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NREF NexPoint Real Estate Finance, Inc.

USReal Estate
$17.52+2.58%ClosedMarket Cap: $330.2M

As of 2026-08-24

Why NREF matters now

NexPoint Real Estate Finance, Inc. (NREF) is a US stock in Real Estate. The latest InvestLog snapshot shows $17.52 with +2.58% on the session and $330.2M in market capitalization; recent performance reads 1-month -1.20% and YTD +5.61%.

The latest financial table shown here is Q1 2026, with revenue of $33.8M, net income of $20.3M, and EPS of $0.42. Investors can compare that operating picture with valuation signals such as P/E 2.19 and FCF yield 5.8%.

The latest indexable market news headline is "NexPoint Real Estate Finance Q2 Earnings Call Highlights" from MarketBeat.

Additional event context on this page matters because analyst consensus is Hold with a median target of $15.00; recent insider activity includes DONDERO JAMES D filing M-Exempt. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

2.19

PEG

0.01

P/B

0.71

P/S

1.90

EV/EBITDA

29.98

DCF Value

$100.22

FCF Yield

5.8%

Div Yield

13.5%

Margins & Returns

Gross Margin

80.8%

Operating Margin

99.6%

Net Margin

70.2%

ROE

19.7%

ROA

2.0%

ROIC

2.8%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$33.8M$20.3M$0.42
Q4 2025$33.7M$21.4M$0.48
FY 2025$126.1M$105.1M$2.85
Q3 2025$32.5M$43.1M$1.14

Analyst Ratings

Consensus

Hold

Target (Consensus)

$15.00

Target (Median)

$15.00

Target Range

$15.00 - $15.00

Strong Buy: 0Buy: 0Hold: 4Sell: 0Strong Sell: 0
Keefe, Bruyette & WoodsMarket Perform
2026-05-08
Piper SandlerNeutral
2026-04-02
Keefe, Bruyette & WoodsMarket Perform
2026-01-08
Piper SandlerNeutral
2025-08-04

Trading Activity

Insider Trades

DONDERO JAMES Ddirector, 10 percent owner, officer: President
Sell2026-04-06
DONDERO JAMES Ddirector, 10 percent owner, officer: President
Sell2026-04-06
McGraner Mattofficer: See Remarks
Sell2026-04-06
McGraner Mattofficer: See Remarks
Sell2026-04-06
McGraner Mattofficer: See Remarks
Sell2026-04-06

Company Info

Sector

Real Estate

Industry

REIT - Mortgage

Country

US

Exchange

Beta

1.16

NexPoint Real Estate Finance, Inc. (NREF) is a U.S.-based real estate finance firm. Its core activities involve the origination, structuring, and investment in a diverse range of real estate-backed financial products. These encompass senior mortgage debt, mezzanine debt, preferred equity, preferred stock, and securitized multifamily commercial mortgage-backed securities. The company aims to qualify as a Real Estate Investment Trust (REIT) for U.S. federal income tax purposes. This status generally allows it to avoid federal corporate income taxes, provided it distributes at least 90% of its taxable earnings to its shareholders. Established in 2019, NREF is headquartered in Dallas, Texas.