Tearsheet

NexPoint Diversified Real Estate Trust (NXDT)


Market Price (12/23/2025): $3.935 | Market Cap: $186.7 Mil
Sector: Real Estate | Industry: Diversified REITs

NexPoint Diversified Real Estate Trust (NXDT)


Market Price (12/23/2025): $3.935
Market Cap: $186.7 Mil
Sector: Real Estate
Industry: Diversified REITs

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Dividend Yield is 3.1%
Weak multi-year price returns
2Y Excs Rtn is -78%, 3Y Excs Rtn is -133%
Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is -32 Mil
1 Megatrend and thematic drivers
Megatrends include Sustainable & Green Buildings, and Smart Buildings & Proptech. Themes include ESG REITs, Real Estate Data Analytics, Show more.
  Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 168%
2   Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 48x
3   Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -380%
4   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -53%
5   Key risks
NXDT key risks include [1] substantial indebtedness and exposure to interest rate fluctuations that cause recurring losses and [2] severe profitability issues stemming from a challenged business model.
0 Attractive yield
Dividend Yield is 3.1%
1 Megatrend and thematic drivers
Megatrends include Sustainable & Green Buildings, and Smart Buildings & Proptech. Themes include ESG REITs, Real Estate Data Analytics, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -78%, 3Y Excs Rtn is -133%
3 Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is -32 Mil
4 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 168%
5 Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 48x
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -380%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -53%
8 Key risks
NXDT key risks include [1] substantial indebtedness and exposure to interest rate fluctuations that cause recurring losses and [2] severe profitability issues stemming from a challenged business model.

Valuation, Metrics & Events

NXDT Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Here are five key points explaining the stock movement of NexPoint Diversified Real Estate Trust (NXDT) for the approximate time period from August 31, 2025, to today (December 23, 2025), specifically addressing a significant price drop of 6.93% observed on December 19-20, 2025: **1. Share Offering by Selling Stockholders** A filing for an offering of up to 6,000,000 shares by selling stockholders, announced on August 22, 2025, likely contributed to an increased supply of shares in the market. This potential increase in available shares, valued at over $22 million based on recent prices, could exert downward pressure on the stock price, exceeding the $5 million threshold for inclusion.

**2. General Real Estate Market and REIT Sector Sentiment** As a diversified Real Estate Investment Trust (REIT), NXDT's performance is significantly influenced by broader trends and investor sentiment within the real estate market. While specific market trends for the precise period of the recent drop are not detailed, overall sector dynamics can play a substantial role in individual REIT stock movements.

**3. Dividend Adjustments** The company announced quarterly and preferred share distributions in October and November 2025, with an ex-dividend date around November 21, 2025. Stock prices typically adjust downward around the ex-dividend date as shares begin trading without the value of the upcoming dividend, which could contribute to price fluctuations within the period.

**4. Investor Update Calls** NexPoint Diversified Real Estate Trust conducted investor update calls in November and August 2025. The information shared during these calls, or how investors perceived the company's outlook and performance discussed therein, could have influenced trading decisions and contributed to stock price movements.

**5. Inherent Stock Volatility** NXDT's stock has exhibited high daily volatility. For instance, in the week leading up to December 19, 2025, the stock had an average daily volatility of 12.70%. This indicates that significant daily price swings, such as the observed 6.93% drop from December 19 to December 20, 2025, are characteristic of the stock's trading behavior. Show more

Stock Movement Drivers

Fundamental Drivers

The 0.7% change in NXDT stock from 9/22/2025 to 12/22/2025 was primarily driven by a 8.7% change in the company's P/S Multiple.
922202512222025Change
Stock Price ($)3.893.920.74%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)-33.78-32.49-3.81%
P/S Multiple-5.26-5.728.74%
Shares Outstanding (Mil)45.6947.44-3.83%
Cumulative Contribution0.60%

LTM = Last Twelve Months as of date shown

Market Drivers

9/22/2025 to 12/22/2025
ReturnCorrelation
NXDT0.7% 
Market (SPY)2.7%16.2%
Sector (XLRE)-3.6%35.3%

