Four Corners Property Trust Bolsters Portfolio with Strategic Acquisitions

Four Corners Property Trust continues to execute its growth strategy within the U.S. retail real estate sector. Ahead of its upcoming quarterly earnings release, the real estate investment trust (REIT) has expanded its holdings through two targeted acquisitions in Michigan and Minnesota, emphasizing properties anchored by long-term leases with established national brands.

• The purchase of a newly constructed McAlister's Deli restaurant for $2.3 million.
• The acquisition of a GreatWater 360 Auto Care service center, also for $2.3 million.
• A portfolio occupancy rate that recently stood at 99.5%.

The company's strategy centers on acquiring properties with diversified, long-term tenant commitments. The late-January transactions exemplify this approach. In Michigan, Four Corners acquired a newly built restaurant property operated by a franchisee. The Minnesota purchase involved a sale-leaseback transaction for an automotive service facility. Both properties are situated in high-traffic retail locations and are secured by triple-net leases, which require the tenant to cover taxes, insurance, and maintenance costs in addition to base rent.

Should investors sell immediately? Or is it worth buying Four Corners Property?

Reviewing an Active Investment Period

These latest deals conclude a period of significant activity for the REIT. Throughout the full 2025 fiscal year, Four Cornors Property invested approximately $318 million across 105 separate properties. The question for investors is whether this pace can be sustained. The underlying fundamentals appear robust; as of the end of the third quarter in 2025, portfolio occupancy was near 100%. The company's focus on national brands in the restaurant and service sectors provides a foundation for stable and predictable cash flow.

Upcoming Financial Disclosure

Market attention now turns to the next quarterly financial report. Four Corners Property is scheduled to release its fourth-quarter and full-year 2025 results after the market closes next Wednesday, February 11. Management will host a conference call the following day, on Thursday, to discuss the details of the current performance and provide guidance for the remainder of the 2026 fiscal year.