Nexpoint Real Estate Finance Delivers Consistent Returns and Strategic Execution

Nexpoint Real Estate Finance (NREF) continues to demonstrate its commitment to shareholder returns and prudent capital management through recent financial disclosures and corporate actions. The company's latest operational and financial updates paint a picture of a firm focused on delivering value through dividends, maintaining a robust portfolio, and securing strategic funding.

The foundation for the company's recent shareholder distributions lies in its third-quarter 2025 results. For the period ending September 30, 2025, Nexpoint reported net income attributable to common stockholders of $35.0 million. This translated to $1.14 per diluted share.

A key metric, Cash Available for Distribution (CAD), reached $12.1 million, or $0.53 per diluted common share, for the same quarter. The firm's aggregate investment portfolio is valued at $1.1 billion and consists of 88 individual investments. Portfolio health indicators remained strong, with a weighted average Loan-to-Value (LTV) ratio of 54.9% and a Debt Service Coverage Ratio (DSCR) of 1.41x. The portfolio is well-diversified, with major exposures in multifamily properties (47.3%), life sciences assets (33.9%), and single-family rental properties (15.9%).

Shareholder Returns Through Declared Dividends

Reflecting its operational performance, Nexpoint has announced dividends for both its common and preferred shareholders.

For common stockholders, a quarterly cash dividend of $0.50 per common share was declared on October 28, 2025. This payment is scheduled for distribution on December 31, 2025.

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Separately, the company declared a dividend for its 8.50% Series A Cumulative Redeemable Preferred Stock. Announced on December 5, 2025, this dividend amounts to $0.53125 per share. It will be paid on January 26, 2026, to shareholders of record as of January 15, 2026. These consistent payouts highlight the company's strategy of returning capital to its investors.

Strategic Capital Initiatives for Future Growth

Beyond dividends, Nexpoint is taking steps to bolster its financial flexibility. On November 4, 2025, the company commenced a continuous public offering of up to 8,000,000 shares of its 8.00% Series C Cumulative Redeemable Preferred Stock. The shares are being offered at a price of $25.00 per share, which could generate gross proceeds of up to $200 million.

It is noted that no public market currently exists for these Series C preferred shares, and the company does not intend to apply for a listing on a securities exchange. This initiative serves as a targeted capital-raising tool. Furthermore, during Q3 2025, the company engaged in portfolio management by purchasing preferred equity interests with a total cost of $42.5 million.

Investors can anticipate the next significant financial update with the release of fourth-quarter 2025 results, which are expected in February 2026.