Fundamental Drivers

The 10.5% change in NXDT stock from 6/23/2025 to 12/22/2025 was primarily driven by a -10.6% change in the company's Shares Outstanding (Mil).
623202512222025Change
Stock Price ($)3.553.9210.47%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)5.03-32.49-746.44%
P/S Multiple30.29-5.72-118.90%
Shares Outstanding (Mil)42.9047.44-10.58%
Cumulative Contribution9.24%

LTM = Last Twelve Months as of date shown

Market Drivers

6/23/2025 to 12/22/2025
ReturnCorrelation
NXDT10.5% 
Market (SPY)14.4%19.8%
Sector (XLRE)-3.7%28.2%

Fundamental Drivers

The -34.5% change in NXDT stock from 12/22/2024 to 12/22/2025 was primarily driven by a -84.1% change in the company's P/S Multiple.
1222202412222025Change
Stock Price ($)5.993.92-34.51%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)-6.77-32.49379.98%
P/S Multiple-36.07-5.72-84.13%
Shares Outstanding (Mil)40.7947.44-16.30%
Cumulative Contribution-36.25%

LTM = Last Twelve Months as of date shown

Market Drivers

12/22/2024 to 12/22/2025
ReturnCorrelation
NXDT-34.5% 
Market (SPY)16.9%27.6%
Sector (XLRE)1.9%26.6%

Fundamental Drivers

The -54.0% change in NXDT stock from 12/23/2022 to 12/22/2025 was primarily driven by a -27.6% change in the company's Shares Outstanding (Mil).
1223202212222025Change
Stock Price ($)8.513.92-53.95%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)�-32.49�
P/S Multiple�-5.72�
Shares Outstanding (Mil)37.1747.44-27.61%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

12/23/2023 to 12/22/2025
ReturnCorrelation
NXDT-34.8% 
Market (SPY)47.7%27.8%
Sector (XLRE)7.2%32.0%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
NXDT Return-34%35%-14%-25%-15%-27%-64%
Peers Return�37%-24%-10%-2%4%�
S&P 500 Return16%27%-19%24%23%17%113%

Monthly Win Rates [3]
NXDT Win Rate50%58%67%33%50%33% 
Peers Win Rate57%68%38%37%48%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
NXDT Max Drawdown-64%0%-17%-31%-37%-51% 
Peers Max Drawdown�-6%-36%-32%-18%-14% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: WPC, GNL, BNL, GOOD, SAFE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/22/2025 (YTD)

How Low Can It Go

Unique KeyEventNXDTS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-57.5%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven135.5%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-64.9%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven184.6%51.3%
2020 Covid PandemicTime to BreakevenTime to BreakevenNot Fully Recovered days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-36.4%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven57.2%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days

Compare to WPC, ALEX, CTO, OLP, EPRT

In The Past

NexPoint Diversified Real Estate Trust's stock fell -57.5% during the 2022 Inflation Shock from a high on 8/16/2022. A -57.5% loss requires a 135.5% gain to breakeven.

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Asset Allocation

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About NexPoint Diversified Real Estate Trust (NXDT)

NexPoint Diversified Real Estate Trust is a closed ended balanced mutual fund launched by Highland Capital Management, L.P. It is managed by Nexpoint Advisors, L.P. The fund invests in the fixed income markets of the United States. It invests in companies across broadly diversified sectors to construct its portfolio. The fund typically invests in senior loans, secured and unsecured floating and fixed rate loans, bonds, debt obligations of stressed, distressed, and bankrupt issuers, mortgage-backed securities, asset-backed securities, and collateralized debt obligations with a primary focus on below investment grade debt and equity securities. It employs a quantitative analysis to create its portfolio. The fund benchmarks the performance of its portfolio against the Dow Jones Credit Suisse Hedge Fund and the HFRX Global Hedge Fund. It was formerly known as NexPoint Strategic Opportunities Fund. NexPoint Diversified Real Estate Trust was formed on June 1, 2006 and is domiciled in the United States.

AI Analysis | Feedback

A mutual fund for diversified real estate investments.

A Berkshire Hathaway for real estate properties.

