NENHIGH SIGNALOPPORTUNITY10-K

NEN delivered exceptional operational growth with revenue surging 277% and a dramatic turnaround from net loss to $6M profit, while significantly expanding its real estate portfolio.

The partnership executed a major expansion, adding 468 residential units (16% increase) and 7,000 square feet of commercial space while maintaining stable quarterly distributions of $12.00 per unit. Despite reducing unit count slightly, the substantial revenue and profitability growth suggests successful acquisition integration and improved operational efficiency across the expanded portfolio.

Comparing 2026-03-13 vs 2025-03-14View on EDGAR →
FINANCIAL ANALYSIS

NEN achieved remarkable financial performance with revenue jumping 277% to $89.2M and swinging from a $522K loss to $6M profit, while operating income surged 350% to $21.3M. The company funded this growth by increasing total debt 30% to $531M and growing total assets 28% to $505.3M, though operating cash flow declined 13% to $27.7M, suggesting the revenue growth may include non-cash components or timing differences. Overall, the metrics indicate successful execution of a major expansion strategy with strong profitability improvement despite higher leverage.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+1255.8%
-$522K$6.0M

Net income grew 1255.8% — bottom-line growth signals improving overall business health.

Operating Income
P&L
+350%
$4.7M$21.3M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Revenue
P&L
+276.6%
$23.7M$89.2M

Strong top-line growth of 276.6% — accelerating demand or successful expansion into new markets.

Cash & Equivalents
Balance Sheet
+51.4%
$17.6M$26.7M

Cash position surged 51.4% — strong cash generation or capital raise providing significant financial cushion.

Total Debt
Balance Sheet
+30%
$408.6M$531.0M

Debt increased 30% — substantial leverage increase; assess whether deployed for growth or covering losses.

Total Assets
Balance Sheet
+28.4%
$393.5M$505.3M

Asset base grew 28.4% — expansion through organic growth, acquisitions, or capital deployment.

Total Liabilities
Balance Sheet
+27.1%
$455.9M$579.5M

Liabilities increased 27.1% — monitor debt-to-equity ratio and interest coverage.

Operating Cash Flow
Cash Flow
-13.4%
$31.9M$27.7M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

LANGUAGE CHANGES
NEW — 2026-03-13
PRIOR — 2025-03-14
ADDED
Title of each class: Trading Symbol Name of each exchange on which registered: Class A NEN NYSE MKT Exchange As of March 12, 2026, there were 92,984 of the registrant s Class A units (2,789,526 Depositary Receipts) of limited partnership issued and outstanding and 22,084 Class B units issued and outstanding.
Jameson Brown and Harley Brown indirectly collectively own between 47.6% and 59%, and five other current and past employees of The Hamilton Company, Inc.
(the Hamilton Company or Hamilton ) own collectively between 0% and 2.4%, respectively of the Joint Ventures.
As of February 1, 2026, the Partnership and its Subsidiary Partnerships owned 3,411 residential apartment units in 27 residential and mixed-use complexes (collectively, the Apartment Complexes ).
As of February 1, 2026, the Subsidiary Partnerships also owned two commercial shopping centers in Framingham, Massachusetts, commercial buildings in Newton, Massachusetts, one commercial building in Brookline, Massachusetts and commercial space in mixed-use buildings in Boston, Brockton, and Newton, Massachusetts, totaling approximately 138,000 square feet of commercial space.These properties are referred to collectively as the Commercial Properties.
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REMOVED
Title of each class: Trading Symbol Name of each exchange on which registered: Class A NEN NYSE MKT Exchange As of March 12, 2025, there were 93,338 of the registrant s Class A units (2,800,146 Depositary Receipts) of limited partnership issued and outstanding and 22,168 Class B units issued and outstanding.
Jameson Brown and Harley Brown indirectly collectively own between 47.6% and 59%, and five other current and past employees of Hamilton own collectively between 0% and 2.4% , respectively of the Joint Ventures.
As of February 1, 2025, the Partnership and its Subsidiary Partnerships owned 2,943 residential apartment units in 27 residential and mixed-use complexes (collectively, the Apartment Complexes ).
As of February 1, 2025, the Subsidiary Partnerships also owned two commercial shopping centers in Framingham, Massachusetts, one commercial building in Newton, Massachusetts, one commercial building in Brookline, Massachusetts and commercial space in mixed-use buildings in Boston, Brockton and Newton, Massachusetts, totaling approximately 131,000 square feet of commercial space.
These properties are referred to collectively as the Commercial Properties.
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