FrontView REIT acquires $50.6M in properties in Q3

One investor converted $6.7 million of the initial preferred issuance into 392,158 common shares during the third quarter.

Rhea-AI Filing Summary

FrontView REIT, Inc. (FVR) acquired 16 frontage properties in the third quarter for $50.6 million at a 7.6% cash yield and sold 5 occupied properties for $17.1 million at a 6.6% cash yield. Year to date, it acquired 43 properties for $142.6 million at a 7.5% cash yield and sold 20 for $49.7 million, including 16 occupied properties with a 6.9% cash yield.

During the quarter, FrontView sold 9,373 common shares on a forward basis under its at-the-market program at a weighted average gross price of $21.01 per share, generating approximately $0.2 million in gross proceeds. It issued and settled 1,699,165 common shares sold on a forward basis for $32.7 million in net proceeds. It also issued $20.0 million in Series A Convertible Preferred Stock, bringing total drawn on the $75.0 million capacity to $45.0 million; the company anticipated the draw on November 10, 2026.

Management expects acquisition yields to continue rising into the fourth quarter based on its current pipeline. As of June 30, 2026, the portfolio included 316 direct frontage properties across 35 U.S. states, leased primarily to service and necessity-based tenants across 16 industries.

Filing Explained

During the third quarter, an investor converted $6.7 million of the initial Series A preferred stock into 392,158 common shares. That conversion added common shares, reducing existing holders’ percentage ownership absent offsetting changes.

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

Third-quarter acquisitions: 16 properties Acquisition purchase price: $50.6 million Acquisition cash yield: 7.6% +5 more

8 metrics

Third-quarter acquisitions 16 properties Third quarter 2026

Acquisition purchase price $50.6 million Third quarter 2026

Acquisition cash yield 7.6% Third quarter 2026

Occupied properties sold 5 properties; $17.1 million aggregate sale price Third quarter 2026

Disposition cash yield 6.6% Third quarter 2026

ATM forward share sales 9,373 shares at a weighted average gross price of $21.01 per share; approximately $0.2 million gross proceeds Third quarter 2026

ATM forward share settlements 1,699,165 shares; $32.7 million net proceeds Third quarter 2026

Series A Convertible Preferred Stock $20.0 million issued; $45.0 million drawn against $75.0 million of capacity Capital markets activity

Key Terms

cash yield, at-the-market equity offering program, on a forward basis, Series A Convertible Preferred Stock

4 terms

cash yield financial

"for a purchase price of $50.6 million with a cash yield of 7.6%"

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.

at-the-market equity offering program financial

"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.

on a forward basis financial

"sold 9,373 shares of common stock on a forward basis"

Series A Convertible Preferred Stock financial

"issued an aggregate of $20.0 million in Series A Convertible Preferred Stock"

Series A convertible preferred stock is a class of shares sold in an early funding round that gives investors a mix of protection and upside: it pays a priority claim over common shares if the company is sold or closes, but can be converted into ordinary shares to share in future growth. Think of it like a hybrid between a safer stake and a ticket to ownership; it matters to investors because it affects who controls the company, how future gains are split, and how much their investment is protected from downside.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many properties did FVR acquire and sell in the third quarter?

FrontView acquired 16 frontage properties for $50.6 million at a 7.6% cash yield and sold 5 occupied properties for $17.1 million at a 6.6% cash yield during the third quarter.

How many common shares did an investor receive in FVR's preferred-stock conversion?

One investor converted $6.7 million of the initial $25.0 million Series A Convertible Preferred Stock issuance into 392,158 common shares during the third quarter.

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

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Available on EDGAR 10/01/2026 - 07:31 AM Accepted by SEC EDGAR 10/01/2026 - 07:30 AM Learn about SEC filing dates

0001988494false00019884942026-10-012026-10-01

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): October 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 October 1, 2026, FrontView REIT, Inc. (the “Company”) issued a press release providing third quarter investment activity and capital markets activity.

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 October 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:	October 1, 2026	By:	/s/ Pierre Revol
			Pierre Revol Chief Financial Officer, Treasurer, and Secretary

EXHIBIT 99.1

For Immediate Release

October 1, 2026

FrontView REIT Provides Third Quarter Investment Activity and Capital Markets Activity

Dallas, TX – FrontView REIT, Inc. (“FrontView” or the “Company”) today provided third quarter investment activity and capital markets activity.

“During the third quarter, we continued to execute on our growth strategy, acquiring 16 frontage properties in core markets while further enhancing the quality and diversification of the portfolio,” said Stephen Preston, Chairman and Chief Executive Officer. “Our investment opportunity set continues to expand at increasingly attractive returns, with acquisition yields rising during the quarter. Based on our current pipeline, we expect this trend to continue into the fourth quarter. At the same time, we recycled capital from dispositions at meaningfully lower yields than our new investments, creating an attractive spread on capital redeployment. With a strong balance sheet and significant available investment capacity, we believe FrontView is well positioned to capitalize on any opportunistic market dislocations ahead, driving long-term per-share growth.”

Third Quarter Capital Deployment:

•Acquired 16 properties for a purchase price of $50.6 million with a cash yield of 7.6%.

•Sold 5 occupied properties for an aggregate $17.1 million with a cash yield of 6.6%.

Year-To-Date Capital Deployment:

•Acquired 43 properties for a purchase price of $142.6 million with a cash yield of 7.5%.

•Sold 20 properties for an aggregate $49.7 million, including 16 occupied properties with a cash yield of 6.9%.

Capital Markets Activity:

•During the third quarter, we sold 9,373 shares of common stock on a forward basis under the Company’s at-the-market equity offering program at a weighted average gross price of $21.01 per share, generating gross proceeds of approximately $0.2 million. We issued and settled 1,699,165 shares of common stock that were sold on a forward basis under the Company's at-the-market equity offering program for net proceeds of $32.7 million.

•Additionally, we issued an aggregate of $20.0 million in Series A Convertible Preferred Stock, bringing total drawn on the $75.0 million of capacity to $45.0 million, which we anticipate will be drawn on November 10th, 2026. Of the initial $25.0 million Series A Convertible Preferred Stock issued, one investor converted $6.7 million into 392,158 common shares during the quarter.

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 June 30, 2026, FrontView owned a diversified portfolio of 316 direct frontage properties across 35 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 ability to draw on the Series A Convertible Preferred Stock commitment, 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

2

Filing Exhibits & Attachments

2 documents

Press Releases

• EX-99.1 EX-99.1 22.8 KB

Other Documents

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