AI Analysis | Feedback

  • Real Estate Leasing: Generates rental income by owning and leasing out a diversified portfolio of properties across various sectors including industrial, office, and residential.
  • Real Estate Debt Investments: Earns interest income through investments in real estate-related debt instruments, such as mortgages and mezzanine loans.

AI Analysis | Feedback

NexPoint Diversified Real Estate Trust (NXDT) is a real estate investment trust (REIT) that owns and operates a diversified portfolio of real estate assets. Its revenue is primarily derived from rental income across various property types, including office, retail, industrial, self-storage, student housing, and multifamily properties.

Due to the highly diversified nature of its real estate portfolio and tenant base, NXDT does not have "major customers" in the sense of specific, individually named companies that account for a significant portion of its revenue. Its public filings (such as the 10-K) do not disclose any single tenant that represents 10% or more of its consolidated revenues. Therefore, its customer base is best described by categories of tenants that lease its properties.

NXDT serves the following categories of customers:

  • Commercial and Industrial Tenants: This category includes a broad range of businesses and organizations that lease office spaces for their operations, retail spaces for their stores and services, and industrial properties (such as warehouses and distribution centers) for logistics, manufacturing, and other commercial uses.
  • Residential Tenants: This category primarily consists of individuals, including families and students, who rent apartment units in NXDT's multifamily properties or beds in its student housing communities.
  • Self-Storage Users: This category comprises both individuals and small businesses that utilize NXDT's self-storage facilities for storing personal belongings, business inventory, or other items.

AI Analysis | Feedback

  • NexPoint Real Estate Advisors VII, L.P.
  • KPMG LLP

AI Analysis | Feedback

James Dondero Chairman and President

James Dondero is the founder and principal of NexPoint, an alternative investment platform, and has over 30 years of experience in the investment industry, encompassing real estate, private equity, high-yield, and structured credit. He established several integrated businesses to manage investments across these alternative landscapes. Mr. Dondero founded Highland Capital Management in 1993, a credit-focused investment firm that later expanded its market and product offerings. He holds various leadership roles across NexPoint businesses, including serving as a portfolio manager for several funds and as an officer and director at NexPoint's publicly traded REITs. Within the NexPoint network, he has built numerous businesses, serving as President and Chairman of NexPoint Real Estate Finance and NexPoint Residential Trust, and CEO of NexPoint Hospitality Trust. Additionally, Mr. Dondero is the Chairman and Majority Owner of NexBank Capital Inc., and a director of SeaOne Holdings, LLC.

Paul Richards Chief Financial Officer, Executive Vice President of Finance, Treasurer and Assistant Secretary

Paul Richards has served as Chief Financial Officer, Executive Vice President of Finance, Treasurer, and Assistant Secretary of NexPoint Diversified Real Estate Trust since January 2025. He joined NexPoint in 2017 and has been a director for its Sponsor since 2019. Mr. Richards also holds CFO, Executive VP-Finance, Treasurer, and Assistant Secretary roles for other NexPoint-advised entities, including NexPoint Residential Trust, Inc. (NXRT) and NexPoint Real Estate Finance (NREF), since January 2025. He has significant capital markets and financing expertise, having executed over $4 billion in debt financings and over $3 billion in equity offerings and other capital markets initiatives across the real estate platform advised by NexPoint and its affiliates.

Matthew Ryan McGraner Executive Vice President and Chief Investment Officer

Matthew McGraner serves as Executive Vice President, Chief Investment Officer, and Secretary of NexPoint Diversified Real Estate Trust. He is also the Executive Vice President and Chief Investment Officer of NexPoint Real Estate Finance, Inc. (NREF) and NexPoint Residential Trust, Inc. (NXRT), and Chief Investment Officer of NexPoint Hospitality Trust. Mr. McGraner co-founded NexPoint Residential Trust in 2014 and Nexpoint Real Estate Advisors LP. He has served as a Managing Director at NexPoint or its affiliates since May 2013. With over ten years of real estate, private equity, and legal experience, his responsibilities include leading the operations of NexPoint's real estate platform, sourcing and executing investments, managing risk, and developing business opportunities. Prior to joining NexPoint, Mr. McGraner was an associate at Jones Day from 2011 to 2013, specializing in private equity, real estate, and mergers and acquisitions. At Jones Day, he led over $200 million in real estate acquisitions and financing and advised on $16.3 billion in M&A and private equity transactions. Since joining NexPoint, he has led the acquisition and financing of approximately $11.8 billion of real estate investments.

