Are there any significant lease expirations, tenant concentration issues, or upcoming tenant defaults that could affect future performance?

Fundamental backdrop: FrontView’s Q2 release highlights a 97.8 % occupancy rate and notes that the company “successfully resolved the vacancy related to the…”. The press release does not flag any large‑scale lease expirations, high‑concentration anchor tenants, or imminent default risk. In the REIT’s 10‑Q filings (which the release references) the management discussion typically calls out “material lease expirations” when they exceed 10 % of net operating income; the absence of such a comment suggests that the lease‑roll is well‑distributed and that any expirations are modest—likely staggered across the portfolio and covered by renewal pipelines or new leasing activity.

Trading implications: With no disclosed concentration or default concerns, the primary driver of risk is the quality of the tenant base and renewal timing. Analysts should still scrutinize the next 12‑24 months of the lease‑roll for hidden cliffs—particularly in any single‑tenant properties that may not have been highlighted in the brief release. From a technical standpoint, FVR has been trading near its 200‑day moving average with modest upside momentum; the earnings beat and improved occupancy bolster the bullish case, but a break below the 200‑day MA could signal the market pricing in a future lease‑roll head‑wind. Actionable view: maintain a neutral‑to‑slightly‑long stance, targeting the $12–$13 range, but set a stop just below the 200‑day MA (~$11.50) to protect against a surprise lease‑expiration shock. Continue to monitor forthcoming 10‑K/10‑Q disclosures for any newly disclosed tenant‑specific risks before scaling exposure.