Added to YB: 2025-07-04
Pitch date: 2025-07-03
FVR [neutral]
FrontView REIT, Inc.
+26.46%
current return
Author Info
No bio for this author
Company Info
FrontView is an internally-managed net-lease REIT that acquires, owns and manages primarily properties with frontage that are net leased to a diversified group of tenants.
Market Cap
$314.0M
Pitch Price
$12.23
Price Target
N/A
Dividend
5.93%
EV/EBITDA
15.29
P/E
96.26
EV/Sales
11.16
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)