NexPoint Real Estate Finance, Inc.
NREF
NYSE·Real Estate·REIT - Mortgage·Mkt cap $335.3M
$17.79
▲ +0.74%
P/E
7.99
Mkt Cap
$335.3M
52-Wk Range
$12.36–$18.43
52-Week Range
$12.36 - $18.43
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 16.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- REIT tax structure enabling 90% income distribution to shareholders
- Diversified capital stack positioning across senior, mezzanine, and equity tranches
- Specialized expertise in multifamily real estate finance and securitizations
- Dallas-based platform with institutional underwriting capabilities
Bear Case
2 risks
- Average volatility.
- Premium valuation to Mortgage REITs peers
Growth
Revenue decline expected
Expansion of first mortgage loan originations in multifamily sector
Value
Premium valuation to Mortgage REITs peers
Momentum
Strong
+13.7% over 3m
Quality
Excellent
Excellent business quality
Dividend
High yield
11.24% yield
Smart-money signal
Who's buying NREF right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 6, 2026
Reported EPS of $0.46 vs $0.40 consensus (+16.0% surprise).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+16.0%
Revenue trend · last 8Q
—
+40%
+55%
+59%
+103%
-11%
+47%
-100%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$34.3M
$37.9M
$28.5M
$31.4M
$32.5M
$33.7M
$41.8M
$0
Margins · last 8Q
Gross
—
Operating
—
Profit
—
Wall Street consensus
2 analysts · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: Piper Sandler · Jul 2, 2026
vs Industry
How NREF stacks vs REIT - Mortgage
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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