Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
NexPoint Strategic Opportunities Fund (NXDT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: NXDT (1-star) is currently NOT-A-BUY. Pass it for now.
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 -34.1% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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 (NHF) is a closed-end management investment company that focuses on a wide range of investment strategies, including real estate and alternative investments. It seeks to generate current income and capital appreciation. Founding year and specific milestones not publicly detailed.
Core Business Areas
- Real Estate: Invests in various real estate assets, including commercial and residential properties.
- Alternative Investments: Engages in other investments beyond traditional stocks and bonds, providing diversification.
- Credit Strategies: Invests in credit-related instruments, seeking to generate income and capital appreciation.
Leadership and Structure
James Dondero is the founder and president of NexPoint Capital, the advisor to NHF. The fund operates under a board of directors.
Top Products and Market Share
Key Offerings
- Real Estate Investments: Invests in a diverse portfolio of real estate assets. Market share information is not directly attributable to a specific product. Competitors include other REITs and private equity real estate funds.
- Credit Investments: Invests in various credit instruments, including CLOs and other structured credit. Market share information not directly attributable to a specific product. Competitors include other credit-focused investment funds.
Market Dynamics
Industry Overview
The alternative investment industry is influenced by interest rates, economic growth, and investor sentiment. Real estate is affected by property values, rental rates, and occupancy levels. Credit markets are sensitive to economic conditions and credit spreads.
Positioning
NHF aims to provide investors with access to alternative investment strategies and diversify their portfolios. Competitive advantages include expertise in real estate and credit markets.
Total Addressable Market (TAM)
The TAM for alternative investments is in the trillions of dollars. NHF is positioned to capture a portion of this market through its diversified investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio
- Access to alternative investment opportunities
- Potential for high income and capital appreciation
Weaknesses
- High management fees
- Illiquidity of some investments
- Potential for increased volatility
- Complexity of investment strategies
Opportunities
- Expanding alternative investment market
- Growing demand for income-generating assets
- Ability to capitalize on market dislocations
- Potential to improve fund performance
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- ARCC
- BXSL
- OXSQ
Competitive Landscape
NHF competes with other closed-end funds and alternative investment managers. Its performance is reliant on its investment strategy.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on market conditions and investment performance. Check public sources for details.
Future Projections: Future growth projections unavailable.
Recent Initiatives: Recent initiatives involve strategic allocation to different asset classes to optimize returns.
Summary
NexPoint Strategic Opportunities Fund offers exposure to alternative investments and real estate. While it boasts an experienced management team and a diversified portfolio, high fees and illiquidity are potential drawbacks. The fund can capitalize on a growing market but must navigate economic risks. Overall fund strength is moderately robust.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Market Data Providers
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual research and consultation with a financial advisor.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.