Share Price | NexPoint Diversified Real Estate Trust Stock Analysis & Recommendation

Q: Is NexPoint Diversified Real Estate Trust overvalued or undervalued?

As of 14 March 2024, the valuation grade for NexPoint Diversified Real Estate Trust has moved from does not qualify to risky, indicating a significant downgrade in its perceived investment quality. The company appears to be overvalued given its current metrics, particularly with a Price to Book Value of 0.23 and an EV to EBITDA of -10.57, which suggest that the market is pricing the stock higher than its fundamental value. Additionally, the negative ROCE of -3.86% and ROE of -6.16% further highlight the company's struggles in generating returns.In comparison to its peers, NexPoint's valuation ratios are concerning; for instance, Whitestone REIT has a P/E of 39.17, while Invesco Mortgage Capital boasts an EV to EBITDA of 1.20, both significantly better than NexPoint's metrics. The stock's performance has also lagged behind the S&P 500, with a year-to-date return of -31.48% compared to the index's 12.22%, and a 3-year return of -72.08% versus 70.41% for the S&P 500. This stark contrast reinforces the notion that NexPoint Diversified Real Estate Trust is currently overvalued.

Q: Is NexPoint Diversified Real Estate Trust technically bullish or bearish?

As of 8 September 2025, the technical trend for NexPoint Diversified Real Estate Trust has changed from mildly bearish to bearish. The current technical stance is bearish, with key indicators supporting this view including a bearish MACD on the weekly timeframe and bearish moving averages on the daily timeframe. The KST is mildly bearish on the weekly, and both the Dow Theory and Bollinger Bands indicate a bearish sentiment on the weekly and monthly levels. In terms of performance, the stock has underperformed significantly against the S&P 500 over multiple periods, with a year-to-date return of -31.48% compared to the S&P 500's 12.22%, and a 1-year return of -33.65% versus 17.14% for the benchmark.

Q: How big is NexPoint Diversified Real Estate Trust?

Market Cap: As of Jun 18, NexPoint Diversified Real Estate Trust has a market capitalization of 175.96 million, categorizing it as a Micro Cap company.Recent Quarterly Performance: For the latest four quarters, NexPoint Diversified Real Estate Trust reported net sales of 101.40 million. During the same period, the company experienced a net profit of -70.13 million.Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 836.51 million and total assets amounting to 1,224.84 million.

Q: What does NexPoint Diversified Real Estate Trust do?

Overview:NexPoint Diversified Real Estate Trust operates in the realty industry and is classified as a micro-cap company.Financial Snapshot:Most recent Net Sales: 31 Million (Quarterly Results - Mar 2025) Most recent Net Profit: -35 Million (Quarterly Results - Mar 2025) Market-cap: USD 175.96 Million (Micro Cap)Key Metrics:P/E: NA (Loss Making) Industry P/E: NA Dividend Yield: 3.57% Debt Equity: -999,999.00 Return on Equity: -6.16% Price to Book: 0.22Contact Details:Details: No Company Details Available Registrar Address: Not available.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

100.88 k

Shareholding (Mar 2026)

FII

1.76%

Held by 33 FIIs

DII

98.24%

Held by 26 DIIs

Promoter

0.00%

Is NexPoint Diversified Real Estate Trust overvalued or undervalued?

20-Sep-2025

As of March 14, 2024, NexPoint Diversified Real Estate Trust has been downgraded to a risky valuation grade due to overvaluation indicated by poor financial metrics, negative returns, and significantly underperforming compared to its peers and the S&P 500.

View full answer

Is NexPoint Diversified Real Estate Trust technically bullish or bearish?

20-Sep-2025

As of September 8, 2025, NexPoint Diversified Real Estate Trust has a bearish technical trend, indicated by a bearish MACD, moving averages, and underperformance with a year-to-date return of -31.48% compared to the S&P 500's 12.22%.

View full answer

How big is NexPoint Diversified Real Estate Trust?

22-Jun-2025

As of Jun 18, NexPoint Diversified Real Estate Trust has a market capitalization of 175.96 million and reported net sales of 101.40 million with a net profit of -70.13 million over the latest four quarters. The company has shareholder's funds of 836.51 million and total assets of 1,224.84 million as of Dec 24.

View full answer

What does NexPoint Diversified Real Estate Trust do?

22-Jun-2025

NexPoint Diversified Real Estate Trust is a micro-cap real estate company with recent net sales of $31 million and a net loss of $35 million. It has a market cap of $175.96 million, a dividend yield of 3.57%, and a price-to-book ratio of 0.22.

