Daniel Ginn's questions to FrontView REIT Inc (FVR) leadership • Q2 2025
Question
Daniel Ginn asked for context on the new mortgage loan receivables on the balance sheet and the rationale for expanding the top tenant disclosure list from 40 to 60 tenants.
Answer
CEO Steve Preston clarified that the loans were a non-core activity on two sold assets to achieve an attractive yield. CFO Pierre Revolt explained that expanding the tenant list to 60 was a move to increase transparency and showcase the high quality of the broader tenant roster, which he believes is helpful given the company's cost of capital.