---
schema_version: "secwatch.filing_event.v1"
accession: "0001976927-24-000040"
form_type: "8-K/A"
ticker: null
cik: "0001976927"
company_name: "Invesco Commercial Real Estate Finance Trust, Inc."
filed_at: "2024-10-09T23:59:59+00:00"
generated_at: "2026-05-30T17:30:55.474100+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Invesco Commercial Real Estate Finance Trust appoints Courtney Popelka as CFO

## Summary
- CFO R. Lee Phegley Jr. resigned on Oct 2, 2024 to pursue other opportunities.
- Courtney Popelka appointed CFO effective Oct 7, 2024; also serves as Invesco Ltd. Private Markets CFO.
- Ms. Popelka previously led US fund operations at Invesco Real Estate from 2015-2024; CPA.
- Mr. Phegley will support transition during his remaining tenure at Invesco Ltd.

## SEC filing metadata
- accession: 0001976927-24-000040
- form_type: 8-K/A
- cik: 0001976927
- company_name: Invesco Commercial Real Estate Finance Trust, Inc.
- filed_at: 2024-10-09T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1976927/000197692724000040/0001976927-24-000040-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1976927/000197692724000040/incref-20241002.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001976927-24-000040
- JSON: https://secwatch.observer/filing/0001976927-24-000040.json
- Plain text: https://secwatch.observer/filing/0001976927-24-000040.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 Commercial Real Estate Finance 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/1976927/000197692724000040/0001976927-24-000040-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/1976927/000197692724000040/0001976927-24-000040-index.htm

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