FrontView REIT (NYSE:FVR) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Company ParticipantsAnthony Paolone - Executive DirectorDan Phan - Managing Director and Co-Head of Closed Loop Private EquityJohn Kilichowski - Executive Director Equity ResearchMatthew Erdner - Director, Equity ResearchPierre Revol - CFORonald Kamdem - Managing Director and Head of US REITs and CRE ResearchStephen Preston - Chairman and CEOConference Call ParticipantsDaniel Guglielmo - Consumer Equity Research AnalystOperatorGoo ...

Sun Communities (NYSE:SUI) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Company ParticipantsAaron Weiss - EVP of Corporate Strategy and Business DevelopmentBrad Heffern - DirectorCharles Young - CEOEric Wolfe - DirectorFernando Castro-Caratini - CFOJamie Feldman - Managing Director and Head of REIT ResearchJana Galan - DirectorJohn Kim - Managing Director, US Real EstateJohn McLaren - PresidentSteve Sakwa - Senior Managing DirectorConference Call ParticipantsDavid Siegel - AnalystJason Wayne - Vice P ...

FrontView REIT (NYSE:FVR) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Speaker6Good day, ladies and gentlemen, and welcome to the FrontView REIT Inc. Q4 2025 Earnings Conference Call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on Wednesday, 25th of February, 2026. I will now like to turn ...

Investor Presentation Quarter ended December 31, 2025 FrontView is an internally -managed net -lease REIT that acquires, owns and manages primarily properties with frontage that are net leased to a diversified group of tenants. FrontView is differentiated by an investment approach focused on properties that are in prominent locations with frontage on high -traffic roads that are highly visible to consumers. investor.frontviewreit.com 7 -Brew 3264 Gerona Dr E, Jacksonville Florida $2.1 million PURCHASE PRICE ...

Disclosures Q4 | 2025 Forward Looking Statements Certain statements contained herein, other than historical fact, may be considered "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, and are intended to be covered by the safe harbor provided by the same. These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties. N ...

Postal Realty Trust (NYSE:PSTL) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAndrew Spodek - CEOJeremy Garber - PresidentJordon Cooperstein - Senior VP and Corporate Counsel Securities and Capital MarketsSteve Bakke - EVP and CFOConference Call ParticipantsAnthony Paolone - Senior AnalystJohn Hecht - AnalystJohn Kim - AnalystOperatorGreetings, welcome to Postal Realty Trust Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode. A question and ...

Postal Realty Trust (NYSE:PSTL) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAndrew Spodek - CEOJeremy Garber - PresidentJordon Cooperstein - Senior VP and Corporate Counsel Securities and Capital MarketsSteve Bakke - EVP and CFOConference Call ParticipantsAnthony Paolone - Senior AnalystJohn Hecht - AnalystJohn Kim - AnalystOperatorGreetings, welcome to Postal Realty Trust Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode. A question and ...

Postal Realty Trust (NYSE:PSTL) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Speaker7Greetings, welcome to Postal Realty Trust Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. Now, let's turn the conference over to your host, Mr. Jie Chai, Senior Vice President of Finance and Capital Markets. Welcome, Jie Chai.Speaker3Thank you, and good morn ...

Core Insights - Realty Income Corporation (O) reported fourth-quarter 2025 adjusted funds from operations (AFFO) per share of $1.08, meeting the Zacks Consensus Estimate and showing an increase from $1.05 in the prior-year quarter [1][7] - The company achieved total revenues of $1.49 billion, exceeding the Zacks Consensus Estimate of $1.46 billion, with an 11% year-over-year growth [2][7] - Realty Income's portfolio occupancy rate was 98.9% as of December 31, 2025, reflecting a 20 basis points increase both sequentially and year-over-year [3][7] Financial Performance - The same-store rental revenues for the fourth quarter reached $1.15 billion from 14,345 properties, marking a 1.1% increase from the prior-year period [3] - The company reported a full-year AFFO per share of $4.28, surpassing the Zacks Consensus Estimate of $4.27 and up from $4.19 a year ago [2] - Interest expenses rose by 7.5% year-over-year to $288.2 million in the reported quarter [3] Acquisitions and Sales - In the fourth quarter, Realty Income acquired 114 properties for a total of $1.42 billion and invested $165.1 million in 49 properties under development [4] - The company sold 157 properties during the quarter, generating net sales proceeds of $319.8 million and a gain of $67.4 million on the sale of real estate [4] Balance Sheet and Liquidity - Realty Income ended the fourth quarter with $4.12 billion in liquidity, which included cash and cash equivalents of $419.4 million and $3.51 billion available under its revolving credit facility [5] - The net debt to annualized pro-forma adjusted EBITDAre ratio was reported at 5.4X [5] 2026 Guidance - Management expects 2026 AFFO per share to be in the range of $4.38-$4.42, while the Zacks Consensus Estimate is at $4.43 [6] - The company anticipates same-store rent growth of 1-1.3% and an occupancy rate of around 98.5% for the full year [6] - Realty Income projects a full-year investment volume of approximately $8 billion [6]

On February 17, 2026, Masterton Capital Management, LP disclosed a sale of 72,100 shares of Federal Realty Investment Trust (NYSE:FRT), an estimated $7.10 million trade based on quarterly average pricing. What Happened According to a February 17, 2026, SEC filing, Masterton Capital Management, LP reduced its position in Federal Realty Investment Trust by 72,100 shares during the fourth quarter of 2025. The estimated value of shares sold was approximately $7.10 million, calculated using the average closin ...