Added to YB: 2026-01-23
Pitch date: 2026-01-21
FVR [neutral]
FrontView REIT, Inc.
+9.34%
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
$15.64
Price Target
19.85 (+16%)
Dividend
5.16%
EV/EBITDA
16.52
P/E
-346.66
EV/Sales
11.92
Sector
Retail REITs
Category
value
Real Assets, Real Value | Performance Review: H2 2025 - FrontView REIT, Inc.
FVR (holding update): Net lease REIT up 32% since Apr write-up at $11.50. Original thesis played out - portfolio quality fears overblown, discount to peers excessive. Disciplined capital allocation, selling assets vs dilutive equity. Base case NAV now ~$19.85 on 7.5% cap rate, 15.5x 2026e AFFO multiple.
Read full article (2 min)