Invesco Real Estate Closes on $3 Billion in Loans in H2 2025

Rhea-AI Summary

Invesco Real Estate (NYSE:IVZ) closed on $3.0 billion of loans globally in the second half of 2025, part of $4.5 billion of loan commitments for full-year 2025 — a 63% year-over-year increase in investment activity. The H2 volume comprised 35 floating-rate senior loans across North America and Europe spanning multifamily, industrial, self-storage, medical office and office.

The platform manages about $87 billion and has originated $26.9 billion across 361 transactions since 2011, highlighting growth in its global real estate credit business.

Positive

• $3.0 billion closed in loans in H2 2025
• $4.5 billion total loan commitments in 2025, up 63% YoY
• H2 lending included 35 floating-rate senior loans across North America and Europe
• Lending spanned key asset classes: multifamily, industrial, self-storage, medical office, office
• Platform AUM of $87 billion
• Since 2011, originated $26.9 billion across 361 transactions

Negative

• None.

News Market Reaction – IVZ

+1.17%

1 alert

+1.17% News Effect

On the day this news was published, IVZ gained 1.17%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Platform AUM: $87 billion H2 2025 loans closed: $3 billion 2025 loan commitments: $4.5 billion +5 more

8 metrics

Platform AUM $87 billion Size of Invesco Real Estate investment platform

H2 2025 loans closed $3 billion Loans closed globally in second half of 2025

2025 loan commitments $4.5 billion Total loan commitments in 2025

YoY activity increase 63% Year-over-year increase in 2025 investment activity

Number of loans 35 loans Floating-rate senior loans in H2 2025

Credit origination since 2011 $26.9 billion Origination volume since inception of global credit business

Credit transactions since 2011 361 transactions Number of credit transactions in North America and Europe

Credit business inception 2011 Start year of Invesco Real Estate global credit business

Market Reality Check

Price: $26.47 Vol: Volume 6,847,531 is at 1....

normal vol

$26.47 Last Close

Volume Volume 6,847,531 is at 1.06x the 20-day average, indicating only modestly elevated trading. normal

Technical Shares at $26.53 are trading above the $21.20 200-day MA and about 10% below the 52-week high of $29.61.

Peers on Argus

IVZ fell 3.21% while key asset-management peers also traded lower: SEIC -5.14%, ...

1 Down

IVZ fell 3.21% while key asset-management peers also traded lower: SEIC -5.14%, EQH -3.73%, TROW -3.60%, ARCC -1.85%, and BEN -0.30%, indicating a broader sector downside bias.

Common Catalyst Sector weakness alongside at least one peer earnings headline (TROW results) suggests broader asset-management pressure rather than IVZ-specific news alone.

Historical Context

5 past events · Latest: Jan 27 (Negative)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 27	Q4 2025 earnings	Negative	-5.1%	Large non-cash impairment weighed on EPS despite AUM and inflow growth.
Jan 13	Asset sale/partnership	Neutral	-1.6%	Sale of Canadian fund assets with long-term sub-advisory partnership structure.
Jan 12	AUM update	Positive	-1.6%	Higher year-end AUM and net inflows but shares moved lower afterward.
Jan 05	Earnings date notice	Neutral	+4.5%	Announcement of timing and access details for Q4 2025 earnings release.
Dec 19	ETF modernization	Positive	+2.0%	Shareholders approved QQQ conversion with a reduced expense ratio and added features.

Pattern Detected

Recent IVZ news often aligned with price moves on major items (earnings, structural changes), while a positive AUM update saw a negative reaction, showing occasional divergence on fundamentals-heavy releases.

Recent Company History

Over the past few months, IVZ news included Q4 2025 results with a $1.8 billion non-cash impairment and adjusted EPS of $0.62, which coincided with a -5.13% move. A December AUM update to $2,169.9 billion and a QQQ fund modernization with a fee cut to 0.18% highlighted growth and product evolution. The latest real-estate credit update adds to this narrative by underscoring loan-origination momentum alongside earlier AUM and product milestones.

Market Pulse Summary

This announcement underscores accelerating momentum in Invesco Real Estate’s credit platform, with $...

Analysis

This announcement underscores accelerating momentum in Invesco Real Estate’s credit platform, with $3 billion of loans closed in H2 2025 and $4.5 billion of 2025 commitments, a 63% year-over-year increase. It builds on prior updates about AUM growth and product modernization. Investors may focus on how this $26.9 billion of cumulative originations since 2011 complements IVZ’s broader asset-management franchise and how real estate credit exposure interacts with sector-wide volatility.

