Slide 1: NAREIT Update: Recent Events – June 2026
NAREIT Update Recent Events – June 2026 FrontView is an internally managed net-lease real estate investment trust (“REIT”) focused on acquiring, owning, and managing properties with frontage that are leased to a diversified tenant base. Our real estate-first investment strategy is centered around hi
Slide 2: Recent Updates NAREIT 2026
Q2 Transaction Update, Through May 31st, 2026 1 Increased top 100 MSA Concentration (currently stands at 77.5%), top 3 tenant exposure reduced to 7.5% Acquired four properties for $11.9 million with a cash yield of 7.5%, a weighted average lease term of 10.3 years Sold 10 properties for $22.8 millio
Slide 3: Amazon Re-Tenanting: Converting Walgreens Risk into AA Credit Value Creation
Amazon Re-Tenanting: Converting Walgreens Risk Prior Tenant into AA Credit Value Creation FrontView acquired the property in 2019 with excellent frontage and approximately six years of Walgreens lease term remaining Property Characteristics Address: 710 Fayetteville St, Durham, NC 27701 The store in
Slide 4: Dollar Tree Portfolio Upgrade
Dollar Tree Q1 2026 Sold Current Change Portfolio Upgrade # of Leases 13 5 8 (5) ABR $2.0M $0.8M $1.2M $(0.8)M % of ABR 3.1% 1.3% 1.8% (1.3)% 5-Mile Population (1) 65,545 24,032 94,537 28,992 Key Enhancements Average Daily Traffic (1) 13,427 4,192 19,876 6,449 of Dollar Trees Placer.ai Score (1, 2)
Slide 5: Sold Dollar Trees
Sold Dollar Trees In 2026, FrontView sold Dollar Trees in tertiary markets to institutional buyers Sold Dollar Trees Geographic Position Vermillion, SD Whitewater, WI WI SD Blair, NE Hastings, NE Whitewater, WI MI MSA: Omaha-Council Bluffs, NE MSA: Hastings, NE MSA: Whitewater-Elkhorn, WI NE IL 5-Mi
Slide 6: Current Dollar Trees
Current Dollar Trees Real Estate Comparable for Company’s Overall Portfolio Current Dollar Trees (8 Total) Geographic Position Collinsville, OK Auburn, ME West Columbia, SC ME Panama City, FL Kissimmee, FL Warner Robbins, GA MI MSA: Panama City, FL MSA: Orlando-Kissimmee-Sanford, FL MSA: Warner Robi
Slide 7: Forward-Looking and Cautionary Statements
Forward-Looking and Cautionary Statements About the Data This data and other information described herein are as of May 31, 2026, unless otherwise indicated. Future performance may not be consistent with past performance and is subject to change, involving inherent risks and uncertainties. This info