Welcome to our dedicated page for Nexpoint Diversified Real Estate Trust SEC filings (Ticker: NXDT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The NexPoint Diversified Real Estate Trust (NYSE: NXDT) SEC filings page on Stock Titan provides access to the trust’s regulatory disclosures as a U.S.-listed diversified real estate investment trust. As an externally advised REIT focused on opportunistic and value-add investments across multiple U.S. real estate sectors, NXDT files a range of documents with the Securities and Exchange Commission that explain its structure, advisory arrangements, risks, and capital decisions.
Through this page, users can review Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q, which the company references in its news releases as sources for detailed information on its business and risk factors. Current Reports on Form 8-K highlight specific events, such as amendments to the Advisory Agreement with NexPoint Real Estate Advisors X, L.P. that modify how advisory fees may be paid in cash or common shares, or board decisions regarding the timing of a potential conversion from a Delaware statutory trust to a Maryland corporation.
Investors can also use this page to track other SEC filings that relate to NXDT’s real estate investment activities, capital structure, and regulatory status. The company has pointed investors to EDGAR for its filings and has noted that Canadian resident securityholders can access the same U.S. disclosure documents, particularly in connection with its application to cease to be a reporting issuer in Canada.
Stock Titan enhances these filings with AI-powered summaries that highlight key points, helping users navigate lengthy documents like 10-Ks and 10-Qs and understand the implications of 8-K disclosures. Real-time updates from EDGAR, combined with simplified explanations, allow investors, analysts, and researchers to follow NexPoint Diversified Real Estate Trust’s regulatory history, advisory arrangements, and corporate actions directly from its official SEC record.
McGraner Matt reported acquisition or exercise transactions in this Form 4 filing.
NexPoint Diversified Real Estate Trust granted officer Matt McGraner 112,594 restricted share units (RSUs) on April 2, 2026. Each RSU represents a contingent right to receive one common share. The award vests in four equal installments through 2030, with settlement generally within 10 days of each vesting date and potentially in cash at the Compensation Committee’s discretion.
LAFFER ARTHUR B reported acquisition or exercise transactions in this Form 4 filing.
NexPoint Diversified Real Estate Trust director Arthur B. Laffer received a compensation grant of 3,247 restricted share units on April 2, 2026. Each unit gives a contingent right to one common share. The award will vest on April 2, 2027, and settlement is expected within 30 days of vesting, either in shares or, at the Compensation Committee’s discretion, in cash. After this grant, Laffer holds 3,247 restricted share units directly.
KAVANAUGH SCOTT F reported acquisition or exercise transactions in this Form 4 filing.
NexPoint Diversified Real Estate Trust director Scott F. Kavanaugh received a grant of 3,247 restricted share units on April 2, 2026. Each restricted share unit represents a contingent right to receive one common share of NexPoint Diversified Real Estate Trust.
The 3,247 restricted share units will vest on April 2, 2027. Settlement is generally expected to occur within 30 days after vesting and, at the discretion of the Compensation Committee, may be settled in either common shares or cash. After this grant, Kavanaugh holds 3,247 restricted share units directly.
DONDERO JAMES D reported acquisition or exercise transactions in this Form 4 filing.
NexPoint Diversified Real Estate Trust director and officer James D. Dondero received a grant of 112,594 restricted share units (RSUs) on April 2, 2026. Each RSU represents a contingent right to receive one common share of the trust.
The RSUs vest in four equal installments: one-fourth on April 2, 2027, one-fourth on February 15, 2028, one-fourth on February 15, 2029, and one-fourth on February 15, 2030. Settlement generally occurs within 10 days of each vesting date and, at the Compensation Committee’s discretion, may be settled in cash instead of shares.
Constantino Edward N. reported acquisition or exercise transactions in this Form 4 filing.
NexPoint Diversified Real Estate Trust director Edward N. Constantino received a compensation grant of 3,247 restricted share units on April 2, 2026. Each unit represents a contingent right to receive one common share, vesting on April 2, 2027. Settlement is expected within 30 days after vesting and may, at the Compensation Committee’s discretion, be made in cash instead of shares.
NexPoint Diversified Real Estate Trust, through its operating partnership, agreed to a side letter giving it an undivided participation interest in $962,000 principal amount of a secured promissory note to NexPoint Storage Partners Operating Company.
The underlying NSP Note permits total borrowing of up to $40 million, with $22.7 million outstanding as of April 3, 2026, bears 14% per annum interest payable in kind, is interest-only during its term, and matures on January 16, 2031. Borrowings are secured by a first priority lien on certain income streams and related deposit accounts of the co-borrowers.
As of April 3, 2026, the Company owned approximately 53.02% of the outstanding common stock of NexPoint Storage Partners, and various parties to the note and participation arrangements are advised or managed by affiliates of the Company’s external adviser, highlighting a significant related-party financing structure.
NexPoint Diversified Real Estate Trust reports its 2025 annual results and details an opportunistic, diversified real estate strategy focused on income and capital appreciation.
The REIT invests across commercial property types and the capital structure, with its portfolio 77.6% in real estate investments and 22.4% in other assets as of December 31, 2025. It operates two segments: Diversified, centered on value-add real estate and credit, and Hospitality, focused on U.S. hotels.
Key 2025 actions include a $95 million refinancing of the Marriott Uptown loan that generated about $18.2 million of cash distributions, taking NexPoint Hospitality Trust private, and investing $16.3 million of preferred equity into AMS C‑Store JV, LLC at an 18% cumulative return. The company also launched a 9.00% Series B Cumulative Redeemable Preferred Shares offering, issuing about $22.4 million of gross proceeds toward a possible $400 million program, and began a $20.0 million share repurchase program, buying roughly $1.9 million of common shares.
At June 30, 2025, non‑affiliate equity market value was approximately $153.3 million, and as of March 31, 2026, there were 50,219,590 common shares outstanding. Management plans to sell $100 million to $150 million of legacy assets to recycle capital into residential, self‑storage and life sciences, while generally targeting leverage not exceeding 3‑to‑1.
NexPoint Diversified Real Estate Trust entered into a material definitive agreement to sell 100% of the membership interests of NHT Bradenton, LLC, which owns the Bradenton Hampton Inn & Suites property. The sale to OSL Bradenton Downtown, LLC closed for approximately $26.3 million in cash, subject to customary closing adjustments.
The company intends to use the net proceeds for short-term liquidity needs. The buyer may be deemed an affiliate of NexPoint Real Estate Advisors X, L.P., and the related-party transaction was reviewed and approved by the company’s Audit Committee in line with its Related Party Transaction Policy.
NexPoint Diversified Real Estate Trust director Brian Mitts reported compensation-related equity activity. On March 18, 2026, he exercised 5,357 restricted share units into 5,357 common shares at an exercise price of $0.00 per share. The filing shows 804 common shares were returned to the issuer and 1,200 common shares were disposed of to cover tax obligations at $4.41 per share. Following these transactions, he directly holds 16,689 common shares and 10,714 restricted share units.
NexPoint Diversified Real Estate Trust director and 10% owner James D. Dondero exercised 73,125 restricted share units into common shares on March 18, 2026. The RSU exercise, at a stated price of $0.00, converted into 73,125 common shares.
Following the transaction, he directly owned 5,702,698.06 common shares and 146,250 restricted share units. The filing also lists various indirect holdings, including UTMA custodial accounts for his children, an employee benefit plan, and multiple investment entities, for which he generally disclaims beneficial ownership except to the extent of his pecuniary interest.