John Kilachowski's questions to FrontView REIT Inc (FVR) leadership • Q2 2025
Question
Sheryl, on behalf of John Kilachowski, asked why the AFFO per share guidance midpoint was maintained despite lower net investment volume and inquired about the future bad debt outlook following the resolution of several troubled properties.
Answer
CFO Pierre Revolt explained that strong performance in the first half of the year and the successful resolution of troubled assets provide confidence in the existing guidance. He added that with the major known issues resolved, future bad debt is expected to be minimal, reflecting a healthy underlying portfolio.