The earnings call presented a mixed outlook. While the company experienced significant growth in net income and interest income, challenges in earnings distribution, residential supply pressures, and storage sector struggles tempered the positive aspects. The successful lease agreement in the life science sector and a low leverage profile provide optimism, but the overall picture remains balanced between positive and negative factors.

Company Guidance

During the NexPoint Real Estate Finance Q2 2025 earnings call, the company provided guidance for the upcoming third quarter. They projected earnings available for distribution at $0.42 per diluted common share, with a range between $0.37 and $0.47. They also guided cash available for distribution at $0.50 per diluted common share, with a range from $0.45 to $0.55. The company reported a net income of $0.54 per diluted share for Q2 2025, an increase from $0.40 in Q2 2024, attributed to a $4.6 million rise in interest income. The call also highlighted a decrease in interest expense by $700,000, a book value per share increase to $17.40, and a regular dividend payout of $0.50 per share. The company's portfolio includes 86 investments valued at $1.1 billion, with a debt-to-equity ratio of 1.14x.

Increase in Net Income

Net income increased to $0.54 per diluted share in Q2 2025 from $0.40 per diluted share in Q2 2024, driven by an increase in interest income.

Interest Income Growth

Interest income rose by $4.6 million to $22.8 million in Q2 2025 from $18.2 million in Q2 2024, primarily due to increased income from investments.

Decrease in Interest Expense

Interest expense decreased by $700,000 in Q2 2025 compared to the same period in the prior year, attributed to deleveraging efforts.

Stabilized Occupancy Rate Improvement

The national stabilized occupancy rate improved to 94.6% in July, with demand outperforming expectations in the first half of the year.

Life Science Lease Agreement

A 245,000 square foot lease was secured with an AI biologics company, producing a debt yield of just over 8% for the Alewife project.

Low Leverage Profile

The company maintains a low leverage profile, providing various capital options to pursue accretive growth.

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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