FrontView REIT, Inc. — Form 8-K

As of September 14, 2026, FrontView REIT acquired 36 properties for $119.3M (cash cap rate 7.40%) and disposed of 19 properties for $46.8M gross proceeds (cap rate 6.83%) in the first nine months of 2026. The company has raised its full-year acquisition guidance to $120M (from an initial undisclosed baseline) and is emphasizing capital recycling—selling lower-quality assets at sub-6.50% cap rates to fund acquisitions at 7.4% cap rates, creating a 70 bps spread. YTD net deployment was $72.4M across 17 net properties, with portfolio ABR growing to $66.9M as of June 30, 2026 (+$4.6M from Q4 2024). Annualized adjusted EBITDAre stands at $59.9M; net debt/EBITDAre improved to 4.0x (adjusted), with liquidity of $208.2M. No major counterparty names disclosed; Giant Eagle (a tenant) entered acquisition agreement with Kroger.