The earnings call presented a mixed view with strong net income growth and strategic success in leasing, but faced challenges in distribution earnings, self-storage sector performance, and some delinquency concerns in specific portfolios.

Company Guidance -

Q3 2025

In the Q2 2025 earnings call for NexPoint Real Estate Finance, the company provided guidance for the upcoming third quarter. They anticipate earnings available for distribution to be approximately $0.42 per diluted common share, with a range from $0.37 to $0.47. Cash available for distribution is expected at $0.50 per diluted common share, with a range between $0.45 and $0.55. The company reported a net income of $0.54 per diluted share for the second quarter of 2025, an increase from $0.40 per diluted share in the same period of 2024, driven by a $4.6 million rise in interest income. They maintained a regular dividend of $0.50 per share and projected a similar dividend for Q3. The portfolio value stood at $1.1 billion, with significant investments across multifamily, life science, and single-family rental sectors. The debt-to-equity ratio was reported at 1.14x, with a total debt outstanding of $815.6 million and a weighted average cost of 5.9%.

Increased Net Income

Net income for Q2 2025 was $0.54 per diluted share, up from $0.40 per diluted share in Q2 2024, driven by a $4.6 million increase in interest income.

Interest Income Growth

Interest income increased to $22.8 million in Q2 2025 from $18.2 million in Q2 2024, primarily due to increased income from investments.

Dividend Announcement

Declared a regular dividend of $0.50 per share for Q3 2025, consistent with Q2 2025.

Strong Portfolio Performance

The portfolio consists of 86 investments with a total outstanding balance of $1.1 billion, with significant allocations in multifamily and life science sectors.

Positive Market Outlook

Demand outperformed expectations with a national stabilized occupancy rate improved to 94.6% in July 2025, indicating an improving rental market.

Life Science Leasing Success

Successfully closing in on a 245,000 square foot lease with an AI biologics company, expected to enhance the Alewife project.

NexPoint Real Estate ate Finance (NREF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NREF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.42 / -	0.75	―	―	―
Jul 31, 2025	2025 (Q2)	0.46 / 0.43	0.68	-36.76% (-0.25)
May 01, 2025	2025 (Q1)	0.49 / 0.41	-0.46	189.13% (+0.87)
Feb 27, 2025	2024 (Q4)	0.76 / 0.83	0.44	88.64% (+0.39)
Oct 31, 2024	2024 (Q3)	0.48 / 0.75	0.43	74.42% (+0.32)
Aug 01, 2024	2024 (Q2)	0.45 / 0.68	0.46	47.83% (+0.22)
May 02, 2024	2024 (Q1)	-0.44 / -0.46	0.52	-188.46% (-0.98)
Feb 29, 2024	2023 (Q4)	0.48 / 0.44	0.49	-10.20% (-0.05)
Nov 02, 2023	2023 (Q3)	0.47 / 0.43	0.48	-10.42% (-0.05)
Jul 27, 2023	2023 (Q2)	0.46 / 0.46	0.56	-17.86% (-0.10)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NREF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$14.34	$13.80	-3.77%
May 01, 2025	$14.17	$13.85	-2.26%
Feb 27, 2025	$15.21	$15.39	+1.18%
Oct 31, 2024	$12.95	$13.79	+6.49%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does NexPoint Real Estate ate Finance (NREF) report earnings?

NexPoint Real Estate ate Finance (NREF) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is NexPoint Real Estate ate Finance (NREF) earnings time?

NexPoint Real Estate ate Finance (NREF) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NREF EPS forecast?

NREF EPS forecast for the fiscal quarter 2025 (Q3) is 0.42.

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