Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$289.9M
19M shares
52-week range
$12.36 – $16.13
85% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NYSE
CS
Borrow rate
0.71%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $34.3M | $18.3M | $19.5M | $34.8M | $40.4M | $42.1M | $110.3M | $126.1M |
| Cost of revenue | $11.1M | $0 | $0 | $30.0M | $4.4M | $4.2M | $11.1M | $14.0M |
| Gross profit | $23.2M | $18.3M | $19.5M | $34.8M | $36.0M | $37.9M | $99.3M | $112.1M |
| Gross margin | 67.7% | 100.0% | 100.0% | 100.0% | 89.1% | 90.1% | 90.0% | 88.9% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $19.4M | $0 | $0 | $83.5M | $25.6M | $25.4M | $84.8M | $163.6M |
| EBITDA | $38.8M | $0 | $0 | $83.5M | $57.3M | $2.5M | $90.4M | $168.9M |
| Net income | $19.4M | $0 | $12.8M | $43.1M | $6.7M | $14.0M | $29.2M | $105.1M |
| Net margin | 56.6% | 0.0% | 65.9% | 124.0% | 16.7% | 33.2% | 26.5% | 83.3% |
| EPS (diluted) | 3.88 | 0.00 | 1.74 | 3.93 | 0.22 | 0.60 | 1.02 | 2.85 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $59M | $1.69 | $1.66–$1.72 | 2 |
| 2027 | $61M | $1.78 | $1.76–$1.80 | 2 |
Forward consensus · source: Financial Modeling Prep
| Symbol | Price | Today | Mkt cap | P/E |
|---|---|---|---|---|
| NREFNexPoint Real Estate Finance, Inc. | $15.67 | +1.89% | $295M | — |
| ACRACRES Commercial Realty Corp. | $17.94 | -3.00% | $131M | — |
| ACREAres Commercial Real Estate Corporation | $4.47 | -0.78% | $248M | — |
| AOMRAngel Oak Mortgage, Inc. | $8.93 | -1.38% | $222M | — |
| MITNTPG Mortgage Investment Trust Inc 9.500% Senior Notes due 2029 |
NexPoint Real Estate Finance Inc is a commercial mortgage REIT focused on generating attractive, risk-adjusted returns for shareholders over the long term. The company invests mainly in first-lien mortgage loans, mezzanine loans, preferred equity, multifamily properties, and common equity investments, as well as multifamily and single-family rental CMBS securitizations, promissory notes, revolving credit facilities, and stock warrants. It focuses on real estate sectors where its management has operating expertise, including multifamily, single-family rental, self-storage, industrial, and life sciences, mainly in top metropolitan areas.
nref.nexpoint.comNo one on the platform currently holds NREF.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 12,900 | $202.4K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-15 | $0.5000 | 2026-06-30 |
| 2026-03-13 | $0.5000 | 2026-03-31 |
| 2025-12-15 | $0.5000 | 2025-12-31 |
| 2025-09-15 | $0.5000 | 2025-09-30 |
| 2025-06-13 | $0.5000 | 2025-06-30 |
| 2025-03-14 | $0.5000 | 2025-03-31 |
| 2024-12-13 | $0.5000 | 2024-12-31 |
| 2024-09-13 | $0.5000 | 2024-09-30 |
| 2024-06-14 | $0.5000 | 2024-06-28 |
| 2024-03-14 | $0.5000 | 2024-03-28 |
No one on the platform has traded NREF yet.
| $25.50 |
| +0.00% |
| $811M |
| — |
| MITTTPG Mortgage Investment Trust Inc | $7.96 | -1.61% | $253M | — |
| REFIChicago Atlantic Real Estate Finance, Inc. | $11.22 | -1.67% | $239M | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-12-14 |
| $0.5000 |
| 2023-12-29 |
| 2023-12-14 | $0.1850 | 2023-12-29 |
Trading at 7.8× earnings vs its 14.5× historical median P/E.
Fair value ≈ $28.87 · price $15.58 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$NREF Share Price: $15.81 Contract Selected: Nov 20, 2026 $15 Calls Buy Zone: $0.80 – $0.99 Target Zone: $1.36 – $1.66 Potential Upside: 60% ROI Time to Expiration: 169 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$NREF NexPoint Real Estate Finance entered a $375 million senior secured term loan facility and drew $310 million to refinance maturing notes.
