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NREF 
Nexpoint Real Estate Finance Inc (NREF)
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Upturn Advisory Summary
01/09/2026: NREF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $14.5
1 Year Target Price $14.5
| 0 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.59% | Avg. Invested days 48 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 319.33M USD | Price to earnings Ratio 4.82 | 1Y Target Price 14.5 |
Price to earnings Ratio 4.82 | 1Y Target Price 14.5 | ||
Volume (30-day avg) 3 | Beta 1.21 | 52 Weeks Range 10.99 - 15.21 | Updated Date 01/9/2026 |
52 Weeks Range 10.99 - 15.21 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 14.15% | Basic EPS (TTM) 2.91 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 63.62% | Operating Margin (TTM) 86.38% |
Management Effectiveness
Return on Assets (TTM) 2.08% | Return on Equity (TTM) 17.47% |
Valuation
Trailing PE 4.82 | Forward PE - | Enterprise Value 5109582336 | Price to Sales(TTM) 2.11 |
Enterprise Value 5109582336 | Price to Sales(TTM) 2.11 | ||
Enterprise Value to Revenue 31.41 | Enterprise Value to EBITDA - | Shares Outstanding 17721828 | Shares Floating 10439397 |
Shares Outstanding 17721828 | Shares Floating 10439397 | ||
Percent Insiders 7.45 | Percent Institutions 75.53 |
Upturn AI SWOT
Nexpoint Real Estate Finance Inc
Company Overview
History and Background
NexPoint Real Estate Finance, Inc. (NXRT) was formed in 2005 and is a publicly traded real estate investment trust (REIT) that focuses on acquiring, originating, and managing a diversified portfolio of credit investments and equity investments primarily in the multifamily sector. The company has evolved by strategically acquiring portfolios and expanding its investment strategies to capitalize on opportunities in the real estate market.
Core Business Areas
- Credit Investments: NexPoint Real Estate Finance primarily focuses on originating and acquiring real estate credit investments, including first mortgage loans, mezzanine loans, and preferred equity investments, often secured by multifamily properties. This segment aims to generate stable income through interest payments and fees.
- Equity Investments: The company also invests directly in equity of multifamily properties, including stabilized properties and value-add opportunities. This segment aims for capital appreciation and rental income.
Leadership and Structure
NexPoint Real Estate Finance, Inc. is managed by NexPoint Real Estate Advisors, L.P., its external advisor. The leadership team is composed of experienced professionals in real estate, finance, and investment management. The company operates as a REIT, with a board of directors overseeing its strategic direction and management.
Top Products and Market Share
Key Offerings
- Description: NexPoint Real Estate Finance originates and acquires various debt instruments secured by multifamily properties. These investments provide income through interest payments and fees. Competitors include other REITs, private debt funds, and institutional lenders specializing in commercial real estate debt.
- Market Share Data: Specific market share data for this niche segment is not publicly disclosed for individual companies, but the multifamily debt market is substantial and competitive.
- Product Name 1: Multifamily Credit Investments (Loans, Mezzanine Debt, Preferred Equity)
- Description: The company invests directly in the equity of multifamily properties, aiming for rental income and capital appreciation. Competitors include other multifamily REITs, private equity real estate funds, and institutional real estate investors.
- Market Share Data: As a specific REIT, its market share within the broader multifamily equity market is a component of the total market size, but direct comparable market share figures are not readily available.
- Product Name 2: Multifamily Equity Investments
Market Dynamics
Industry Overview
NexPoint Real Estate Finance operates within the real estate investment trust (REIT) sector, specifically focusing on multifamily properties and related credit. The multifamily sector is influenced by economic conditions, interest rates, demographic trends, and housing supply/demand dynamics. The credit segment is subject to borrower creditworthiness, loan-to-value ratios, and broader capital market conditions.
Positioning
NexPoint Real Estate Finance is positioned as a diversified real estate finance company with a strong focus on the multifamily sector. Its strategy of originating and acquiring both credit and equity investments allows it to capture opportunities across the capital stack. Its external management structure, through NexPoint Real Estate Advisors, provides access to specialized expertise and deal flow.