Dustin David Norris Executive Vice President

Dustin Norris serves as Executive Vice President of NexPoint Diversified Real Estate Trust. He also holds the titles of President of NexPoint Securities, Inc. and Head of Distribution and Chief Product Strategist at NexPoint. In these roles, Mr. Norris is responsible for overseeing business development, sales, and marketing efforts across a variety of investment products, including real estate investment trusts, closed-end funds, interval funds, private placements, and Delaware statutory trust exchange offerings.

Dennis Charles Sauter Jr. General Counsel and Secretary

Dennis Charles Sauter Jr. serves as General Counsel of NexPoint Diversified Real Estate Trust. He has also been the General Counsel of NexPoint Advisors, L.P. since April 2021. Before joining NexPoint in February 2020, Mr. Sauter was a partner in the real estate section of Wick Phillips Gould & Martin, LLP in Dallas, Texas, from January 2014. His practice there focused on acquisitions, construction, financing, joint ventures, and complex leasing for REITs, private developers, and institutional investors. His primary responsibility at NexPoint is managing legal matters, including corporate governance, real estate transactions, and capital markets transactions.

AI Analysis | Feedback

The NexPoint Diversified Real Estate Trust (NXDT) faces several significant risks to its business, primarily stemming from its financial structure and the broader economic environment. The three key risks are its substantial indebtedness and sensitivity to interest rates, ongoing profitability challenges, and inherent real estate market risks.

The most significant risk for NXDT is its substantial indebtedness and exposure to interest rate fluctuations. The company carries a considerable debt load, leading to high interest expenses that have, in recent periods, exceeded its operating income, resulting in recurring losses. This high leverage limits its financial and operating flexibility and can hinder its ability to secure additional funding for future needs. Uncertainty around future interest rates and persistent business headwinds further exacerbate this risk.

Closely related to its debt is the challenge of severe profitability issues and a weak business model. NXDT has faced significant losses, with recent aggregate losses nearly double its stock price, and has consistently underperformed the broader market. This indicates fundamental difficulties in generating sufficient revenue and managing costs effectively, especially in the context of high interest expenses.

Finally, as a real estate investment trust, NXDT is subject to inherent real estate market risks and broader economic conditions. Fluctuations in the real estate market, including declining property values, competition from other properties, and the ability to maintain and insure properties, can adversely affect its cash flows and investment values. Unfavorable economic conditions, such as inflation or a recession, can limit the company's access to funding and its ability to generate returns for shareholders.

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  • Rising Interest Rates and Commercial Real Estate Refinancing Wave: The significant increase in interest rates over the past two years is leading to a wave of commercial real estate loan maturities. Many properties, acquired or refinanced when rates were low, face significantly higher borrowing costs and tighter lending standards upon refinancing. This can lead to increased debt service, reduced property valuations, distress, and potential defaults across the commercial real estate sector, impacting NexPoint Diversified Real Estate Trust's direct property investments and its real estate-related debt and equity holdings.
  • Structural Decline in Traditional Office Real Estate: The enduring shift towards hybrid and remote work models continues to erode demand for traditional office space, particularly for older or less amenitized properties. This trend is leading to sustained lower occupancy rates, negative absorption, declining lease rates, and significant valuation write-downs for office assets. While NXDT aims for diversification, any exposure (direct or indirect through investments in other real estate companies or debt collateralized by office properties) to this struggling sector poses a clear emerging threat as the market continues to reprice office assets to reflect new realities.

