Added to YB: 2025-11-21
Pitch date: 2025-11-20
FVR [neutral]
FrontView REIT, Inc.
+30.91%
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
$13.06
Price Target
22.50 (+32%)
Dividend
5.16%
EV/EBITDA
16.52
P/E
-346.66
EV/Sales
11.92
Sector
Retail REITs
Category
value
FrontView REIT Investment Update
FVR (update): Sub-scale net lease REIT trading 8.8% implied cap vs peers 7.0-7.5%. NAV $17.50-$22.50/share (vs $14.50 current). Q3 resolved 11/12 troubled assets w/ 85% recovery rate. $75M convertible pref at 6.75% funds $120M acquisitions at 7.25-7.5% caps. 2026 AFFO guidance $1.26-1.30 looks light vs potential $1.38 run-rate.
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