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Upturn AI SWOT - About
NexPoint Strategic Opportunities Fund (NXDT)
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Upturn Advisory Summary
07/11/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -30.35% | Avg. Invested days 23 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/11/2025 |
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 (NYSE: NHF) is a closed-end fund focused on opportunistic investments across various sectors. Founded with a mandate to deliver attractive risk-adjusted returns through diverse credit and real estate strategies.
Core Business Areas
- Credit Investments: Investments in various credit instruments, including structured credit, corporate debt, and specialty finance.
- Real Estate Investments: Direct and indirect investments in real estate assets and related securities.
- Private Equity Investments: Investments in private equity and private debt funds
Leadership and Structure
The fund is managed by NexPoint Advisors, L.P., an experienced investment manager. The fund operates as a closed-end management investment company with a board of directors overseeing the fund's activities.
Top Products and Market Share
Key Offerings
- High-Yield Credit: Investments in non-investment grade debt, seeking high current income. Competitors include other high-yield bond funds and ETFs like HYG and JNK.
- Real Estate: Direct real estate and real estate-related securities investments, including multifamily and other commercial properties. Competitors include REITs like VNQ and IYR.
Market Dynamics
Industry Overview
The market for alternative investments, including credit and real estate, is influenced by macroeconomic factors, interest rates, and market volatility.
Positioning
NHF positions itself as an opportunistic investor, seeking undervalued assets and niche opportunities across various sectors. Its competitive advantage lies in its flexible investment mandate and experienced management team.
Total Addressable Market (TAM)
The total addressable market is vast, encompassing the entire global credit and real estate markets. NHF is positioned to capture a portion of this market through its targeted investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Flexible investment mandate
- Diversified investment portfolio
- Access to unique investment opportunities
Weaknesses
- Higher expense ratio compared to passive funds
- Illiquidity of certain investments
- Complexity of investment strategies
- Sensitivity to credit and real estate market cycles
Opportunities
- Increasing demand for alternative investments
- Distressed asset opportunities in credit and real estate
- Expansion into new investment sectors
- Potential for increased dividend distributions
Threats
- Economic recession
- Rising interest rates
- Increased market volatility
- Changes in regulatory environment
Competitors and Market Share
Key Competitors
- OXSQ
- FSK
- PSEC
Competitive Landscape
NHF competes with other closed-end funds and alternative investment managers. Its competitive advantage is rooted in its specialized expertise and flexible investment approach.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data needs to be extracted from past financial reports and presented. This would cover revenue growth, asset growth, and earnings growth.
Future Projections: Future growth projections are based on analyst estimates, macroeconomic forecasts, and company-specific factors. These estimates vary and can be sourced from financial news providers.
Recent Initiatives: Recent strategic initiatives information would come from company press releases and investor presentations. Requires monitoring of news sources.
Summary
NexPoint Strategic Opportunities Fund offers exposure to alternative investments, presenting both opportunities and risks. Its flexible investment strategy and experienced management are key strengths. However, it faces challenges from market volatility and higher expense ratios. Investors should carefully assess their risk tolerance before investing in NHF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Morningstar, Yahoo Finance, SEC filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data is estimated.
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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