---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-234436"
form_type: "8-K"
ticker: null
cik: "0001976927"
company_name: "Invesco Commercial Real Estate Finance Trust, Inc."
filed_at: "2024-10-08T23:59:59+00:00"
generated_at: "2026-05-30T18:22:44.243895+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Invesco Commercial Real Estate Finance Trust CFO resigns; Courtney Popelka appointed

## Summary
- CFO R. Lee Phegley, Jr. notified resignation on Oct 2, 2024 to pursue other opportunities.
- Board appointed Courtney Popelka as CFO effective Oct 7, 2024.
- Popelka also serves as CFO for Private Markets for Invesco Ltd. since Oct 2024.
- Popelka previously Head of US Fund Operations (2015-2024); CPA with BBA in Accounting from Texas A&M.
- Phegley will support transition; no material arrangements with Popelka yet.

## SEC filing metadata
- accession: 0001193125-24-234436
- form_type: 8-K
- cik: 0001976927
- company_name: Invesco Commercial Real Estate Finance Trust, Inc.
- filed_at: 2024-10-08T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1976927/000119312524234436/0001193125-24-234436-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1976927/000119312524234436/d885923d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-234436
- JSON: https://secwatch.observer/filing/0001193125-24-234436.json
- Plain text: https://secwatch.observer/filing/0001193125-24-234436.txt

## Key facts
- Executive change
  R. Lee Phegley, Jr. resigned as Chief Financial Officer at Invesco Commercial Real Estate Finance Trust, Inc..
  - Action: resigned
  - Role: Chief Financial Officer
  source text: On October 2, 2024, R. Lee Phegley, Jr., Chief Financial Officer of Invesco Real Estate Income Trust Inc. (the “Company”) notified the Company of his intention to resign from the Company to pursue other opportunities.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1976927/000119312524234436/0001193125-24-234436-index.htm
- Executive change
  Courtney Popelka was appointed as Chief Financial Officer at Invesco Commercial Real Estate Finance Trust, Inc..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: On October 7, 2024, the Board of Directors of the Company appointed Courtney Popelka as Chief Financial Officer, effective as of such date.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1976927/000119312524234436/0001193125-24-234436-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.