FrontView REIT, Inc. Q4 2025 Earnings Call Summary

Management emphasizes a 'real estate-first' philosophy, focusing on fungible, high-traffic frontage assets in top 100 MSAs to ensure rapid re-tenanting and value preservation. Performance was bolstered by proactive asset management, such as re-leasing a bankrupt Tricolor dealership to Avis, resulting in a 24% increase in asset value. The company successfully executed a significant portfolio pruning in 2025, disposing of $78 million in less optimal assets to improve overall credit quality and concentra ...