FrontView REIT lifts 2026 net investment to $110M

FrontView REIT, Inc. updated investors on its second quarter investment and capital markets activity and raised its 2026 net investment guidance.

Rhea-AI Filing Summary

FrontView REIT, Inc. updated investors on its second quarter investment and capital markets activity and raised its 2026 net investment guidance. Year-to-date, the company has acquired more than $92 million of properties, including about $58 million across 17 properties in the second quarter.

FrontView also sold properties totaling $22.9 million in the quarter and $32.5 million year-to-date, recycling capital from dispositions. The company increased its 2026 net investment guidance from $100 million to $110 million, reflecting a larger planned deployment of capital.

To support this strategy, FrontView raised approximately $50.5 million of gross proceeds by selling 2,588,775 shares of common stock through its at-the-market equity program at a weighted average price of $19.50 per share and highlighted remaining preferred equity and forward equity capacity.

Insights

Real estate and REIT analyst

FrontView is modestly upping growth plans, funded by fresh equity.

FrontView REIT is actively recycling its portfolio, buying higher-yielding properties and selling select assets. Quarter-to-date, it acquired properties at a 7.34% cash yield and sold properties with a 7.12% cash yield, suggesting deliberate capital allocation within its net-lease strategy.

The company lifted its 2026 net investment guidance from $100 million to $110 million, a measured increase that aligns with year-to-date acquisitions of $92.0 million. This signals a somewhat larger planned deployment but remains within a disciplined range.

Funding is supported by issuing 2,588,775 shares at $19.50 per share, raising roughly $50.5 million, plus remaining Series A Convertible Preferred Equity capacity of $50.0 million and about $32.2 million of potential net proceeds from unsettled forward equity sales, assuming full physical settlement.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

Key Figures

Q2 acquisitions: $58.2 million Q2 dispositions: $22.9 million YTD acquisitions: $92.0 million +5 more

8 metrics

Q2 acquisitions $58.2 million 17 properties acquired with 7.34% cash yield in Q2 2026

Q2 dispositions $22.9 million 10 properties sold, including 9 occupied, 7.12% cash yield

YTD acquisitions $92.0 million 27 properties acquired with 7.40% cash yield year-to-date 2026

YTD dispositions $32.5 million 15 properties sold, 11 occupied, 7.09% cash yield

ATM equity raised $50.5 million 2,588,775 shares sold at $19.50 average price in Q2 2026

2026 net investment guidance $110.0 million Increased from $100.0 million for calendar year 2026

Preferred equity capacity $50.0 million Remaining Series A Convertible Preferred Equity commitment at quarter-end

Forward equity potential proceeds $32.2 million Estimated net proceeds from unsettled forward equity sales, full physical settlement

Key Terms

at-the-market equity offering program, cash yield, Series A Convertible Preferred Equity, forward equity sale agreements, +2 more

6 terms

at-the-market equity offering program financial

"sold 2,588,775 shares of common stock under the Company’s at-the-market equity offering program"

A program that lets a company sell newly issued shares directly into the open market at whatever the current trading price is, usually through a broker, and do so gradually over time instead of all at once. Investors care because it can dilute existing ownership and put steady selling pressure on the stock price, while giving the company a flexible, on-demand way to raise cash — like adding small amounts of water to a pool rather than dumping in a bucket.

cash yield financial

"purchase price of $58.2 million with a cash yield of 7.34%"

Cash yield measures the amount of actual cash an investment returns to an owner over a year, expressed as a percentage of the money paid for that investment. It is calculated by dividing annual cash received—such as dividends, interest, or distributions—by the current price, and tells investors how much income they are getting relative to cost, like the rental income rate you’d expect from owning a property.

