NexPoint Real Estate Finance, Inc. (NREF) - Dilution Analysis

Visualizing historical and potential share dilution over time

Dilution Analysis

Medium Risk
Moderate dilution risk
Last updated: May 15, 2026

Risk Assessment Details

Potential Dilution: 124.79% of current shares
Recent Dilution: 7.33% (2 years)
Historical Dilution Factor: minimal recent dilution
Outstanding Shares
19M
Potential Supply
23M
Additional shares possible
Splits
None
Past 2 years

Summary

NREF currently has 18.6M outstanding shares. with significant dilution risk as 23.2M authorized shares could dilute existing holders by 124.8%. The company has minimally diluted shareholders by 7.33% over the past 2 years.

Share Structure Timeline

Outstanding Shares
Total Supply

Historical Data Points

Date Event Outstanding Supply
May 15, 2026

10-Q filing | 18.6M shares outstanding

19M 23M
Mar 31, 2026

10-K filing | 17.7M shares outstanding

18M 24M
Nov 13, 2025

10-Q filing | 17.7M shares outstanding

18M 24M
Nov 04, 2025

8-K filing: NexPoint Real Estate Finance, Inc. entered into a Third Amendment to Dealer Manager Agreement with NexPoint Securities, Inc. for the offering of up to 8,000,000 shares of Series C Preferred Stock at $25.00 per share.

18M 24M
Oct 01, 2025

8-K filing: NexPoint Real Estate Finance, Inc. authorized an additional 1,200,000 shares of Series B Preferred Stock, bringing the total authorized to 17,200,000 shares, and may issue up to 3,482,858 shares of Series B Preferred Stock at $25.00 per share.

18M 24M
Aug 07, 2025

10-Q filing | 17.7M shares outstanding

18M 24M
May 12, 2025

10-Q filing | 17.5M shares outstanding

18M 24M
Mar 27, 2025

10-K filing | 17.4M shares outstanding

17M 24M
Mar 14, 2025

8-K filing: NexPoint Real Estate Finance, Inc. continues its offerings of Series B Preferred Stock and common stock under its shelf registration statement, having sold 8,118,666 shares of Series B Preferred Stock and common stock with an aggregate purchase price of $12.6 million as of March 14, 2025.

17M 24M
Nov 07, 2024

10-Q filing | 17.5M shares outstanding

17M 24M
Aug 08, 2024

10-Q filing | 17.4M shares outstanding

17M 24M
May 14, 2024

10-Q filing | 17.3M shares outstanding

17M 25M
Mar 22, 2024

10-K filing | 17.2M shares outstanding

17M 25M
Dec 20, 2023

S-3 filing: NexPoint Real Estate Finance, Inc. may offer to sell up to an aggregate of $750,000,000 of common stock, preferred stock, warrants and debt securities in one or more primary offerings.

17M 25M
Nov 13, 2023

10-Q filing | 17.2M shares outstanding

17M 25M
Nov 02, 2023

8-K filing: NexPoint Real Estate Finance, Inc. entered into a Dealer Manager Agreement for an offering of up to 16,000,000 shares of 9.00% Series B Cumulative Redeemable Preferred Stock at $25.00 per share and filed Articles Supplementary to classify and designate these shares.

17M 25M
Aug 08, 2023

10-Q filing | 17.2M shares outstanding

17M 25M
May 11, 2023

10-Q filing | 17.1M shares outstanding

17M 25M
Mar 31, 2023

10-K filing | 17.5M shares outstanding

17M 24M
Dec 23, 2022

8-K filing: NexPoint Real Estate Finance, Inc. redeemed 2,100,000 Class B OP Units and issued 2,100,000 shares of common stock to the redeeming unitholder on December 23, 2022.

15M 27M
Nov 02, 2022

10-Q filing | 15.0M shares outstanding

15M 27M
Aug 03, 2022

10-Q filing | 14.7M shares outstanding

15M 27M
May 03, 2022

10-Q filing | 13.9M shares outstanding

14M 28M
Mar 04, 2022

S-3 filing: NexPoint Real Estate Finance, Inc. may offer to sell up to an aggregate of $500,000,000 of common stock, preferred stock, warrants and debt securities in one or more primary offerings.

9.2M 33M
Feb 28, 2022

10-K filing | 9.2M shares outstanding

9.2M 9.6M
Jan 10, 2022

8-K filing: NexPoint Real Estate Finance, Inc. issued 4,774,570 shares of common stock in connection with the redemption of Class C OP Units for cash on January 7, 2022. ($100456.95M proceeds)

9.2M 9.6M
Nov 09, 2021

10-Q filing | 9.2M shares outstanding

9.2M 9.6M
Sep 09, 2021

8-K filing: NexPoint Real Estate Finance, Inc. redeemed approximately 1,479,132 OP Units and issued 1,479,132 shares of common stock to the redeeming unitholders for approximately $31.4 million. ($31.4M proceeds)

5.3M 13M
Aug 20, 2021

8-K filing: NexPoint Real Estate Finance, Inc. sold 2,000,000 shares of its common stock at a public offering price of $21.00 per share, with an option for the Underwriters to purchase up to an additional 300,000 shares. ($42.0M proceeds)

5.3M 13M
Aug 03, 2021

10-Q filing | 5.3M shares outstanding

5.3M 13M
Apr 30, 2021

10-Q filing | 5.0M shares outstanding

5M 14M
Mar 26, 2021

S-3/A filing: NexPoint Real Estate Finance, Inc. may offer to sell up to an aggregate of $250,000,000 of common stock, preferred stock, warrants and debt securities in one or more primary offerings.

5.2M 14M
Mar 03, 2021

S-3/A filing: NexPoint Real Estate Finance, Inc. may offer to sell up to an aggregate of $150,000,000 of common stock, preferred stock, warrants and debt securities in one or more primary offerings.

5.2M 7.8M
Feb 25, 2021

10-K filing | 5.2M shares outstanding

5.2M 0
Oct 30, 2020

10-Q filing | 5.3M shares outstanding

5.3M 0
Aug 10, 2020

10-Q filing | 5.3M shares outstanding

5.3M 0
May 08, 2020

10-Q filing | 5.2M shares outstanding

5.2M 0
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