Total Addressable Market (TAM)
The Total Addressable Market for multifamily real estate and its associated debt is in the trillions of dollars globally. For NexPoint Real Estate Finance, the TAM is primarily the U.S. multifamily market and its associated debt origination and acquisition opportunities. The company is positioned to capture a small but growing portion of this vast market, particularly in its chosen investment strategies.
Upturn SWOT Analysis
Strengths
- Diversified investment strategy across credit and equity in multifamily.
- Experienced external management team with deep real estate and finance expertise.
- Ability to originate and acquire loans, offering flexibility in deal structuring.
- Focus on a resilient asset class (multifamily housing).
Weaknesses
- Reliance on an external advisor can lead to potential conflicts of interest.
- Sensitivity to interest rate fluctuations and economic downturns.
- Limited track record as a publicly traded REIT compared to some established peers.
Opportunities
- Increasing demand for rental housing due to demographic trends and affordability challenges.
- Potential for distressed debt and equity opportunities in a fluctuating market.
- Expansion into new geographic markets or property types within the multifamily space.
- Leveraging technology for operational efficiencies and enhanced underwriting.
Threats
- Rising interest rates impacting borrowing costs and property valuations.
- Increased competition from other REITs, private equity, and institutional investors.
- Economic recession leading to increased tenant defaults and reduced rental income.
- Changes in government regulations impacting real estate or financial markets.
Competitors and Market Share
Key Competitors
- Starwood Real Estate Income Trust, Inc. (SREIT)
- Blackstone Real Estate Income Trust, Inc. (BREIT)
- Apollo Commercial Real Estate Finance, Inc. (ARI)
- Apollo Global Management, Inc. (APO) - through its various real estate funds
Competitive Landscape
NexPoint Real Estate Finance competes with larger, more established REITs and private equity funds that have significant capital. Its competitive advantage lies in its focused approach to multifamily credit and equity, its external advisory model which can provide specialized deal sourcing, and its agility in certain market segments. However, it faces challenges in scale and brand recognition compared to its largest competitors.
Growth Trajectory and Initiatives
Historical Growth: The company's growth has been driven by strategic acquisitions of real estate assets and loan portfolios, as well as organic growth through new loan originations. (Specific numerical data requires historical financial reports.)
Future Projections: Future growth is anticipated through continued expansion of its credit and equity portfolios, potentially with new strategic partnerships or larger-scale acquisitions. Analyst estimates would provide projections for revenue and earnings growth. (Specific numerical data requires current analyst reports.)
Recent Initiatives: Recent initiatives may include expanding into new markets, acquiring specific distressed portfolios, or enhancing its debt origination capabilities. (Specific initiatives are detailed in company press releases and SEC filings.)
Summary
NexPoint Real Estate Finance, Inc. is a diversified real estate finance company with a strong focus on the multifamily sector. Its dual strategy of credit and equity investments, coupled with an experienced external management team, positions it well in a resilient market. However, it faces challenges from larger competitors and market volatility. Continued strategic acquisitions and prudent risk management will be key to its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- NexPoint Real Estate Finance, Inc. (NXRT) Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Bloomberg, Wall Street Journal)
- Industry Research Reports (for TAM and market dynamics)
Disclaimers:
This analysis is based on publicly available information and general market knowledge. Financial data and market share figures are subject to change and may not be perfectly up-to-date. This information is for informational purposes only and should not be construed as investment advice. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Nexpoint Real Estate Finance Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2020-02-07 | Chairman, President & CEO Mr. James David Dondero CFA, CPA | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees 1 | Website https://nref.nexpoint.com |
Full time employees 1 | Website https://nref.nexpoint.com | ||
NexPoint Real Estate Finance, Inc. operates as a commercial mortgage real estate investment trust in the United States. It focuses on originating, structuring, and investing in first-lien mortgage loans, mezzanine loans, preferred equity, convertible notes, multifamily properties, and common equity investments, as well as multifamily and single-family rental commercial mortgage-backed securities securitizations, promissory notes, revolving credit facilities, and stock warrants or target assets. The company has elected to be taxed as a real estate investment trust (REIT) and would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. NexPoint Real Estate Finance, Inc. was incorporated in 2019 and is based in Dallas, Texas.
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