Added to YB: 2025-07-04
Pitch date: 2025-07-03
FVR [neutral]
FrontView REIT, Inc.
+47.29%
current return
Author Info
No bio for this author
Company Info
FrontView REIT, Inc. is an internally managed net-lease real estate investment trust. It is focused on acquiring, owning, and managing properties with frontage that are leased to a diversified tenant base.
Market Cap
$407.4M
Pitch Price
$11.61
Price Target
N/A
Dividend
5.16%
EV/EBITDA
16.52
P/E
-346.66
EV/Sales
11.92
Sector
Retail REITs
Category
turnaround
Real Assets, Real Value Performance Review: H1 2025 - FrontView REIT, Inc.
FVR (holding update): Net lease REIT at $12/share (Jun 30), 19% annualized return since Apr. Trading cheap amid C-suite turnover (2 CFOs departed, new hire starts Jul 21). Q1 acquisition target cut to $135M, but $70M acquired at 8% cap rate. Progress on 12 vacant properties. Risks priced in, but OP unit conversion overhang likely to persist.
Read full article (2 min)