NexLiving Communities on Canadian Multifamily Real Estate, Growth Strategy and 2026 Catalysts

Why It Matters

Next Living’s discounted, high‑growth multifamily portfolio and insider‑aligned structure give investors a rare micro‑cap opportunity to capture Canada’s rental boom while limiting dilution and risk.

Key Takeaways

• Next Living targets high‑growth secondary Canadian cities for multifamily assets
• Discounted 10‑20% purchase price yields superior rent‑growth margins
• Capital recycling aims for equity return within ~24 months per asset
• 2026 acquisition pipeline expected to boost cash‑flow per share
• Insider ownership >50% and NAV discount enhance shareholder alignment

Summary

Next Living Communities (NXLV) is a TSX‑V micro‑cap that owns and operates multifamily apartments across Canada’s secondary markets. The company focuses on cities outside Toronto and Vancouver—such as mining, oil‑gas, logistics, and port hubs—where population growth outpaces housing supply. By buying 7‑year‑old buildings at 10‑20% discounts, it captures higher rent‑growth and lower operating costs, delivering cash‑flow and a 22% annual capital appreciation, well above peers. The firm’s strategy hinges on rapid capital recycling: each acquisition is optimized for rent and expense efficiencies, then sold or refinanced within roughly 24 months, returning equity to the balance sheet. Assets typically enjoy a 18‑20‑year CapEx holiday, minimizing deferred maintenance. Recent large acquisitions drove a 30% cash‑flow‑per‑share jump in 2025, and management expects even larger, fully‑leveraged purchases in 2026 without equity dilution, potentially reducing share count through buy‑backs. Stavro Stavrinikos highlighted the company’s unique risk‑adjusted economics: Canada’s per‑capita population growth is three times the U.S., immigration drives rental demand, and secondary markets lack the deep capital pools that inflate prices in primary cities. The team—described as “Avengers of real estate”—combines private‑market experience and insider ownership (over 54% of shares), aligning management incentives with investors. The stock trades at a significant discount to net asset value, offering a rare combination of growth, cash flow, insider skin, and valuation upside. If Next Living executes its 2026 acquisition plan, cash‑flow per share could rise sharply, supporting higher dividends and share‑price appreciation. The company’s low‑cap‑ex, high‑growth model positions it as a compelling play for investors seeking exposure to Canada’s booming rental market without the volatility of larger REITs.

Original Description

In this interview, Stavro Stathonikos, CEO & President of NexLiving Communities Inc. (TSX-V: NXLV), shares insights into the company's approach to real estate investment in Canada's secondary markets, highlighting growth strategies, market dynamics, and future catalysts.

Chapters

00:00 Introduction to NexLiving Communities Inc.

02:08 Overview of Company and Unique Positioning

06:20 Business Model and Growth Strategy

08:32 Future Outlook and Investor Information

NexLiving Communities Inc. will be presenting at the upcoming Planet MicroCap Las Vegas 2026 powered by MicroCapClub. Register to attend here: https://www.meetmax.com/sched/event_130817/conference_home.html

For more information about NexLiving Communities Inc., please visit: https://nexliving.ca/

The interview may contain forward looking statements about NexLiving Communities Inc. See NexLiving Communities Inc.'s periodic filings with SEDAR for more complete information.

About NexLiving Communities Inc.

NexLiving Communities Inc. (TSXV: NXLV) is a Canadian multi-family real estate company focused on acquiring, operating, and growing a portfolio of recently built and refurbished, highly leased residential properties in secondary markets across Canada.

NexLiving is developing a new standard in Canadian multi-family real estate, with a focus on long-term tenants who value proximity to healthcare, nature trails, parks, public transportation, and convenient services, and who hold modern, condo-style expectations of their homes and communities. The Company's portfolio consists of Class A, low- and mid-rise buildings featuring modern and high-end finishes, elevators, heated underground parking, and a range of amenities designed to support a hassle-free, maintenance-free lifestyle. NexLiving aims to deliver exceptional living experiences to our residents and provide comfortable, affordable housing solutions that cater to a wide range of demographics. The Company currently owns 2,058 units in New Brunswick, Quebec, Ontario and Manitoba and has 108 units under construction in Ottawa.

NexLiving is executing a disciplined and accretive growth strategy acquiring high-quality assets with strong day-one cash flow, optimizing operations, and recycling capital into higher-yielding opportunities. The Company continues to evaluate both acquisition targets and non-core asset dispositions as part of its ongoing portfolio optimization strategy, with a scalable growth pipeline extending well beyond 2026.

For more information about NexLiving, please refer to our website at www.nexliving.ca and our public disclosure at www.sedarplus.ca.

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