Q1 2026 NexPoint Residential Trust Inc Earnings Call Transcript

Apr 28, 2026 / 03:00PM GMT

Release Date Price: $28.86 (+9.48%)

Transcript 10-Q8-K

Key Points

Positve

NexPoint Residential Trust Inc (NXRT) reported a Q1 core FFO of $17.3 million or $0.68 per diluted share, which was $0.03 better than consensus estimates.
The company achieved a 13.3% reduction in insurance rates year-over-year, surpassing their original guidance range.
NXRT completed 252 floor and partial upgrades, achieving an average monthly rent premium of $69 and a 19% ROI.
The company declared a dividend of $0.53 per share, marking a 157.3% increase since inception.
NXRT's AI-powered leasing platform showed strong performance, with a 4.9% lead-to-lease conversion rate versus the industry benchmark of 3.2%.

Negative

NexPoint Residential Trust Inc (NXRT) reported a net loss of $6.8 million for Q1 2026, consistent with the previous year.
Total income on a same-store basis was down 2.2% year-over-year, reflecting a challenging pricing environment.
Interest expense increased to $15.4 million from $14.4 million in Q1 2025, driven by declining swap benefits.
The company faced a 15.2% increase in repairs and maintenance expenses, partly due to lender-required CapEx at select properties.
Concessions increased significantly, with total concessions at approximately $1.15 million in Q1, up from $271,000 in Q1 2025.

Operator

Thank you for standing by. My name is Carly, and I will be your conference operator today. At this time, I would like to welcome everyone to the NexPoint Residential Trust Q1 2026 earnings call. (Operator Instructions)

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 NexPoint Residential Trust conference call to review the company's results for the first quarter ended March 31, 2026. On the call today are Paul Richards, Executive Vice President and Chief Financial Officer; Matt McGraner, Executive Vice President and Chief Investment Officer; and Bonner McDermett, Vice President, Asset and Investment Management. As a reminder, this call is being webcast through the company's website at nxrp.nextpoint.com.

Before we begin, I would like to remind everyone that this conference call contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of

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