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    Daniel Guilhelma

    Research Analyst at Capital One Securities, Inc.

    Daniel Guglielmo is an equity research analyst at Capital One Securities, Inc., specializing in US consumer discretionary, real estate, and consumer staples sectors. He covers companies including FrontView REIT, Lineage, Krispy Kreme, PENN Entertainment, MGM Resorts International, Churchill Downs, and Caesars Entertainment, having made a total of seven stock ratings with a 50% success rate and an average return of -3.6%. Guglielmo began his career at Capital One and is currently registered with FINRA (CRD#: 7327602), holding all necessary professional securities licenses. He is recognized as part of Capital One’s team of analysts actively providing coverage for major public companies in his sectors.

    Daniel Guilhelma's questions to FrontView REIT (FVR) leadership

    Daniel Guilhelma's questions to FrontView REIT (FVR) leadership • Q2 2025

    Question

    Daniel Guilhelma asked about the share price level that would trigger a shift from capital recycling to more aggressive acquisitions and inquired about how broker relationships are being managed following a change in leadership.

    Answer

    CFO Pierre Revolt indicated the pivot to acquisitions depends on achieving an attractive spread to their cost of capital, rather than a specific stock price. CEO Steve Preston assured that the existing team, in place since the IPO, has always handled the bulk of acquisitions and continues to manage key relationships.

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