AI Analysis | Feedback

NexPoint Diversified Real Estate Trust (NXDT) invests in a variety of commercial real estate property types and across the capital structure within the United States. The addressable markets for their main products and services in the U.S. are sized as follows:

  • Industrial Real Estate: The U.S. industrial real estate market size was valued at approximately $265.85 billion in 2024 and is projected to reach $279.43 billion in 2025.
  • Hospitality Real Estate: The U.S. hospitality real estate market size was estimated at $1.03 trillion in 2025 and is projected to grow to $1.33 trillion by 2030. More specifically for hotels, the U.S. market size was estimated at $263.21 billion in 2024 and is projected to reach $280.63 billion in 2025.
  • Net Lease Real Estate: The U.S. net lease investment volume increased by 13% in 2024, totaling $43.7 billion. In the first quarter of 2025, total net-lease investment volume reached $9.6 billion.
  • Retail Real Estate: While a comprehensive market valuation for all U.S. retail real estate was not definitively found, the retail sector garnered a 27% share of sales volume across the four major commercial real estate sectors in 2024. The single-tenant net-lease retail sector alone recorded $5.7 billion in sales volume in the first half of 2025.
  • Office Real Estate: The U.S. office real estate market size is estimated at $369.58 billion in 2025 and is expected to reach $436.81 billion by 2030.
  • Self-Storage Real Estate: The U.S. self-storage market size was valued at $45.41 billion in 2025 and is projected to reach $57.53 billion by 2030. Other estimates for the U.S. self-storage industry value in 2024 range from $21.75 billion to $44.3 billion.
  • Healthcare Real Estate: The U.S. healthcare real estate market size was estimated at $1.32 trillion in 2024 and is projected to grow to $1.87 trillion by 2030. The total estimated value of healthcare real estate is about $2.3 trillion.
  • Multifamily Real Estate: The United States multifamily market size was valued at $265 billion in 2022 and is expected to reach $466 billion in 2030. Multifamily sales volume in the U.S. totaled $157.7 billion over the 12 months leading up to May 2025.
  • Single-Family Rental (SFR) Real Estate: The single-family rental market in the U.S. has a valuation of over $4 trillion. As of 2023, there were 14.2 million SFR households.

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NexPoint Diversified Real Estate Trust (NXDT) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  1. Strategic Portfolio Repositioning and Targeted Acquisitions: NXDT is actively transforming its real estate portfolio by divesting non-core hospitality assets and concentrating on acquiring properties in higher-growth sectors such as residential, life science, self-storage, industrial, and healthcare. This strategic pivot aims to enhance cash flow and achieve capital appreciation.
  2. Operational Efficiencies and Same Store Net Operating Income (NOI) Growth: The company has shown improvements in its operational performance, with Adjusted Funds From Operations (AFFO) increasing significantly in the first half of 2025. Additionally, an 18% increase in Same Store Net Operating Income (NOI) was driven by a 14% rise in rental income and improved occupancy at its core properties. These operational enhancements are expected to continue contributing to revenue growth.
  3. Anticipated Favorable Interest Rate Environment: While recent slower-than-anticipated interest rate cuts have impacted the commercial real estate market, a projected 1% in Fed rate cuts by December 2026 is expected to boost cash flows to common shareholders. Lower interest rates could also reignite the transaction market, creating opportunities for liquidity and capital generation.
  4. Strategic Capital Allocation and Value-Add Investments: NXDT's proactive capital allocation, highlighted by a $400 million preferred share offering in January 2025, provides financial flexibility. These proceeds are intended to fund acquisitions in high-growth sectors and capitalize on undervalued assets, as well as support value-add programs aimed at increasing property cash flow and overall asset value.

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Share Repurchases

  • On October 28, 2024, NexPoint Diversified Real Estate Trust (NXDT) authorized a new share repurchase program for up to $20 million of its common shares and 5.50% Series A Cumulative Preferred Shares, set to expire on October 28, 2026.
  • This new program replaced a previous share repurchase authorization, also for $20 million, that expired on October 24, 2024.
  • As of December 31, 2024, no repurchases had been made under the new share repurchase program, and no repurchases were made under the prior program.

Share Issuance

  • NXDT launched a continuous public offering of up to 16,000,000 shares on January 30, 2025.
  • In January 2025, the company also launched a $400 million continuous offering of 9.00% Series B Cumulative Redeemable Preferred Shares.
  • Quarterly common share distributions are structured as a combination of cash and common shares, with the cash component capped at 20% to help maintain REIT qualification and financial flexibility.