Key Terms

floating-rate senior loans

1 terms

floating-rate senior loans financial

"The $3 billion of loans in the second half of 2025 comprised 35 floating-rate senior loans across North America..."

Floating-rate senior loans are company loans that pay interest that moves up or down with market rates and that have priority over other debts if the borrower gets into trouble. For investors they act like an adjustable-rate mortgage for a company—income rises when rates rise and falls when rates fall—offering protection against interest-rate shifts but still carrying credit risk if the borrower can’t repay.

AI-generated analysis. Not financial advice.

DALLAS, Feb. 4, 2026 /PRNewswire/ -- Invesco Real Estate, the $87 billion global real estate investment platform of Invesco Ltd., closed on $3 billion of loans globally in the second half of 2025, demonstrating strong momentum in loan origination. In 2025, Invesco Real Estate's loan commitments totaled $4.5 billion, representing a 63% year-over-year increase in investment activity.

"We continue to see our relationship borrowers significantly increase their acquisitions and refinancing activities, leading to a record second half for our platform," said Charlie Rose, Global Head of Credit, Invesco Real Estate. "As one of the most active alternative lenders in the U.S., we believe we're well-positioned to deliver flexible capital solutions as borrowers ramp up activity in the early stages of this real estate growth cycle."

The $3 billion of loans in the second half of 2025 comprised 35 floating-rate senior loans across North America and Europe, spanning the multifamily, industrial, self-storage, medical office, and office asset classes.

"As our private markets business continues to grow, we believe our global real estate credit platform is uniquely positioned to deliver flexible financing solutions that align with sponsor objectives," said Scott Dennis, CEO of Invesco Private Markets. "This disciplined approach enables us to navigate market complexity while continuing to scale across diverse geographies and asset classes."

Invesco Real Estate's recent lending activity follows a busy first half of 2025. Since the inception of its global credit business in 2011, Invesco Real Estate has originated more than $26.9 billion across 361 transactions in North America and Europe.   

About Invesco Real Estate 
Invesco Real Estate is a global leader in the real estate investment management business with $87.2 billion in real estate assets under management, 601 employees and 21 regional offices across the U.S., Europe and Asia Pacific as of June 30, 2025. With over a 40-year history, Invesco Real Estate 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.

About Invesco Ltd.
Invesco Ltd. is one of the world's leading asset management firms serving clients in more than 120 countries. With US$2.2 trillion in assets under management as of Dec. 31, 2025, we deliver a comprehensive range of investment capabilities across public, private, active, and passive. Our collaborative mindset, breadth of solutions and global scale mean we're well positioned to help retail and institutional investors rethink challenges and find new possibilities for success. For more information, visit www.invesco.com.

Contact: Matthew Chisum | 212-652-4368 | matthew.chisum@invesco.com
               Brianna Stokes | 212-323-4588 | brianna.stokes@invesco.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/invesco-real-estate-closes-on-3-billion-in-loans-in-h2-2025-302679048.html

SOURCE Invesco Ltd.

FAQ

How much lending did Invesco Real Estate (IVZ) close in the second half of 2025?

Invesco Real Estate closed $3.0 billion in loans in H2 2025. According to Invesco Real Estate, those loans comprised 35 floating-rate senior loans across North America and Europe across multiple asset classes.

What was Invesco Real Estate's total loan commitments for 2025 and the YoY change for IVZ?

Total loan commitments for 2025 were $4.5 billion, a 63% year-over-year increase. According to Invesco Real Estate, this reflects increased borrower acquisitions and refinancing activity during 2025.

Which asset classes did Invesco Real Estate (IVZ) finance in H2 2025?

H2 2025 loans spanned multifamily, industrial, self-storage, medical office and office asset classes. According to Invesco Real Estate, the portfolio covered diverse geographies in North America and Europe.

How large is Invesco Real Estate's platform and historic lending track record (IVZ)?

The platform manages about $87 billion in real estate assets and has originated $26.9 billion across 361 transactions since 2011. According to Invesco Real Estate, this underscores its global credit platform scale.

What type of loans made up the $3.0 billion closed by Invesco Real Estate (IVZ) in H2 2025?

The $3.0 billion comprised floating-rate senior loans. According to Invesco Real Estate, these were structured as senior, floating-rate facilities serving sponsor borrowers in multiple property sectors.