View full answer

Compare NexPoint Diversified Real Estate Trust with Similar Stocks

BRT Apartments Corp.Orchid Island Capital, Inc.CTO Realty Growth, Inc.

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

Unrated Stock - No Analysis Available

Mojo Parameters

Stock DNA

Industry

Realty

Market cap

USD 208 Million (Micro Cap)

P/E

NA (Loss Making)

Industry P/E

Dividend Yield

12.28%

Debt Equity

-999,999.00

Return on Equity

-12.60%

Price to Book

0.28

Revenue and Profits:

Net Sales:

20 Million

(Quarterly Results - Mar 2026)

Net Profit:

-21 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

2.72%

6 Months

12.13%

1 Year

15.56%

2 Years

-4.83%

3 Years

-60.3%

4 Years

-68.87%

5 Years

-67.76%

NexPoint Diversified Real Estate Trust for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

1.80%

EBIT Growth (5y)

-176.22%

EBIT to Interest (avg)

-3.55

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

2.99%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

62.11%

ROCE (avg)

ROE (avg)

Valuation key factors

Factor

Value

P/E Ratio

NA (Loss Making)

Industry P/E

Price to Book Value

0.28

EV to EBIT

-2.26

EV to EBITDA

-2.93

EV to Capital Employed

0.23

EV to Sales

1.60

PEG Ratio

Dividend Yield

12.28%

ROCE (Latest)

-9.99%

ROE (Latest)

-12.60%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Mildly Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Mildly Bearish

Mildly Bullish

Dow Theory

Mildly Bullish

No Trend

OBV

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Mar 2026

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 27 Schemes (22.87%)

Foreign Institutions

Held by 33 Foreign Institutions (1.76%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Mar'26 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Mar 2026 is -34.31% vs 436.26% in Mar 2025",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Mar 2026 is 39.32% vs -63.26% in Mar 2025",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Mar'26",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "20.10",
          "val2": "30.60",
          "chgp": "-34.31%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "-10.90",
          "val2": "-20.60",
          "chgp": "47.09%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "5.70",
          "val2": "7.30",
          "chgp": "-21.92%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "-1.80",
          "chgp": "100.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "-21.30",
          "val2": "-35.10",
          "chgp": "39.32%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "-730.00%",
          "val2": "-800.80%",
          "chgp": "7.08%",
          "chgp_class": "positive"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'25",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2025 is 49.11% vs 0.00% in Dec 2024",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2025 is -124.38% vs 51.71% in Dec 2024",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'25",
        "Dec'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "92.00",
          "val2": "61.70",
          "chgp": "49.11%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "-79.20",
          "val2": "-4.30",
          "chgp": "-1,741.86%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "26.60",
          "val2": "28.40",
          "chgp": "-6.34%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-2.30",
          "val2": "-7.10",
          "chgp": "67.61%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "-127.00",
          "val2": "-56.60",
          "chgp": "-124.38%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "-1,054.40%",
          "val2": "-321.80%",
          "chgp": "-73.26%",
          "chgp_class": "negative"
        }
      ]
    }
  }
]

Quarterly Results Snapshot (Consolidated) - Mar'26 - YoY

Mar'26

Mar'25

Change(%)

Net Sales

20.10

30.60

-34.31%

Operating Profit (PBDIT) excl Other Income

-10.90

-20.60

47.09%

Interest

5.70

7.30

-21.92%

Exceptional Items

0.00

-1.80

100.00%

Consolidate Net Profit

-21.30

-35.10

39.32%

Operating Profit Margin (Excl OI)

-730.00%

-800.80%

7.08%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in quarter ended Mar 2026 is -34.31% vs 436.26% in Mar 2025

Consolidated Net Profit

YoY Growth in quarter ended Mar 2026 is 39.32% vs -63.26% in Mar 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

92.00

61.70

49.11%

Operating Profit (PBDIT) excl Other Income

-79.20

-4.30

-1,741.86%

Interest

26.60

28.40

-6.34%

Exceptional Items

-2.30

-7.10

67.61%

Consolidate Net Profit

-127.00

-56.60

-124.38%

Operating Profit Margin (Excl OI)

-1,054.40%

-321.80%

-73.26%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 49.11% vs 0.00% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is -124.38% vs 51.71% in Dec 2024

All Annual Results

Company CV

About NexPoint Diversified Real Estate Trust

NexPoint Diversified Real Estate Trust

Realty

No Details Available.

Company Coordinates

No Company Details Available