Nexpoint Diversified Real Estate Trust · NYSE:NXDT
Nexpoint Diversified Real Estate Trust — Q2 2026 Earnings Presentation
11 slides from Nexpoint Diversified Real Estate Trust's earnings presentation, 2026
Slide 1: NexPoint Diversified Real Estate Trust Investor Presentation
NYSE: NXDT NexPoint Diversified Real Estate Trust Investor Presentation ADDRESS CONTACT 300 Crescent Ct Investor Relations Suite 700 Kristen Griffith, NexPoint Dallas, TX 75201 IR@nexpoint.com
Slide 2: Risks and Disclosures
RISK AND DISCLOSURES Risks and Disclosures FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements reflect the current views of management with respect to future events and financial
Slide 3: NAV Bridge
NXDT PROPERTY PORTFOLIO NAV Bridge The NAV bridge below shows the composition of NXDT’s holdings and corresponding contribution to NXDT’s NAV. Based on NXDT’s closing stock price of $5.19 per share (as of 6/30/2026), the stock is trading at a ~44.4% discount to NAV. NAV Bridge NAV Discount $63.8 ($7
Slide 4: NexPoint Diversified Real Estate Trust History
COMPANY TIMELINE NexPoint Diversified Real Estate Trust History NYSE :NX RT March 10, 2006 April 1, 2015 March 31, 2021 July 1, 2022 Company Inception NXRT Spins Out of NexPoint NHF Files Deregistration SEC Issues Strategic Opportunities Application with SEC Deregistration Order Fund (“NHF”) August
Slide 5: Strategic Reallocation of NXDT's Portfolio
PORTFOLIO REPOSITIONING STRATEGY Strategic Reallocation of NXDT’s Portfolio NXDT's portfolio consists of a diverse mix of equity, debt, and mezzanine investments across various major asset classes. We believe the market is undervaluing these assets due to the portfolio's diverse nature. NXDT plans t
Slide 6: Target Sector Reallocations
PORTFOLIO REPOSITIONING STRATEGY Target Sector Reallocations Residential Stable Home Price Residential properties provide a steady stream of rental income, contributing to predictable and stable cash flow for institutional investors. Long-term demand drivers Cash Flows Appreciation include populatio
Slide 7: VineBrook Homes Trust
TOP HOLDINGS VineBrook Homes Trust1,2 VineBrook Homes Trust, Inc. (“VineBrook”) is a single-family rental (“SFR”) platform that owns 19,689 homes with a stabilized occupancy of 95.2%. The company was started in 2008 in Ohio, with a strategy to purchase and renovate homes in the workforce housing seg
Slide 8: MidWave Wireless, Inc. (f.k.a Terrestar Corporation)
TOP HOLDINGS MidWave Wireless, Inc. (f.k.a Terrestar Corporation) MidWave Wireless, Inc. (“MidWave”), is one of the largest independent wireless spectrum license holders in the United States. Founded in 2013, MidWave’s mid-band spectrum investments cover every major domestic market, representing mor
Slide 9: NexPoint Real Estate Finance
TOP HOLDINGS NexPoint Real Estate Finance NexPoint Real Estate Finance, Inc. (“NREF”) is a publicly traded mortgage REIT, Asset Type Exposure1,3 with its shares of common stock and 8.50% Series A Cumulative Redeemable Preferred Stock listed on the New York Stock Exchange. NREF concentrates on Other
Slide 10: Cityplace Tower
TOP HOLDINGS Cityplace Tower Redevelopment Plans Property Overview Cityplace Tower (the “Property” or “Cityplace”) is a Class-A office Given trends in office market and regional growth following the 2018 building that was originally constructed in 1988 for ~$300 million. The acquisition, NXDT pivote
Slide 11: NexPoint Storage Partners
TOP HOLDINGS NexPoint Storage Partners In November 2020, NexPoint took private Jernigan Capital (formerly NYSE: JCAP), a high-quality publicly traded self-storage REIT with a differentiated business model and strategy, in a $900 million transaction. The company was immediately rebranded as NexPoint
NexPoint Diversified Real Estate Trust — Q2 2026 Earnings Presentation on 6ix