REITs Excel, Earnings Swell, Fed Rebels

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

Seeking Alpha • May 3, 2026

NexPoint Real Estate Finance, Inc. (NREF) Q1 2026 Earnings Call Transcript

NexPoint Real Estate Finance, Inc. (NREF) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 1, 2026

NREF Announces First Quarter 2026 Results, Provides Second Quarter 2026 Guidance

DALLAS, April 30, 2026 /PRNewswire/ -- NexPoint Real Estate Finance, Inc. ("NREF" or the "Company") (NYSE: NREF) today reported its financial results for the quarter ended March 31, 2026. NREF reported net income attributable to common stockholders of $10.0 million, or $0.42 per diluted share1, for the three months ended March 31, 2026.

PRNewsWire • Apr 30, 2026

NexPoint (NREF) Q1 Earnings and Revenues Surpass Estimates

NexPoint (NREF) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.41 per share a year ago.

Zacks Investment Research • Apr 30, 2026

NexPoint Real Estate Finance, Inc. Announces Quarterly Dividend

DALLAS, April 28, 2026 /PRNewswire/ -- NexPoint Real Estate Finance, Inc. ("NREF" or the "Company") (NYSE: NREF) announced today that its board of directors has declared a quarterly regular dividend of $0.50 per share of NREF common stock. The dividend will be payable on June 30, 2026, to stockholders of record on June 15, 2026.

PRNewsWire • Apr 28, 2026

NexPoint Real Estate Finance, Inc. Announces First Quarter 2026 Earnings Conference Call

DALLAS, April 7, 2026 /PRNewswire/ -- NexPoint Real Estate Finance, Inc. (NYSE: NREF) (the "Company") announced today that the Company is scheduled to host a conference call on Thursday, April 30, 2026, at 11:00 a.m. ET (10:00 a.m.

PRNewsWire • Apr 7, 2026

NexPoint Real Estate Finance, Inc. Announces Record Date and Date of 2026 Annual Meeting of Stockholders

DALLAS, March 11, 2026 /PRNewswire/ -- NexPoint Real Estate Finance, Inc. (NYSE: NREF) ("NREF") announced today that the record date for determining stockholders entitled to vote at the 2026 Annual Meeting of Stockholders (the "Annual Meeting") will be Friday, March 27, 2026. The Annual Meeting will be held on Tuesday, June 2, 2026, beginning at 10:30 a.m.

PRNewsWire • Mar 11, 2026

NexPoint Real Estate Finance: Big Book Value Discount Provides Buyback Potential

NexPoint Real Estate Finance, Inc. has posted modest gains so far in 2026, buoyed by solid Q4 2025 earnings. While NREF projects a decline in non-GAAP earnings for Q1 2026, low leverage likely makes the dividend safe in the near term. Post-quarter end, a transaction with Mizuho allowed NREF to reduce its leverage, providing room for share buyback.

Seeking Alpha • Mar 2, 2026

NexPoint Real Estate Finance, Inc. (NREF) Q4 2025 Earnings Call Transcript

NexPoint Real Estate Finance, Inc. (NREF) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 26, 2026

NREF Announces Fourth Quarter 2025 Results, Provides First Quarter 2026 Guidance

DALLAS, Feb. 26, 2026 /PRNewswire/ -- NexPoint Real Estate Finance, Inc. ("NREF" or the "Company") (NYSE: NREF) today reported its financial results for the quarter ended December 31, 2025. NREF reported net income attributable to common stockholders of $13.6 million, or 0.52 per diluted share1, for the three months ended December 31, 2025.

PRNewsWire • Feb 26, 2026