No insider purchase over the last 90 days. The latest was filed 10 Apr 2025.
NexPoint Real Estate Finance, Inc., classified in the Real Estate sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). Over the twelve months to 18 October 2026, the company's managers filed 38 filings, from 10 insiders.
All open-market trades in the period are sales: 1 sale worth €147k, by 1 insider, with no purchase on record. Mitts Brian filed the largest sale, €147k, on 22 December 2025.
Filings reach the SEC (Form 4) feed a median of 3 days after the trade. Section 16 rules allow two business days to file each Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
With 38 filings in twelve months, the company is more active than the median of 22 filings across the 5,458 companies we follow on the same exchange. Looking back to 2021, when coverage begins, insiders filed 27 purchases and 2 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported net income of 123.1 m USD, with a dividend of 2.00 USD per share.
For comparison within the same sector, see the insider buying recorded at Simon Property Group Inc /DE/ and Angel Oak Mortgage REIT, Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Transparent value + quality ranking, distinct from the insider signal.
FY ended December 2025 · cache
25 of 142 declarations
NexPoint Real Estate Finance, Inc. (NYSE: NREF; with preferred securities also listed in the U.S. market) is a real estate finance company based in Dallas, Texas, United States. The company is externally managed and operates as a commercial mortgage REIT, combining real estate credit and selected equity exposure. Its business model is built around sourcing, structuring, and investing in financing solutions and real estate-related assets that can generate attractive risk-adjusted income. In practical terms, NREF sits somewhere between a specialty lender and a public REIT, giving investors exposure to both credit spreads and underlying real estate fundamentals.
The company traces its public-market history to its IPO, which began trading on the New York Stock Exchange in February 2020. Since then, NREF has positioned itself as a niche player within U.S. commercial real estate finance, supported by the broader NexPoint platform. That sponsor relationship matters: it gives the company access to origination channels, asset-management expertise, and a Dallas-based operating ecosystem that can support underwriting, asset selection, and capital markets execution. In a competitive landscape that includes banks, private credit funds, mortgage REITs, and institutional real estate lenders, this integrated platform is an important differentiator.
NREF’s main investment lines include first-lien mortgage loans, mezzanine loans, preferred equity, convertible notes, and common equity investments in selected properties or platforms. The company also invests in multifamily and single-family rental commercial mortgage-backed securities securitizations, promissory notes, and mortgage-backed securities. Management has emphasized a focus on stabilized or lightly transitional properties, meaning assets that generally require limited deferred funding and where capital spending is largely directed toward value-add improvements rather than heavy redevelopment. That approach is designed to balance income generation with downside protection.
From a portfolio perspective, the company has highlighted exposure to multifamily, single-family rental, life sciences, self-storage, marinas, specialty manufacturing, and other specialized real estate segments. This broader mix helps reduce dependence on any single property type, while still keeping the portfolio anchored in U.S. real estate sectors where management believes it has operating expertise and strong underwriting visibility. NREF’s investment style is generally opportunistic, but still disciplined, with an emphasis on top U.S. metropolitan markets.
Recent company communications in 2025 and 2026 show that NREF remained active in earnings reporting and capital-markets dialogue, including announcements around quarterly results and conference calls. For investors, the key themes remain the same: the health of U.S. real estate credit markets, portfolio quality, funding costs, and the manager’s ability to source attractive transactions. Overall, NexPoint Real Estate Finance is best understood as a U.S.-listed, Dallas-based commercial real estate finance REIT on the NYSE, with a specialized mandate and a credit-oriented income profile.
Purchases our model currently ranks for the recommendations list.
All recommendations| Fiscal year end | Revenue | Net income | Diluted EPS | Dividend per share | Filing |
|---|---|---|---|---|---|
| Dec 2025 | n.d. | 123.1 m USD | 2.85 USD | 2.00 USD | 10-K |
| Dec 2024 | n.d. | 36.0 m USD | 1.02 USD | 2.00 USD | 10-K |
| Dec 2023 | n.d. | 18.7 m USD | 0.60 USD | 2.74 USD | 10-K |
| Dec 2022 | n.d. | 14.2 m USD | 0.22 USD | 2.00 USD | 10-K |
| Dec 2021 | n.d. | 83.5 m USD | 3.93 USD | 1.90 USD | 10-K |
Amounts in USD, as filed (forms 10-K, 20-F or 40-F). Source: SEC EDGAR.