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8-K ·Filed Oct 15, 2026

ICR-PA

InPoint Commercial Real Estate Income, Inc.
NEUTRAL
Impact 2/10
Horizonmonths Processed12d 5h ago SEC0001193125-26-422890
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Monitor next monthly NAV update for trends in commercial mortgage loan performance and real estate valuations. No immediate trading catalyst from this filing.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+5d
ICR-PA ▼ -7.03% at T+5d
NEUTRAL call -7.03% · α vs SPY -7.13% · entry $20.98 → $19.50
Next anchor: T+20d in 15d
Entry = T+0 close
Oct 15, 2026
via day close
T+1d
-10.61%
call -10.61% · α -11.03%
$18.75
settled 12d ago
T+5d
-7.03%
call -7.03% · α -7.13%
$19.50
settled 6d ago
T+20d
Pending
in 15d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

InPoint Commercial Real Estate Income, Inc. disclosed its September 30, 2026 NAV per share of $13.4838 in an 8-K filing. The filing provides a detailed breakdown of NAV components, including $301.1M in commercial mortgage loans and $136.5M in net asset value attributable to common stock. This is a routine monthly NAV disclosure with no material financial impact.

Key Facts

  • Aggregate NAV per share as of September 30, 2026: $13.4838
  • Total NAV attributable to common stock: $136.5 million
  • Commercial mortgage loans: $301.1 million
  • Real estate owned: $153.6 million
  • Preferred stock liquidation preference: $88.6 million
  • 10.1 million common shares outstanding across six classes

Financial Impact

Routine monthly NAV disclosure — no material financial impact

nav

Risk Factors

  • Commercial real estate market conditions could pressure loan and property valuations in future NAV calculations
  • Leverage from $201.3M in repurchase agreements represents significant refinancing risk

Investment Themes

Real Estate

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-422890
Document: 0001193125-26-422890-index-headers.html0001193125-26-422890
Document: 0001193125-26-422890-index.html0001193125-26-422890
Document: 0001193125-26-422890.txt0001193125-26-422890
8 reports for ICR-PA
Performance horizon
Filters
Rows
Reports for ICR-PA — sortable, filterable
TypeNow
Oct 15, 2026
12d ago
8-K
NEUTRAL ★ 2/10
$20.98awaiting T+20—$19.20 (−8.46%)
Sep 15, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$22.25 $20.75▼ −6.74%▼ −10.19%$19.20 (−13.71%)
Jun 30, 2026
17w ago
DEFA14A
NEUTRAL ★ 2/10
$21.94 $21.73▼ −0.93%▲ +1.25%$19.20 (−12.47%)
Jun 30, 2026
17w ago
DEFA14A
NEUTRAL ★ 2/10
$21.94 $21.73▼ −0.93%▲ +1.25%$19.20 (−12.47%)
Jun 29, 2026
17w ago
8-K
NEUTRAL ★ 2/10
$22.25 $21.73▼ −2.34%▼ −1.55%$19.20 (−13.71%)
Jun 24, 2026
17w ago
DEFA14A
NEUTRAL ★ 2/10
$22.00 $22.25▲ +1.14%▲ +0.61%$19.20 (−12.73%)
Jun 24, 2026
17w ago
DEFA14A
NEUTRAL ★ 2/10
$22.00 $22.25▲ +1.14%▲ +0.61%$19.20 (−12.73%)
Jun 15, 2026
19w ago
8-K
NEUTRAL ★ 3/10
$21.95 $22.50▲ +2.51%▲ +1.65%$19.20 (−12.53%)
Showing 8 of 8

US Market Status

Market Closed — Opens Thu (11h 50m)

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Report published Oct 15, 2026