Invesco REIT Expands Credit Access

Extension of revolving credit and consistent payouts signal continued financial stability and flexibility.

August 01, 2025

Expanded Credit Facility Supports Liquidity and Flexibility

Invesco Real Estate Income Trust just extended its access to liquidity—and increased its flexibility at the same time. On July 25, the company finalized an amendment to its revolving credit agreement with Bank of America. This amendment stretches the $100 million credit facility’s maturity out to July 23, 2027, with the option to push it even further—to July 21, 2028—if certain conditions are met and an extension fee is paid.

The agreement doesn’t stop there. Invesco also boosted the accordion feature, allowing its operating partnership to request a credit limit increase of up to $250 million. The updated pricing terms now tie interest to SOFR , with a margin that flexes based on leverage. Fees for unused borrowing capacity are also more dynamic:

• 0.25% when usage is under 50%


• 0.15% when usage hits or exceeds 50%

All of this gives Invesco more room to maneuver. The structure is still governed by standard covenants and acceleration terms, but the added capacity and longer maturity give the company stronger footing in how it accesses and manages short-term capital.

Shareholder Distributions Hold Steady

In tandem with the credit update, Invesco also announced its July shareholder distributions. Each share class will receive a gross distribution of $0.1395. The net amount varies depending on the class-specific stockholder servicing fee. For Class T and Class S, shareholders will see net distributions of $0.1207 and $0.1206, respectively. Class D holders will receive $0.1340. No servicing fees apply to Class I, E, N, S-PR, or K-PR—so those investors will receive the full amount.

These distributions apply to stockholders of record at the close of business on July 31, and will be paid around August 12. Investors participating in the company’s distribution reinvestment plan will see those funds rolled directly into additional shares.

Positioned for Stability

The credit facility extension and shareholder payout are two sides of the same strategy: maintain access to flexible capital and ensure continuity for shareholders. It’s a financial approach designed to support both near-term execution and longer-term resilience.