Logotype for NexPoint Real Estate Finance Inc

NexPoint Real Estate Finance (NREF) investor relations material

NexPoint Real Estate Finance Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for NexPoint Real Estate Finance Inc
Q2 2025 earnings summary31 Jul, 2025

Executive summary

  • Net income attributable to common stockholders was $12.3 million ($0.54 per diluted share) for Q2 2025, up 64% year-over-year, with dividends declared at $0.50 per share.

  • Portfolio totals $1.1 billion across 86 investments, diversified across multifamily, life science, SFR, and other sectors, with 74% stabilized assets.

  • Management remains optimistic about market dynamics and expects growth in the second half of the year, maintaining a disciplined investment approach.

  • Focus on generating attractive, risk-adjusted returns through a flexible, relative-value investment strategy.

  • Portfolio is geographically diverse with minimal construction loan exposure and no heavy transitional or for-sale loans.

Financial highlights

  • Interest income increased by $4.6 million year-over-year to $22.8 million; interest expense decreased by $0.7 million.

  • Earnings available for distribution (EAD) per diluted share was $0.43; cash available for distribution (CAD) per diluted share was $0.46 for Q2 2025.

  • Book value per share increased 1% sequentially to $17.40 at June 30, 2025.

  • Regular dividend of $0.50 per share paid and declared for Q2 2025; dividend coverage ratio was 0.92x.

  • Net interest income for Q2 2025 was $12.1 million, up 79.1% year-over-year.

Outlook and guidance

  • Q3 2025 guidance: EAD per diluted share expected at $0.423–$0.425 (midpoint); CAD per diluted share at $0.50–$0.505 (midpoint).

  • Q3 2025 net income attributable to common stockholders estimated between $6.9 million and $9.4 million.

  • Q3 2025 dividend of $0.50 per share declared, to be paid September 30, 2025.

  • Management expects incremental pipeline activity to increase CAD run rate in the high single digits.

  • EAD and CAD dividend coverage ratios for Q3 2025 expected to range from 0.66x to 1.10x.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next NexPoint Real Estate Finance earnings date

Logotype for NexPoint Real Estate Finance Inc
Q3 202530 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next NexPoint Real Estate Finance earnings date

Logotype for NexPoint Real Estate Finance Inc
Q3 202530 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

NexPoint Real Estate Finance Inc is a real estate finance company that invests in structured real estate credit, including multifamily, self-storage, and hospitality sectors. The company originates and acquires senior loans, mezzanine loans, and preferred equity. It operates as a REIT. The company is headquartered in Dallas, Texas, and its shares are listed on the NYSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage