Every material Form 8-K NexPoint Real Estate Finance, Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
NexPoint Real Estate Finance reported a third-quarter 2026 net loss attributable to common stockholders of $12.2 million, or $0.65 per diluted share, compared with net income of $35.0 million in the third quarter of 2025. Cash available for distribution was $14.0 million, or $0.60 per diluted share, up from $0.53 a year earlier, and the company guided fourth-quarter 2026 CAD to $0.55 per diluted share at the midpoint. Book value fell 5.2% to $17.63 per share, which matters to shareholders because it reflects the GAAP loss and lower carrying value of the portfolio.
Q3 2026 net loss attributable to common stockholders of $12.2 million ($0.65 per diluted share), versus net income of $35.0 million in Q3 2025
Q3 2026 cash available for distribution of $14.0 million ($0.60 per diluted share), versus $0.53 in Q3 2025
4Q 2026 guidance: EAD of $0.42 and CAD of $0.55 per diluted common share at the midpoint; net income attributable to common stockholders of $6.8 million to $9.2 million
Book value per share of $17.63, down 5.2% from $18.60 at the end of 2Q 2026; Q4 2026 dividend of $0.50 per common share was announced October 26, 2026
On August 17, 2026, NexPoint Real Estate Finance amended its senior secured loan facility with Mizuho Capital Markets, raising the borrowing limit from $375.0 million to $450.0 million and adding assets as collateral. The company also amended a related total return swap, under which it transferred about $144.3 million of cash collateral to Mizuho and will owe an upfront fee, which means more secured debt and cash tied up in the arrangement for shareholders.
Facility borrowing limit increased from $375.0 million to $450.0 million under the August 17, 2026 amendment
$412.2 million was outstanding under the facility as of August 17, 2026
Variable rate of daily compounded SOFR, with a 2.0% floor, plus 4.0% per annum; matures May 1, 2029, with two optional six-month extensions
About $144.3 million of cash collateral transferred to Mizuho; upfront fee owed; make-whole payments may apply to certain early swap terminations
NREF reported second quarter 2026 net income attributable to common stockholders of $5.4 million, or $0.29 per diluted share, down from $12.3 million a year earlier, while cash available for distribution rose to $13.9 million, or $0.58 per diluted share, from $10.6 million. Book value per share fell 1.9% to $18.60, and third quarter 2026 earnings available for distribution guidance is $0.43 per diluted share at the midpoint, so shareholders see mixed headline results.
Q2 2026 net income attributable to common stockholders was $5.4 million, or $0.29 per diluted share, versus $12.3 million in Q2 2025 and $10.0 million in Q1 2026.
Cash available for distribution was $13.9 million, or $0.58 per diluted share, versus $0.46 per diluted share in Q2 2025.
Book value per share was $18.60, down 1.9% from $18.96 at the end of Q1 2026.
Q3 2026 guidance: EAD of $0.43 and CAD of $0.55 per diluted share at the midpoint; a $0.50 third quarter dividend was announced on July 27, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every NexPoint Real Estate Finance, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →