NexPoint Residential Trust (NXRT) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 3 calls on NexPoint Residential Trust (NXRT) from 2 tracked investors: 2 bullish, 0 bearish and 1 neutral. The most recent is bullish, posted by @Mr_Neutral_Man on Oct 19, 2026 when NXRT last closed at $18.37. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on NXRT?
Consensus: bullish. Every current directional call on NXRT points the same way (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man)). josh matalon (@joshmatalon) takes a neutral or watch-only view, which is the closest thing to dissent here.
Every logged NXRT call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 19, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | $18.37 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Aug 4, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | $24.43 | $23.70 on Sep 3, 2026 | Open (not yet scored) | post |
| Aug 4, 2026 | josh matalon (@joshmatalon) | Neutral / watch | $24.43 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for NXRT
- Names ARE, LINE and NXRT as favorite 2026 tax-loss-selling candidates for a 2027 recovery; says his REIT book has the best torque. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Oct 19, 2026; source)
- After the Q2 guidance cut, says NexPoint Residential at about a 7% cap rate is cheap levered Sunbelt apartment beta, mostly floating-rate debt; would not be surprised if it doubles in 3 years but expects volatility; suggests 10-20% of a Sunbelt basket. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Aug 4, 2026; source)
The bear case for NXRT
No tracked investor has a current bearish thesis on NXRT.
Neutral and watch-list views
- Estimates NexPoint Residential near a 7% cap rate after the drop, with more debt torque both ways while funding an 8% dividend; not sure it was cheap versus Sunbelt peers before. (josh matalon (@joshmatalon), Aug 4, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @Mr_Neutral_Man (Oct 19, 2026): "Basically my entire REIT book probably all have the best torque"
- @Mr_Neutral_Man (Aug 4, 2026): "I wouldn't be surprised if it doubles from here in the next 3 years but I can also see it whip around a lot"
- @joshmatalon (Aug 4, 2026): "They have more torque in both directions with their debt"
Track records of the players calling NXRT
| Player | Calls on NXRT | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | 2 | 0-0 | - | - | No scored calls yet |
| josh matalon (@joshmatalon) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on NexPoint Residential Trust (NXRT)?
As of November 5, 2026, @Mr_Neutral_Man has logged bullish calls on NXRT. Current bullish voices: @Mr_Neutral_Man.
Who is bearish on NXRT?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on NXRT.
What is the consensus on NXRT among tracked investors?
Current calls on NXRT lean bullish; no tracked investor is on the other side right now.
What price was NXRT at when these calls were made?
Prices at call ranged from $18.37 to $24.43. The most recent call was made when NXRT last closed at $18.37. We use the last close known when each post went up.
How have past NXRT calls performed?
No NXRT call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on NXRT?
Consensus: bullish. Every current directional call on NXRT points the same way (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man)). josh matalon (@joshmatalon) takes a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the NXRT page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.