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NexPoint Strategic Opportunities Fund (NXDT)
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Upturn Advisory Summary
11/03/2025: 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 11/03/2025 |
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 fund focused on opportunistic investments across various sectors, including real estate and alternative credit. The fund seeks to generate current income and capital appreciation.
Core Business Areas
- Real Estate: Investments in real estate-related assets, including commercial real estate, mortgages, and other real estate-backed securities.
- Alternative Credit: Investments in a diversified portfolio of credit instruments, including corporate loans, structured credit, and other debt securities.
- Private Equity: Strategic partnerships in private equity
Leadership and Structure
The fund is managed by NexPoint Advisors, L.P. James Dondero is the chairman. The fund operates as a closed-end management investment company.
Top Products and Market Share
Key Offerings
- Real Estate Credit: Investments in commercial mortgage-backed securities (CMBS) and other real estate-related debt. Market share data for NHF's specific real estate credit investments is not readily available. Competitors include Annaly Capital Management (NLY) and Blackstone Mortgage Trust (BXMT).
- CLOs: Investments in collateralized loan obligations (CLOs). Market share data for NHF's specific CLO investments is not publicly available. Competitors include Eagle Point Credit Company (ECC) and Oxford Lane Capital Corp (OXLC).
Market Dynamics
Industry Overview
The closed-end fund industry is competitive, with funds seeking to generate income and capital appreciation through diverse investment strategies. The alternative credit and real estate markets are influenced by macroeconomic factors, interest rates, and regulatory changes.
Positioning
NHF is positioned as an opportunistic investor seeking higher yields in less liquid and potentially riskier assets. Its competitive advantage lies in its specialized investment expertise and access to deal flow.
Total Addressable Market (TAM)
The TAM for alternative credit and real estate investments is substantial, estimated to be in the trillions of dollars globally. NHF's positioning allows it to capture a small but potentially lucrative segment of this market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Investment Portfolio
- High Dividend Yield
- Access to Unique Investment Opportunities
Weaknesses
- High Expense Ratio
- Illiquidity of Certain Investments
- Sensitivity to Interest Rate Changes
- Complexity of Investment Strategy
Opportunities
- Growing Demand for Alternative Investments
- Distressed Asset Purchases
- Expansion into New Markets
- Strategic Partnerships
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Credit Risk
Competitors and Market Share
Key Competitors
- OXLC
- ECC
- NLY
- BXMT
Competitive Landscape
NHF competes with other closed-end funds and alternative investment managers. Its competitive advantage lies in its specialized expertise and access to unique investment opportunities. The disadvantages can be its higher expense ratio.
Major Acquisitions
Strategic Private Company Partnership
- Year: 2022
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expand investment portfolio into the private market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the fund's ability to generate returns from its investment portfolio. Performance can be volatile depending on market conditions.
Future Projections: Future projections depend on various factors, including interest rates, economic growth, and the fund's investment decisions. Analyst estimates vary.
Recent Initiatives: Recent initiatives may include new investment strategies, portfolio adjustments, and capital raising activities.
Summary
NexPoint Strategic Opportunities Fund is a closed-end fund with a high dividend yield, investing in real estate and alternative credit. Its strength is the specialized investment expertise, but the high expense ratio is a weakness. Future success depends on economic factors and investment decisions. Investors should be aware of the illiquidity of certain investments and interest rate sensitivity.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual risk tolerance and financial circumstances. Market data may not be accurate.
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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