Net lease REITs offer strong long-term returns and unique opportunities for value investors, despite recent underperformance versus other property sectors. FrontView REIT stands out for its tenant diversification, transparency, and attractive valuation; I rate it a Strong Buy with 40-50% potential upside. Modiv Industrial offers high-yield and monthly dividends, but carries higher risk due to leverage and tenant concentration; I also rate it a speculative Strong Buy.
DALLAS--(BUSINESS WIRE)--FrontView REIT, Inc. (NYSE: FVR) (the “Company”, “FrontView”, “we”, “our”, or “us”), today announced that it will release its financial and operating results for the quarter ended March 31, 2025, after the market closes on Wednesday, May 14, 2025. The Company will host its earnings conference call and audio webcast on Thursday, May 15, 2025, at 10:00 a.m. Central Time. Conference Call and Webcast To access the live webcast, which will be available in listen-only mode, p.
FrontView REIT has fallen 30% since its IPO and trades at an attractive valuation of 11x 2025e AFFO, an 8.9% implied cap rate and a 6.5% dividend yield. Despite recent tenant issues, strong demand for outparcel space and management's ability to re-tenant should mitigate negative impacts on NOI and AFFO. Risks include limited public history, tenant defaults, and volatility due to small cap and float, but overall, FrontView shares are undervalued.
FVR FVR In 2 weeks Estimated | Quarterly | $0.21 Per Share |
FVR FVR 2 months ago Paid | Quarterly | $0.21 Per Share |
FVR FVR 5 months ago Paid | Quarterly | $0.21 Per Share |
15 May 2025 Date | | - Cons. EPS | - EPS |
20 Mar 2025 Date | | - Cons. EPS | - EPS |
14 Nov 2024 Date | | - Cons. EPS | - EPS |
FVR FVR In 2 weeks Estimated | Quarterly | $0.21 Per Share |
FVR FVR 2 months ago Paid | Quarterly | $0.21 Per Share |
FVR FVR 5 months ago Paid | Quarterly | $0.21 Per Share |
15 May 2025 Date | | - Cons. EPS | - EPS |
20 Mar 2025 Date | | - Cons. EPS | - EPS |
14 Nov 2024 Date | | - Cons. EPS | - EPS |
REIT - Diversified Industry | Real Estate Sector | Mr. Stephen S.B. Preston CEO | NYSE Exchange | US35922N1000 ISIN |
US Country | 15 Employees | - Last Dividend | - Last Split | - IPO Date |