
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)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/17/2025: NXDT (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -34.1% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
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. It was formerly known as Highland Income Fund. Details of its precise founding year and early milestones are limited in publicly available information, but it has evolved to focus on a diversified portfolio of opportunistic investments.
Core Business Areas
- Credit Investments: Investing in a range of credit instruments, including corporate debt, structured credit, and other income-producing assets.
- Real Estate: Exposure to real estate-related assets, including direct investments, mortgages, and REITs.
- Alternative Investments: Allocating capital to alternative strategies like private equity and other specialized opportunities.
Leadership and Structure
Information on the detailed leadership team and organizational structure is proprietary to NexPoint and not publicly available beyond standard regulatory filings. It is managed by NexPoint Advisors, L.P.
Top Products and Market Share
Key Offerings
- Credit Portfolio: A diversified portfolio of credit investments generating income. Market share data is not readily available due to the varied nature of holdings. Competitors are other closed-end funds and asset managers focused on credit.
- Real Estate Holdings: Investments in various real estate assets providing capital appreciation and income. Market share data is limited to specific sub-segments. Competitors are various REITs and private real estate investors.
Market Dynamics
Industry Overview
The investment management industry is characterized by intense competition and evolving regulations. It depends on macroeconomic trends, interest rates, and investor sentiment.
Positioning
NHF positions itself as an opportunistic investor seeking high-yield investments across various asset classes, targeting income and capital appreciation.
Total Addressable Market (TAM)
The total addressable market for alternative investments and income-generating assets is in the trillions of dollars. NHF aims to capture a share through its opportunistic investment strategy.
Upturn SWOT Analysis
Strengths
- Diversified investment portfolio
- Experienced management team
- Access to unique investment opportunities
- High current distribution yield
Weaknesses
- Complex investment strategy
- High management fees and expenses
- NAV fluctuation risk
- Reliance on manager's expertise
Opportunities
- Favorable interest rate environment for credit investments
- Distressed asset opportunities
- Growth in alternative investment demand
- Expansion into new asset classes
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Credit market volatility
Competitors and Market Share
Key Competitors
- OXSQ
- ECC
- ARCC
Competitive Landscape
NHF faces competition from other closed-end funds and alternative asset managers with various investment strategies and risk profiles. Its advantages lie in its opportunistic approach and diversified portfolio. Disadvantages include potentially higher fees and complexity.
Growth Trajectory and Initiatives
Historical Growth: NHF's historical growth is dependent on the fund's investment performance and capital raising activities.
Future Projections: Future growth projections are reliant on analyst estimates of asset class performance and the fund's ability to execute its investment strategy. Actual projection figures are not available in this static response.
Recent Initiatives: Information on specific recent strategic initiatives is not dynamically available in this context.
Summary
NexPoint Strategic Opportunities Fund (NHF) presents a complex investment profile centered on opportunistic strategies within credit and real estate markets. Its strength lies in its diversified approach, but weaknesses include higher fees and reliance on the fund manager's expertise. Investors should carefully consider the fund's risk profile and strategy within their portfolio. Monitoring market volatility is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Outlets
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investing in closed-end funds involves risk, including the potential loss of principal. Market share data is estimated and may not be precise. Consult with a financial advisor 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.

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.