Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-02
NXRT [bullish]
NexPoint Residential Trust, Inc.
-11.01%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
NexPoint Residential Trust is a publicly traded real estate investment trust, with its shares listed on the New York Stock Exchange.
Market Cap
$625.9M
Pitch Price
$28.78
Price Target
N/A
Dividend
8.61%
EV/EBITDA
17.40
P/E
-19.53
EV/Sales
8.59
Sector
Residential REITs
Category
value
REIT book to start the year: NexPoint Residential Trust, Inc.
NXRT (new position): Trading 40% below $50 midpoint NAV, CEO hints at corporate transaction if gap doesn't close. 7% dividend yield + 7% implied cap rate vs 5.25% market cap rates for Sunbelt assets. Lowest AFFO multiple in multifamily. External mgmt concerns but high insider ownership creates alignment. BlackRock/Starwood increasing stakes. 5% position.
Read full article (2 min)