Series A Convertible Preferred Equity financial

"the Company had $50.0 million of remaining capacity under its Series A Convertible Preferred Equity commitment"

Series A convertible preferred equity is an early-stage ownership stake that combines features of a loan and stock: it pays holders a priority claim on cash if the business is sold and can later be swapped for ordinary shares at a preset rate. For investors it offers upside like regular stock while providing downside protection and assigned payout order—think of it as a ticket that can turn into concert entry with a better seat or refund priority if the show is canceled.

forward equity sale agreements financial

"approximately $32.2 million of estimated net proceeds available under unsettled forward equity sale agreements"

A forward equity sale agreement is a contract to sell a specified number of shares at a future date or over a future period, often at a price or pricing formula agreed today. For investors it matters because it signals future share supply and potential dilution, and can affect a company’s funding and stock price—think of it as promising to deliver a crop of apples later at a prearranged deal, which can change how buyers value the orchard now.

net investment guidance financial

"increasing calendar year 2026 net investment guidance from $100.0 million to $110.0 million"

Projected net investment guidance is a company's forecast of how much money it expects to put into long‑term assets after accounting for proceeds from asset sales — think of it as the expected ‘net’ amount the business will spend on growth and upkeep. Investors care because it signals how aggressively the company intends to expand or conserve cash, which affects future earnings, cash flow and the likelihood of dividends or share buybacks; like a household stating its planned home improvement spending after selling an old car.

net-lease real estate investment trust financial

"an internally managed net-lease real estate investment trust (“REIT”)"

FAQ

What investment activity did FrontView REIT (FVR) report for the second quarter of 2026?

FrontView REIT reported acquiring 17 properties for a purchase price of $58.2 million with a 7.34% cash yield. It also sold 10 properties for $22.9 million, including nine occupied assets with a 7.12% cash yield, reflecting active portfolio recycling during the quarter.

How much has FrontView REIT (FVR) deployed in acquisitions and sales year-to-date 2026?

Year-to-date, FrontView REIT acquired 27 properties for a total purchase price of $92.0 million at a 7.40% cash yield. It sold 15 properties for $32.5 million, including 11 occupied properties with a 7.09% cash yield, showing both growth and disposition activity.

How much equity did FrontView REIT (FVR) raise through its at-the-market program?

During the second quarter, FrontView REIT sold 2,588,775 common shares under its at-the-market equity offering program at a weighted average gross price of $19.50 per share. This generated approximately $50.5 million in gross proceeds to help fund its external growth strategy.

What is FrontView REIT’s updated 2026 net investment guidance?

FrontView REIT increased its calendar year 2026 net investment guidance from $100.0 million to $110.0 million. This higher target reflects the company’s ongoing acquisition activity and expectations for continued capital deployment into its net-lease frontage property strategy.

What remaining capital capacity does FrontView REIT (FVR) have from preferred and forward equity?

As of quarter-end, FrontView REIT had $50.0 million of remaining capacity under its Series A Convertible Preferred Equity commitment and about $32.2 million of estimated net proceeds available from unsettled forward equity sale agreements, assuming full physical settlement of those forward contracts.

What type of properties does FrontView REIT (FVR) focus on owning?

FrontView REIT focuses on acquiring, owning, and managing net-lease properties with frontage in prominent retail corridors. As of March 31, 2026, it owned 309 frontage properties across 36 U.S. states, leased mainly to service and necessity-based tenants across 16 industries.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/01/2026 - 07:25 AM Learn about SEC filing dates

0001988494false00019884942026-07-012026-07-01

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 01, 2026

FrontView REIT, Inc.

(Exact name of Registrant as Specified in Its Charter)

Maryland			001-42301	93-2133671
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
3131 McKinney Avenue Suite L10
Dallas, Texas				75204
(Address of Principal Executive Offices)				(Zip Code)

Registrant’s Telephone Number, Including Area Code: 214 796-2445

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common stock $0.01 par value per share		FVR		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On July 1, 2026, FrontView REIT, Inc. (the “Company”) issued a press release providing an update on second quarter investment activity, capital markets activity and revised net investment guidance.

The information contained in Item 7.01 hereof, including the information contained in the press release attached as Exhibit 99.1, is being “furnished” and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

INDEX TO EXHIBITS

Exhibit No.	Description
99.1	FrontView REIT, Inc. Press Release dated July 1, 2026.
104	Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			FrontView REIT, Inc.
Date:	July 1, 2026	By:	/s/ Pierre Revol
			Pierre Revol Chief Financial Officer, Treasurer, and Secretary

EXHIBIT 99.1

For Immediate Release

July 1, 2026

FrontView REIT Provides Second Quarter Investment Activity, Capital Markets Update and Update to Net Investment Guidance

Dallas, TX – FrontView REIT, Inc. (“FrontView” or the “Company”) today provided an update on second quarter investment activity, capital markets activity and revised net investment guidance.

