advisers, Inc., an indirect, wholly owned subsidiary of Invesco Ltd. Invesco Ltd. is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; <u>http://www.invesco.com</u>.

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**About Stonemont Financial Group** 

Stonemont Financial Group specializes in investing across a broad spectrum of real estate asset classes and geographies to deliver attractive risk-adjusted returns. Stonemont offers diversified and differentiated real estate investment strategies and vehicles to institutions, family offices, trusts and high net-worth individuals. The firm's founders and managing principals have a combined track record of more than 60 years' experience and $20 billion invested.

Invesco is not affiliated with Emigrant Bank or Stonemont Financial Group.