FVR FrontView REIT, Inc.
Price Chart
Executive Summary
FrontView REIT reported strong Q1 2026 results, with AFFO per share of $0.34 beating consensus of $0.30 by 13% and revenue of $18.2M exceeding estimates of $17.3M. The company raised its full-year 2026 AFFO guidance to $1.29-$1.33 from $1.27-$1.32, signaling confidence in continued growth. Leverage improved to 5.3x Net Debt/Adjusted EBITDAre.
Actionable Insight
The strong AFFO beat and guidance raise should drive positive price action. Watch for conference call (May 7) for pipeline details and capital deployment updates. The 5.3x leverage and ample liquidity support further accretive acquisitions.
Key Facts
- Q1 2026 AFFO per share $0.34 vs consensus $0.30 (beat by 13.3%)
- Revenue $18.2M vs consensus $17.3M (beat by 5.1%), up 12% YoY
- Full-year 2026 AFFO guidance raised to $1.29-$1.33 (midpoint $1.31 vs prior $1.295)
- Net income turned positive at $0.4M vs -$1.3M in Q1 2025
- Net Debt/Annualized Adjusted EBITDAre improved to 5.3x from 5.6x in Q4 2025
- Acquired 10 properties for $33.9M, sold 5 for $9.7M; total liquidity $195M
Financial Impact
AFFO per share beat by $0.04 (13.3%) vs consensus; revenue beat by $0.9M (5.1%)
Risk Factors
- Rising interest rates could pressure cap rates and property valuations
- Tenant concentration: top 10 tenants represent 23.0% of ABR
- Guidance assumes execution on $100M net investment activity; any delays could temper growth
Market Snapshot
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-208927 |
| Document: fvr-ex99_2.htm | 0001193125-26-208927 |
| Document: fvr-20260506.htm | 0001193125-26-208927 |
| Document: 0001193125-26-208927-index-headers.html | 0001193125-26-208927 |
| Document: 0001193125-26-208927-index.html | 0001193125-26-208927 |
| Document: 0001193125-26-208927.txt | 0001193125-26-208927 |
| 8-K Data (Synthetic) | 0001193125-26-208927 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 6, 2026
14d ago
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8-K
| $18.26 $17.84 | ▼ −2.30% | ▼ −3.80% | $17.57 (−3.78%) |
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Apr 17, 2026
4w ago
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DEFA14A
| $17.43 $17.36 | ▼ −0.40% | ▼ −1.31% | $17.57 (+0.80%) |
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Feb 28, 2026
11w ago
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Institutional Cluster
| $16.33 $15.73 | ▼ −3.62% | ▼ −2.42% | $17.57 (+7.62%) |
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Feb 27, 2026
11w ago
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8-K/A
| $16.34 $16.26 | ▼ −0.48% | ▲ +1.50% | $17.57 (+7.55%) |
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Feb 24, 2026
12w ago
|
8-K
| $16.20 $16.57 | ▲ +2.31% | ▲ +3.41% | $17.57 (+8.47%) |
US Market Status
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