View on StockTwits ↗$NREF Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.42 down -40.00% YoY • Reported revenue of $15.3M down -55.32% YoY • NexPoint Real Estate Finance estimates 2Q 2026 net income attributable to common stockholders between $7.5 million and $9.8 million, with EAD per diluted common share guidance at $0.43 and CAD at $0.54.
View on StockTwits ↗$NREF Q4 '25 Earnings Results & Recap • Reported GAAP EPS of $0.52 up 20.93% YoY • Reported revenue of $33.84M up 40.21% YoY • NexPoint Real Estate Finance Inc estimates 1Q 2026 net income attributable to common stockholders to be between $6.5M and $8.8M, with 1Q 2026 EAD per diluted common share guidance at $0.40 at the midpoint.
View on StockTwits ↗Mortgage rates just hit fresh 2025 lows — and mREITs are back on the radar. 👀 Rates near 6.15% are improving housing demand, putting mortgage REITs like $EFC, $NLY, and $NREF squarely in focus as the rate backdrop shifts. See why these mREITs are getting attention right now 👉 https://www.zacks.com/stock/news/2812401/mortgage-rates-end-2025-with-fresh-low-3-mreit-stocks-in-focus?cid=sm-stocktwits-2-2812401-teaser-27458&ADID=SYND_STOCKTWITS_TWEET_2_2812401_TEASER_27458
View on StockTwits ↗Mortgage rates hit 2025 lows — time to watch $EFC, $NLY, and $NREF! 🏡 📉 Rates fell to 6.15%, boosting homebuyer activity and mREIT prospects. 📈 $EFC boasts a Zacks Rank #2 with a 25.3% earnings rise forecasted for 2025, while $NLY and $NREF have a Zacks Rank #3, with earnings rise forecasted at 7.4% and 1.7% for 2025, respectively. Discover the full setup here 👉 https://www.zacks.com/stock/news/2812401/mortgage-rates-end-2025-with-fresh-low-3-mreit-stocks-in-focus?cid=sm-stocktwits-2-2812401-body-27460&ADID=SYND_STOCKTWITS_TWEET_2_2812401_BODY_27460
View on StockTwits ↗$NREF Current Stock Price: $14.04 Contracts to trade: $5 NREF Jan 16 2026 Call Entry: $8.30 Exit: $12.58 ROI: 52% Hold ~31 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Mortgage rates easing — is this the setup mREIT bulls have been waiting for? 👀📉 Falling mortgage rates and expected Fed cuts are improving mREIT outlooks, putting $TWO, $NREF, and $EFC squarely in focus for 2026. See why these three mREITs are getting attention as rates come down 👉 https://www.zacks.com/stock/news/2806942/mortgage-rates-continue-to-ease-3-mreit-stocks-to-bet-on-for-2026?cid=sm-stocktwits-2-2806942-teaser-25695&ADID=SYND_STOCKTWITS_TWEET_2_2806942_TEASER_25695
View on StockTwits ↗Why mREIT stocks like $TWO, $NREF, and $EFC could soar in 2026 🚀 👉 Lower mortgage rates expected as Fed eases, boosting purchase originations & refinancing 👉 Solid dividend yields: TWO 12.01%, NREF 13.72%, EFC 11.30% 👉 Zacks Ranks: TWO #1, NREF #2, EFC #2 Discover why these mREITs might deliver strong returns 👉 https://www.zacks.com/stock/news/2806942/mortgage-rates-continue-to-ease-3-mreit-stocks-to-bet-on-for-2026?cid=sm-stocktwits-2-2806942-body-25694&ADID=SYND_STOCKTWITS_TWEET_2_2806942_BODY_25694
View on StockTwits ↗$NREF Share Price: $14.44 Contract Selected: May 15, 2026 $15 Calls Buy Zone: $0.47 – $0.58 Target Zone: $0.83 – $1.01 Potential Upside: 68% ROI Time to Expiration: 150 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$NREF Current Stock Price: $13.34 Contracts to trade: $15 NREF Nov 21 2025 Call Entry: $0.01 Exit: $0.02 ROI: 90% Hold ~26 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$NREF Excellent article that nails exactly where NREF stands right now. So if you want to update your NREF knowledge or get acquainted with NREF, this is a must read. https://beyondspx.com/quote/NREF/analysis/nexpoint-real-estate-finance-unlocking-value-through-specialized-lending-and-strategic-capital-deployment-nyse-nref
View on StockTwits ↗Piper Sandler has adjusted their stance on NexPoint Real Estate ( $NREF ), setting the rating to Neutral with a target price of 16 → 15.
View on StockTwits ↗$NREF Back to insane levels again. I picked up more shares today.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.