“Our second quarter investment activity continues to highlight the quality and depth of the opportunities we are sourcing within the market,” said Steve Preston, Chairman and Chief Executive Officer.

“Year-to-date, we have acquired more than $92 million of properties, including over $58 million across 17 properties in the second quarter, and we are increasing our 2026 net investment guidance from $100 million to $110 million. In addition, we raised $50.5 million of new common equity during the quarter at a weighted average gross price of $19.50 per share, providing additional capacity to fund our external growth strategy through 2027 at our current acquisition pace.”

Quarter-to-date capital deployment:

•Acquired 17 properties for a purchase price of $58.2 million with a cash yield of 7.34%.

•Sold 10 properties for an aggregate $22.9 million, including 9 occupied properties with a cash yield of 7.12%.

Year-to-date capital deployment:

•Acquired 27 properties for a purchase price of $92.0 million with a cash yield of 7.40%.

•Sold 15 properties for an aggregate $32.5 million, including 11 occupied properties with a cash yield of 7.09%.

Capital markets update:

•During the second quarter, we sold 2,588,775 shares of common stock under the Company’s at-the-market equity offering program at a weighted average gross price of $19.50 per share, generating gross proceeds of approximately $50.5 million. Of the total shares sold, 898,983 shares were issued and settled during the quarter, and 1,689,792 shares were sold on a forward basis.

•As of quarter-end, the Company had $50.0 million of remaining capacity under its Series A Convertible Preferred Equity commitment and approximately $32.2 million of estimated net proceeds available under unsettled forward equity sale agreements, assuming full physical settlement.

Net investment guidance update:

•Increasing calendar year 2026 net investment guidance from $100.0 million to $110.0 million.

1

About FrontView REIT, Inc.

FrontView is an internally managed net-lease real estate investment trust (“REIT”) focused on acquiring, owning, and managing properties with frontage that are leased to a diversified tenant base. Our real estate investment strategy is centered around highly visible properties in prominent retail corridors with strong underlying real estate fundamentals. We target properties along high-traffic roads that offer strong consumer visibility and adaptable building formats capable of supporting various businesses over time.

As of March 31, 2026, FrontView owned a diversified portfolio of 309 direct frontage properties across 36 U.S. states, leased primarily to service and necessity-based tenants across 16 industries, including medical and dental providers, quick-service and casual dining restaurants, financial institutions, cellular retailers, automotive-related, fitness, and general retail, along with several other diversified industries.

Forward-Looking Statements

This press release contains “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our plans, strategies, and prospects, both business and financial. Such forward-looking statements can generally be identified by our use of forward-looking terminology such as “outlook,” “potential,” “may,” “will,” “should,” “could,” “seeks,” “approximately,” “projects,” “predicts,” “expect,” “intends,” “anticipates,” “estimates,” “plans,” “would be,” “believes,” “continues,” or the negative version of these words or other comparable words. Forward-looking statements, including our 2026 net investment guidance, our ability to draw on the Convertible Perpetual Preferred security, to execute our business and acquisition strategies, or to complete the sale and disposition of our investment pipeline on favorable terms, if at all, involve known and unknown risks and uncertainties, which may cause the Company’s actual future results to differ materially from expected results, including, without limitation, risks and uncertainties related to general economic conditions, including but not limited to fluctuations in the rate of inflation and/or interest rates, local real estate conditions, tenant financial health, property investments and acquisitions, and the timing and uncertainty of completing these property investments and acquisitions, and uncertainties regarding future distributions to our stockholders. These and other risks, assumptions, and uncertainties are described in Item 1A. “Risk Factors” of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, which the Company filed with the SEC on February 25, 2026, and which you are encouraged to read, are available on the SEC’s website at www.sec.gov. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. The Company assumes no obligation to, and does not currently intend to, update any forward-looking statements after the date of this press release, whether as a result of new information, future events, changes in assumptions, or otherwise.

Company Contact

investorrelations@frontviewreit.com

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Filing Exhibits & Attachments

2 documents

Press Releases

• EX-99.1 EX-99.1 24.1 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA WITH EMBEDDED LINKBASES DOCUMENT 25.2 KB