Outbound Investments

  • NXDT completed the acquisition of NexPoint Hospitality Trust (NHT) in the first quarter of 2025, where NHT unitholders received cash or NXDT common shares.
  • In 2024, NXDT contributed approximately $4.6 million to NexPoint Life Sciences II DST and a total of $21 million to NexPoint Semiconductor Manufacturing DST.
  • The company continues to focus on opportunistic and value-add real estate investments across various property types and capital structures, including industrial, hospitality, retail, office, self-storage, life science, multifamily, and single-family rentals.

Capital Expenditures

  • NXDT's investment strategy includes increasing the cash flow and value of its properties through value-add programs, indicating ongoing capital expenditures for property enhancements.
  • Plans for the redevelopment of Cityplace Tower are in progress, including the development of a five-star hotel and Class A multifamily units within the building.

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Trade Ideas

Select ideas related to NXDT. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
MPW_10312025_Short_Squeeze10312025MPWMedical Properties TrustSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.
-0.3%-0.3%-5.8%

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Peer Comparisons for NexPoint Diversified Real Estate Trust

Peers to compare with:

Financials

NXDTWPCGNLBNLGOODSAFEMedian
NameNexPoint.W.P. Car.Global N.Broadsto.Gladston.Safehold  
Mkt Price3.9264.428.3017.4910.6413.6712.16
Mkt Cap0.214.21.83.30.51.01.4
Rev LTM-321,678751448155380414
Op Inc LTM-84821922055305220
FCF LTM41,2742032499543149
FCF 3Y Avg-01,3951682416734117
CFO LTM41,2742422799543169
CFO 3Y Avg-01,3952112746734139

Growth & Margins

NXDTWPCGNLBNLGOODSAFEMedian
NameNexPoint.W.P. Car.Global N.Broadsto.Gladston.Safehold  
Rev Chg LTM-380.0%5.6%17.6%5.5%5.0%0.7%5.2%
Rev Chg 3Y Avg-5.6%26.4%5.3%1.8%15.7%5.6%
Rev Chg Q48.2%8.5%-12.7%5.3%4.1%6.0%5.7%
QoQ Delta Rev Chg LTM3.8%2.1%-2.3%1.3%1.0%1.5%1.4%
Op Mgn LTM-50.5%29.2%49.1%35.3%80.5%49.1%
Op Mgn 3Y Avg-48.0%30.9%49.4%34.2%77.7%48.0%
QoQ Delta Op Mgn LTM-1.0%-0.5%0.1%-0.8%1.9%0.1%
CFO/Rev LTM-75.9%32.2%62.2%61.3%11.4%61.3%
CFO/Rev 3Y Avg-84.4%34.5%62.2%44.4%9.0%44.4%
FCF/Rev LTM-75.9%27.0%55.6%61.3%11.4%55.6%
FCF/Rev 3Y Avg-84.4%26.8%54.8%44.4%9.0%44.4%

Valuation

NXDTWPCGNLBNLGOODSAFEMedian
NameNexPoint.W.P. Car.Global N.Broadsto.Gladston.Safehold  
Mkt Cap0.214.21.83.30.51.01.4
P/S-8.52.47.33.22.63.2
P/EBIT-20.533.818.08.33.118.0
P/E-1.938.9-6.536.723.68.716.2
P/CFO48.011.27.611.85.222.611.5
Total Yield-49.2%8.1%-3.6%9.4%7.5%16.7%7.8%
Dividend Yield3.1%5.5%11.6%6.6%3.3%5.2%5.3%
FCF Yield 3Y Avg-0.1%10.4%9.6%7.6%11.9%2.4%8.6%
D/E1.70.61.60.71.74.51.7
Net D/E1.70.61.50.71.74.51.6

