BRT vs. NXRT

Last updated Jun 3, 2026

BRT (BRT Apartments Corp.) and NXRT (NexPoint Residential Trust, Inc.) are both stocks. Both operate in the REIT - Residential industry within the Real Estate sector. Over the past 10 years, BRT returned 12.97%/yr vs 11.19%/yr for NXRT. At a 0.36 correlation, their price movements are largely independent.

Performance

BRT vs. NXRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BRT Apartments Corp. (BRT) and NexPoint Residential Trust, Inc. (NXRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BRT achieves a -0.69% return, which is significantly higher than NXRT's -3.17% return. Over the past 10 years, BRT has outperformed NXRT with an annualized return of 12.97%, while NXRT has yielded a comparatively lower 11.19% annualized return.

BRT

• 1D: -0.28%
• 1M: -0.28%
• YTD: -0.69%
• 6M: 2.48%
• 1Y: -4.15%
• 3Y*: -3.81%
• 5Y*: 0.76%
• 10Y*: 12.97%

NXRT

• 1D: -0.76%
• 1M: -1.24%
• YTD: -3.17%
• 6M: -5.13%
• 1Y: -9.74%
• 3Y*: -8.21%
• 5Y*: -7.82%
• 10Y*: 11.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRT vs. NXRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BRT BRT Apartments Corp.	-0.69%	-13.25%	2.72%	-0.04%	-14.36%	65.66%	-3.09%	57.19%	3.74%	48.82%
NXRT NexPoint Residential Trust, Inc.	-3.17%	-23.32%	27.33%	-17.29%	-46.68%	102.95%	-2.70%	31.96%	29.90%	29.75%

Correlation

The correlation between BRT and NXRT is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.51
Correlation (3Y) Calculated over the trailing 3-year period	0.54
Correlation (5Y) Calculated over the trailing 5-year period	0.52
Correlation (10Y) Calculated over the trailing 10-year period	0.39
Correlation (All Time) Calculated using the full available price history since Mar 20, 2015	0.36

The correlation between BRT and NXRT shifts across timeframes, from 0.36 (all time) to 0.54 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap BRT : $258.85M NXRT : $725.37M
EPS BRT : -$0.68 NXRT : -$1.26
PS Ratio BRT : 2.63 NXRT : 2.88
PB Ratio BRT : 1.53 NXRT : 2.66
Total Revenue (TTM) BRT : $98.01M NXRT : $251.61M
Gross Profit (TTM) BRT : $12.37M NXRT : $229.15M
EBITDA (TTM) BRT : $38.34M NXRT : $374.04M

Return for Risk

BRT vs. NXRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRT

BRT Risk / Return Rank: 30
BRT Sharpe Ratio Rank: 32
BRT Sortino Ratio Rank: 26
BRT Omega Ratio Rank: 26
BRT Calmar Ratio Rank: 34
BRT Martin Ratio Rank: 34

NXRT

NXRT Risk / Return Rank: 24
NXRT Sharpe Ratio Rank: 25
NXRT Sortino Ratio Rank: 22
NXRT Omega Ratio Rank: 23
NXRT Calmar Ratio Rank: 27
NXRT Martin Ratio Rank: 24

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRT vs. NXRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BRT Apartments Corp. (BRT) and NexPoint Residential Trust, Inc. (NXRT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BRT	NXRT	Difference
Sharpe ratio Return per unit of total volatility	-0.20	-0.36	+0.16
Sortino ratio Return per unit of downside risk	-0.15	-0.35	+0.21
Omega ratio Gain probability vs. loss probability	0.98	0.96	+0.02
Calmar ratio Return relative to maximum drawdown	-0.18	-0.38	+0.21
Martin ratio Return relative to average drawdown	-0.35	-0.84	+0.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRT vs. NXRT - Sharpe Ratio Comparison

The current BRT Sharpe Ratio is -0.20, which is higher than the NXRT Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of BRT and NXRT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BRT	NXRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.20	-0.36	+0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.03	-0.25	+0.28
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.36	0.32	+0.03
Sharpe Ratio (All Time) Calculated using the full available price history	0.05	0.31	-0.27

Drawdowns

BRT vs. NXRT - Drawdown Comparison

The maximum BRT drawdown since its inception was -95.38%, which is greater than NXRT's maximum drawdown of -70.30%. Use the drawdown chart below to compare losses from any high point for BRT and NXRT.

