The State Of REITs: December 2025 Edition

The REIT sector returned to positive territory in November (+1.02%) after back-to-back months in the red. Mid caps (+3.53%) led the REIT sector in November followed by small caps (+3.38%) and large caps (+0.32%); micro caps (-8.76%) badly underperformed. 68.15% of REIT securities had a positive total return in November.

Seeking Alpha • Dec 11, 2025

NexPoint Diversified Real Estate Trust Announces Investor Update Call

DALLAS , Nov. 17, 2025 /PRNewswire/ -- NexPoint Diversified Real Estate Trust ("NXDT") (NYSE: NXDT) announced today that the Company is scheduled to host a conference call on Tuesday, December 9, 2025, at 11:00 a.m. ET (10:00 am CT), to discuss portfolio updates and recent performance.

PRNewsWire • Nov 17, 2025

NexPoint Diversified Real Estate Trust Announces Preferred Share Distribution

DALLAS , Oct. 28, 2025 /PRNewswire/ -- NexPoint Diversified Real Estate Trust (NYSE: NXDT) ("NXDT" or the "Company") today announced a distribution for its 5.50% Series A Cumulative Preferred Shares (NYSE: NXDT PR A) of $0.34375 per share. The distribution will be payable on December 23, 2025, to preferred shareholders of record at the close of business December 31, 2025.

PRNewsWire • Oct 28, 2025

NexPoint Diversified Real Estate Trust Announces Quarterly Distribution

DALLAS , Oct. 28, 2025 /PRNewswire/ -- NexPoint Diversified Real Estate Trust ("NXDT") (NYSE: NXDT) announced today that its board of trustees has declared a quarterly distribution of $0.15 per common share of NXDT, consisting of a combination of cash and common shares of NXDT. The distribution will be payable on December 31, 2025, to shareholders of record on November 21, 2025.

PRNewsWire • Oct 28, 2025

NexPoint Diversified REIT Remains Risky, Despite Its Deep Discount To Its Net Asset Value

NexPoint Diversified REIT trades at a 75% discount to NAV after a 43% plunge, vastly underperforming the S&P 500 and XLRE. NXDT faces severe profitability challenges, excessive debt, and high interest expenses, with recent losses nearly double its current stock price. Despite recent Fed rate cuts, uncertainty around future interest rates and persistent business headwinds keep NXDT's outlook highly risky.

Seeking Alpha • Oct 8, 2025

NexPoint Diversified Real Estate Trust (NXDT) Announces Dual Listing on NYSE Texas

DALLAS , Aug. 18, 2025 /PRNewswire/ -- NexPoint Diversified Real Estate Trust ("NXDT") (NYSE: NXDT) announced today the dual listing of its common shares on NYSE Texas, the newly launched fully electronic equities exchange headquartered in Dallas, Texas, effective August 19, 2025. NXDT will maintain its primary listing on the New York Stock Exchange (NYSE) and continue to trade under the same ticker symbol, "NXDT," on the NYSE and NYSE Texas.

PRNewsWire • Aug 18, 2025

There Are Good Reasons Behind The 9.8% Yield Of The Preferred Stock Of NexPoint Diversified REIT

NexPoint Diversified REIT preferred stock offers a 9.8% yield, but this high yield reflects significant business and financial risks. The REIT faces major headwinds from high interest rates, surging interest expenses, and recurring losses, undermining its financial stability. While preferred dividends have some protection, the REIT's high debt and negative FFO make the dividend far from secure if rates stay elevated.

Seeking Alpha • Jul 15, 2025

NexPoint Diversified Real Estate Trust Makes Application to Cease to be a Reporting Issuer in Canada

DALLAS , July 2, 2025 /PRNewswire/ -- NexPoint Diversified Real Estate Trust (NYSE: NXDT) ("NXDT") today announced that it has applied to the Ontario Securities Commission ("OSC") for an order (the "Order Sought") to cease to be a reporting issuer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Ontario, Prince Edward Island and Saskatchewan. NXDT has made this application following the completion of the merger transaction with NexPoint Hospitality Trust ("NHT") that resulted in NXDT becoming a reporting issuer in Canada.

PRNewsWire • Jul 2, 2025

NexPoint Diversified REIT: Early Signs Of Turnaround Success

NexPoint Diversified Real Estate Trust is undergoing a strategic portfolio transformation, pivoting towards residential, life science & specialty manufacturing, and self storage. Slower-than-anticipated Fed rate cuts have resulted in a challenging market for commercial real estate, slowing down NXDT's transformation. With 1% in rate cuts priced in until December 2026, the cash flows reaching common shareholders will likely increase in the medium term.

Seeking Alpha • Jun 27, 2025

U.S. REIT Same-Store Net Operating Income Growth Slips In Q1

US equity REITs reported a marginal decline in the median growth rate of their same-store NOI in Q1 as the commercial real estate market continues to face macroeconomic challenges. Among all US equity REITs, the healthcare sector recorded the largest year-over-year gain in same-store NOI during the first quarter, with a median increase of 7.1%. During the first quarter, the office segment incurred losses in its same-store NOI, posting a median year-over-year decline of 0.9%.

Seeking Alpha • May 29, 2025