Added to YB: 2026-01-23
Pitch date: 2026-01-21
FVR [neutral]
FrontView REIT, Inc.
-1.97%
current return
Author Info
No bio for this author
Company Info
FrontView is an internally-managed net-lease real estate investment trust (“REIT”) that is experienced in acquiring, owning and managing properties with frontage that are net leased to a diversified group of tenants.
Market Cap
$346.0M
Pitch Price
$16.24
Price Target
19.85 (+25%)
Dividend
5.38%
EV/EBITDA
15.95
P/E
106.08
EV/Sales
11.64
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)