Q2 2025 NexPoint Residential Trust Inc Earnings Call Transcript

Jul 29, 2025 / 03:00PM GMT

Release Date Price: $33.45 (+1.33%)

Transcript 10-Q8-K

Key Points

Positve

NexPoint Residential Trust Inc (NXRT) reported Q2 core FFO of $18 million or $0.71 per diluted share, an increase from $0.69 per diluted share in Q2 2024.
The company completed 555 full and partial upgrades in Q2, achieving an average monthly rent premium of $73 and a 26% return on investment.
NXRT paid a second quarter dividend of $0.51 per share, with a 72.2% payout ratio of Core FFO, indicating strong dividend coverage.
The company entered into a new $200 million corporate revolving credit facility with improved terms, enhancing financial flexibility.
NXRT's insurance costs decreased by 20% due to a favorable market environment, contributing to reduced operating expenses.

Negative

NexPoint Residential Trust Inc (NXRT) reported a net loss of $7 million for Q2 2025, compared to a net income of $10.6 million in Q2 2024.
Same store rent and occupancy decreased by 1.3% and 0.8% respectively, leading to a decrease in same store NOI of 1.1% compared to Q2 2024.
The company experienced a decline in total revenue from $64.2 million in Q2 2024 to $63.1 million in Q2 2025.
Occupancy rates in Phoenix and Las Vegas dropped significantly, with Phoenix down 340 basis points and Las Vegas down 250 basis points.
Supply pressures in certain submarkets, such as South Florida and Atlanta, are expected to result in weaker performance in the second half of 2025.

Operator

Thank you for standing by. My name is Kate and I will be your conference operator today. At this time, I would like to welcome everyone to the NexPoint Residential Trust Q2 2025 earning call. All lines have been placed on mute to prevent any background noise. (Operator Instructions)

Thank you. I would now like to turn the call over to Kristen Griffith, investor relations, please go ahead.

Kristen Griffith

NexPoint Residential Trust Inc - Investor Relations

Thank you. Good day, everyone, and welcome to Next month residential Trust conference call to review the company's results for the 2nd quarter ended June 30th, 2025. On the call today are Paul Richards, executive Vice President and Chief Financial Officer, Matt McGaor, executive Vice President and Chief Investment Officer, and Bonner McDermott, Vice President, asset investment Management. As a reminder, this call work through the company's website at NSRT.Nexto.com.

Before we begin, I would like to remind everyone that this conference call contains forward-looking statements within the

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