Returns

NXDTWPCGNLBNLGOODSAFEMedian
NameNexPoint.W.P. Car.Global N.Broadsto.Gladston.Safehold  
1M Rtn45.2%-4.0%4.0%-4.4%-0.7%3.0%1.2%
3M Rtn0.7%-2.7%5.7%-2.7%-14.5%-14.0%-2.7%
6M Rtn10.5%2.7%14.2%9.1%-23.2%-10.4%5.9%
12M Rtn-34.5%25.9%30.5%16.7%-27.4%-26.9%-5.1%
3Y Rtn-54.0%-1.8%-4.1%28.7%-25.9%-50.4%-15.0%
1M Excs Rtn48.5%-8.0%1.4%-7.6%-3.6%1.9%-1.1%
3M Excs Rtn-0.1%-8.2%2.1%-7.8%-18.0%-18.5%-8.0%
6M Excs Rtn-6.8%-10.0%3.3%-2.2%-35.5%-23.3%-8.4%
12M Excs Rtn-48.5%8.8%15.4%-1.0%-44.2%-45.0%-22.6%
3Y Excs Rtn-132.7%-79.5%-84.5%-51.6%-103.9%-127.5%-94.2%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023
Single Segment -46
Total -46


Assets by Segment
$ Mil20242023
NexPoint Diversified Real Estate Trust1,098 
NexPoint Hospitality Trust0 
Total1,098 


Price Behavior

Price Behavior
Market Price$3.92 
Market Cap ($ Bil)0.2 
First Trading Date09/10/2012 
Distance from 52W High-34.5% 
   50 Days200 Days
DMA Price$3.08$3.49
DMA Trenddowndown
Distance from DMA27.3%12.3%
 3M1YR
Volatility71.1%59.3%
Downside Capture-11.8772.37
Upside Capture-6.6719.69
Correlation (SPY)15.5%26.9%
NXDT Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta1.181.401.461.620.871.02
Up Beta4.714.034.163.730.720.88
Down Beta3.311.151.471.471.521.32
Up Capture-25%-2%-12%33%13%28%
Bmk +ve Days13263974142427
Stock +ve Days10193060109349
Down Capture16%137%136%151%89%106%
Bmk -ve Days7162452107323
Stock -ve Days9223062133382

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of NXDT With Other Asset Classes (Last 1Y)
 NXDTSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-34.2%-2.0%14.7%67.3%6.8%-0.5%-16.6%
Annualized Volatility59.6%17.4%19.7%19.3%15.2%17.6%35.4%
Sharpe Ratio-0.48-0.270.572.540.23-0.18-0.25
Correlation With Other Assets 25.1%27.5%-5.6%0.6%27.7%5.9%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of NXDT With Other Asset Classes (Last 5Y)
 NXDTSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-11.1%5.8%15.0%18.9%11.8%5.1%35.8%
Annualized Volatility39.9%19.1%17.1%15.5%18.7%18.9%48.9%
Sharpe Ratio-0.180.210.710.980.510.180.63
Correlation With Other Assets 38.2%34.5%5.4%7.1%40.8%12.0%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of NXDT With Other Asset Classes (Last 10Y)
 NXDTSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-6.2%6.5%14.9%14.9%6.7%5.5%69.9%
Annualized Volatility36.5%20.6%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio-0.060.280.710.840.300.230.90
Correlation With Other Assets 37.1%36.6%3.0%15.6%41.0%11.3%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date11282025
Short Interest: Shares Quantity872,272
Short Interest: % Change Since 11152025-25.4%
Average Daily Volume566,383
Days-to-Cover Short Interest1.54
Basic Shares Quantity47,436,000
Short % of Basic Shares1.8%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/10/20224.6%8.3%-1.8%
SUMMARY STATS   
# Positive110
# Negative001
Median Positive4.6%8.3% 
Median Negative  -1.8%
Max Positive4.6%8.3% 
Max Negative  -1.8%

SEC Filings

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Report DateFiling DateFiling
93020251113202510-Q 9/30/2025
6302025814202510-Q 6/30/2025
3312025515202510-Q 3/31/2025
12312024331202510-K 12/31/2024
93020241108202410-Q 9/30/2024
6302024809202410-Q 6/30/2024
3312024510202410-Q 3/31/2024
12312023314202410-K 12/31/2023
93020231114202310-Q 9/30/2023
6302023814202310-Q 6/30/2023
3312023512202310-Q 3/31/2023
12312022331202310-K 6/30/2022
93020221114202210-Q 9/30/2022
63020229082022N-CSRS 6/30/2022
123120213112022N-CSR 12/31/2021
63020219092021N-CSRS 6/30/2021