The filing shows continued portfolio growth with a 100bps spread between acquisition and disposition yields, but no earnings or FFO data was provided. Monitor the Q3 10-Q for actual financial results and the November 10, 2026 draw of the remaining $30.0M preferred capacity.
Price Chart
Executive Summary
FrontView REIT issued a press release summarizing Q3 2026 investment and capital markets activity. The company acquired 16 properties for $50.6 million at a 7.6% cash yield and sold 5 properties for $17.1 million at a 6.6% yield, while also issuing $20.0 million in Series A Convertible Preferred Stock and settling 1.7 million shares via its ATM program for $32.7 million in net proceeds. The filing is a routine operational update with no earnings or guidance data, making it neutral in impact.
Key Facts
- Acquired 16 properties in Q3 for $50.6 million at a 7.6% cash yield
- Sold 5 occupied properties in Q3 for $17.1 million at a 6.6% cash yield
- Year-to-date acquired 43 properties for $142.6 million at a 7.5% cash yield
- Year-to-date sold 20 properties for $49.7 million (16 occupied at 6.9% yield)
- Issued and settled 1,699,165 shares via ATM for net proceeds of $32.7 million
- Issued $20.0 million in Series A Convertible Preferred Stock; total drawn now $45.0 million of $75.0 million capacity
- One investor converted $6.7 million of preferred into 392,158 common shares during Q3
Financial Impact
Q3 net deployment of $33.5 million ($50.6M acquisitions less $17.1M dispositions); ATM and preferred issuance raised ~$52.7 million in gross proceeds
Risk Factors
- Forward ATM sales and preferred conversions create ongoing dilution for common shareholders
- Acquisition pipeline execution depends on market conditions and interest rate environment
- No quarterly financial results were disclosed — earnings quality remains unknown
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-409816 |
| Document: fvr-ex99_1.htm | 0001193125-26-409816 |
| Document: 0001193125-26-409816-index-headers.html | 0001193125-26-409816 |
| Document: 0001193125-26-409816-index.html | 0001193125-26-409816 |
| Document: 0001193125-26-409816.txt | 0001193125-26-409816 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | 8-K | $17.40 | awaiting T+60 | — | $17.71 (+1.78%) |
Oct 16, 2026 10d ago | SC 13D/A | $16.76 | awaiting T+60 | — | $17.71 (+5.67%) |
Oct 1, 2026 25d ago | 8-K | $16.35 | awaiting T+60 | — | $17.71 (+8.32%) |
Sep 30, 2026 26d ago | 8-K | $16.35 | awaiting T+60 | — | $17.71 (+8.32%) |
Sep 14, 2026 6w ago | 8-K | $18.24 | awaiting T+60 | — | $17.71 (−2.91%) |
Aug 6, 2026 11w ago | 8-K | $19.54 | awaiting T+60 | — | $17.71 (−9.37%) |
Jul 1, 2026 16w ago | 8-K | $20.49 $18.22 | ▼ −11.08% | ▼ −14.04% | $17.71 (−13.57%) |
Jun 19, 2026 18w ago | Institutional Cluster | $19.71 $18.21 | ▼ −7.61% | ▼ −9.36% | $17.71 (−10.15%) |
Jun 11, 2026 19w ago | Institutional Cluster | $19.57 $19.08 | ▼ −2.50% | ▼ −6.90% | $17.71 (−9.50%) |
Jun 1, 2026 21w ago | 3 | $18.25 $19.63 | ▲ +7.56% | ▲ +6.44% | $17.71 (−2.96%) |
US Market Status
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