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FrontView REIT (FVR) investor relations material
FrontView REIT Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary14 Aug, 2025
Executive summary
Portfolio consists of 319 net-leased properties across 37 states, with 97.8% occupancy and a weighted average lease term of 7.3 years as of June 30, 2025; no tenant represents more than 3.3% of ABR.
Completed IPO and internalization in October 2024, raising $253.2M, eliminating external management fees, and simplifying the capital structure.
Focus on high-visibility, service-oriented tenants diversified across 16 industries and 157 tenant concepts.
Active asset management and capital recycling to enhance portfolio quality and financial metrics.
Announced Pierre Revol as new CFO post-quarter to drive further growth.
Financial highlights
Q2 2025 revenues were $17.6M, up 20% year-over-year; six-month revenues reached $33.8M.
Net loss for Q2 2025 was $4.5M ($0.16/share), compared to $3.0M in Q2 2024; FFO was $6.7M ($0.24/share), AFFO was $9.0M ($0.32/share), both up year-over-year.
Annualized base rent was $62.3M; gross real estate assets totaled $900.3M.
Declared quarterly dividend of $0.215 per share, totaling $0.43 for the first half, with a 66% AFFO payout ratio.
Liquidity stood at ~$140M, including $131.5M revolver capacity and $8.4M cash.
Outlook and guidance
2025 AFFO per share guidance narrowed and raised to $1.22–$1.24, reflecting revised capital allocation.
Acquisition guidance lowered to $110M–$130M; disposition guidance raised to $60M–$75M.
Cap rates for acquisitions expected to trend around 7.5% in Q3.
Short-term liquidity needs to be met through cash, operations, and credit facilities; long-term through debt, equity, and property sales.
Net investment activity expected to be accretive to portfolio metrics and financials.
Why did FVR revise its 2025 investment activity?
Explain the adjustment for investment activity.
How does FVR differentiate itself from peers?
Assess impact of capital recycling strategy.
Explain the spread between asset sales and acquisitions.
What's driving confidence in holding AFFO/share flat?
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Next FrontView REIT earnings date
Q3 202513 Nov, 2025
Next FrontView REIT earnings date
Q3 202513 Nov, 2025
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Frequently asked questions
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. FrontView is differentiated by an investment approach focused on properties that are in prominent locations with direct frontage on high-traffic roads that are highly visible to consumers. FrontView’s focuses on service-oriented tenants, including quick-service restaurants, cellular stores, financial institutions, automotive stores and dealers, medical and dental providers, convenience and gas stores, car washes, home improvement stores, grocery stores, fitness operators, professional services as well as general retail tenants.
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