Drawdown Indicators

	BRT	NXRT	Difference
Max Drawdown Largest peak-to-trough decline	-95.38%	-70.30%	-25.08%
Max Drawdown (1Y) Largest decline over 1 year	-16.00%	-26.20%	+10.20%
Max Drawdown (3Y) Largest decline over 3 years	-27.60%	-44.66%	+17.06%
Max Drawdown (5Y) Largest decline over 5 years	-35.28%	-70.30%	+35.02%
Max Drawdown (10Y) Largest decline over 10 years	-58.76%	-70.30%	+11.54%
Current Drawdown Current decline from peak	-29.79%	-63.37%	+33.58%
Average Drawdown Average peak-to-trough decline	-50.90%	-24.90%	-26.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.07%	11.88%	-3.81%

Volatility

BRT vs. NXRT - Volatility Comparison

The current volatility for BRT Apartments Corp. (BRT) is 5.04%, while NexPoint Residential Trust, Inc. (NXRT) has a volatility of 5.54%. This indicates that BRT experiences smaller price fluctuations and is considered to be less risky than NXRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BRT	NXRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.04%	5.54%	-0.50%
Volatility (6M) Calculated over the trailing 6-month period	13.48%	20.30%	-6.82%
Volatility (1Y) Calculated over the trailing 1-year period	20.55%	26.96%	-6.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.23%	31.50%	-2.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.53%	34.75%	+1.78%

Dividends

BRT vs. NXRT - Dividend Comparison

BRT's dividend yield for the trailing twelve months is around 6.98%, less than NXRT's 7.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BRT BRT Apartments Corp.	6.98%	6.80%	5.55%	5.38%	4.99%	3.75%	5.79%	4.95%	6.99%	3.05%	0.00%	0.00%
NXRT NexPoint Residential Trust, Inc.	7.28%	6.84%	4.54%	5.00%	3.58%	1.67%	3.02%	2.53%	2.92%	3.26%	3.75%	4.72%

Financials

BRT vs. NXRT - Profitability Comparison

The chart below illustrates the profitability comparison between BRT Apartments Corp. and NexPoint Residential Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BRT Apartments Corp. reported a gross profit of 0.00 and revenue of 24.61M. Therefore, the gross margin over that period was 0.0%.

NXRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NexPoint Residential Trust, Inc. reported a gross profit of 53.65M and revenue of 63.54M. Therefore, the gross margin over that period was 84.4%.

BRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BRT Apartments Corp. reported an operating income of -2.57M and revenue of 24.61M, resulting in an operating margin of -10.4%.

NXRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NexPoint Residential Trust, Inc. reported an operating income of 8.52M and revenue of 63.54M, resulting in an operating margin of 13.4%.

BRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BRT Apartments Corp. reported a net income of -2.68M and revenue of 24.61M, resulting in a net margin of -10.9%.

NXRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NexPoint Residential Trust, Inc. reported a net income of -6.75M and revenue of 63.54M, resulting in a net margin of -10.6%.

Frequently Asked Questions

Can I hold both BRT and NXRT in my portfolio?

BRT and NXRT have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BRT or NXRT?

NXRT has higher volatility (5.54%) compared to BRT (5.04%). In terms of maximum drawdown, BRT dropped -95.38% vs NXRT's -70.30%.

Which has better risk-adjusted returns?

BRT currently has the higher Sharpe Ratio (-0.20 vs -0.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.