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NexPoint Strategic Opportunities Fund (NXDT)
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Upturn Advisory Summary
12/18/2025: NXDT (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.
Analysis of Past Performance
Type Stock | Historic Profit -31.59% | Avg. Invested days 21 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 198.29M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 2.99 - 7.05 | Updated Date 06/29/2025 |
52 Weeks Range 2.99 - 7.05 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 13.89% | Basic EPS (TTM) -1.49 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -58.1% | Operating Margin (TTM) 24.12% |
Management Effectiveness
Return on Assets (TTM) 0.6% | Return on Equity (TTM) -8.44% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 528950528 | Price to Sales(TTM) 1.97 |
Enterprise Value 528950528 | Price to Sales(TTM) 1.97 | ||
Enterprise Value to Revenue 108.4 | Enterprise Value to EBITDA - | Shares Outstanding 45900500 | Shares Floating 37617637 |
Shares Outstanding 45900500 | Shares Floating 37617637 | ||
Percent Insiders 26.83 | Percent Institutions 53.32 |
Upturn AI SWOT
NexPoint Strategic Opportunities Fund
Company Overview
History and Background
NexPoint Strategic Opportunities Fund (NXOI) is a non-diversified, closed-end management investment company. It was launched on November 29, 2013. The fund aims to invest in a diversified portfolio of income-generating and opportunistic investments, including real estate, real estate-related debt, and other income-producing assets. It has evolved to focus on strategically acquiring and managing assets to generate attractive risk-adjusted returns for its shareholders.
Core Business Areas
- Real Estate Investments: Acquisition and management of various real estate properties, including multifamily, office, and industrial assets, with a focus on generating rental income and capital appreciation.
- Real Estate Debt Investments: Investing in real estate debt instruments such as mortgage loans, mezzanine debt, and other credit-related opportunities within the real estate sector.
- Opportunistic Investments: Seeking out and investing in other income-producing assets or special situations that offer attractive risk-adjusted returns.
Leadership and Structure
NexPoint Strategic Opportunities Fund is managed by NexPoint Real Estate Advisors, L.P. The leadership team is comprised of experienced professionals in real estate investment, finance, and asset management. The fund operates as a closed-end fund, meaning its shares are publicly traded on an exchange but do not continuously issue new shares or redeem existing ones.
Top Products and Market Share
Key Offerings
- Fund Shares (NXOI): The primary offering is shares of the NexPoint Strategic Opportunities Fund traded on the NYSE. The fund's performance and attractiveness are driven by its ability to generate income and capital gains from its underlying investments. Market share data for a specific fund like this is not typically reported in the same way as for consumer products. Its competitors are other closed-end funds and investment vehicles with similar strategies.
Market Dynamics
Industry Overview
The real estate investment trust (REIT) and closed-end fund industry operates within the broader financial services sector, heavily influenced by economic conditions, interest rates, and real estate market trends. The sector is competitive, with many players vying for capital and attractive assets.
Positioning
NexPoint Strategic Opportunities Fund aims to differentiate itself through a strategic, opportunistic approach to real estate and real estate-related debt investments, seeking to capitalize on market inefficiencies and generate income. Its closed-end structure allows for a more stable capital base, enabling long-term investment strategies.
Total Addressable Market (TAM)
The TAM for real estate investment is vast, encompassing global commercial and residential real estate markets, as well as real estate debt. NexPoint Strategic Opportunities Fund participates in a segment of this TAM focused on opportunistic and income-generating strategies, aiming to capture value within specific niches.
Upturn SWOT Analysis
Strengths
- Experienced management team with a strong track record in real estate.
- Diversified portfolio of income-generating assets.
- Closed-end structure providing stable capital for long-term investments.
Weaknesses
- Non-diversified nature of the fund means it is susceptible to specific market risks.
- Reliance on market conditions for real estate values and rental income.
- Potential for discounts to Net Asset Value (NAV) characteristic of closed-end funds.
Opportunities
- Potential to acquire distressed real estate assets at favorable prices.
- Rising interest rates can create opportunities in real estate debt.
- Growth in specific real estate sectors like logistics and data centers.
Threats
- Economic downturns impacting rental demand and property values.
- Rising interest rates increasing borrowing costs and reducing property valuations.
- Increased competition for attractive real estate investments.
Competitors and Market Share
Key Competitors
- Blackstone Mortgage Trust (BXMT)
- Apollo Commercial Real Estate Finance (ARI)
- PIMCO Income Strategy Fund (PISIX)
- Starwood Property Trust (STWD)
Competitive Landscape
NexPoint Strategic Opportunities Fund competes with a range of publicly traded REITs, real estate debt funds, and other investment vehicles. Its advantages lie in its focused strategy and the expertise of its management team. However, it faces competition from larger, more established players with greater scale and access to capital.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for NXOI is primarily reflected in the growth of its Net Asset Value (NAV) and its ability to generate consistent distributions. Performance over past years would indicate its success in acquiring and managing assets effectively.
Future Projections: Future projections for NXOI are contingent on its investment strategy, market conditions, and the management's ability to identify and execute profitable opportunities. Analyst estimates, if available, would provide insights into projected NAV growth and income generation.
Recent Initiatives: Recent initiatives likely involve the acquisition of new properties, strategic dispositions of existing assets, and potentially adjustments to its investment strategy based on market dynamics.
Summary
NexPoint Strategic Opportunities Fund (NXOI) operates in the real estate investment sector with a focus on income-generating and opportunistic assets. Its strengths lie in its experienced management and closed-end structure, offering stable capital. However, it faces market risks and competition from larger entities. Continued success will depend on its ability to navigate economic cycles and capitalize on strategic investment opportunities within the dynamic real estate market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- NexPoint Strategic Opportunities Fund (NXOI) SEC Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Yahoo Finance, Bloomberg, Refinitiv)
- Company Investor Relations Websites
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Past performance is not indicative of future results. 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 Strategic Opportunities Fund
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2021-11-08 | CEO - | ||
Sector Real Estate | Industry REIT - Diversified | Full time employees - | Website https://nxdt.nexpoint.com |
Full time employees - | Website https://nxdt.nexpoint.com | ||
NexPoint Diversified Real Estate Trust is an externally advised, publicly traded, diversified real estate investment trust (REIT) focused on the acquisition, development, and management of opportunistic and value-add investments throughout the United States across multiple sectors where NexPoint and its affiliates have operational expertise. NXDT is externally advised by NexPoint Real Estate Advisors X, L.P.
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