Added to YB: 2025-12-11
Pitch date: 2025-12-05
ARCPF.AS [neutral]
Arcona Property Fund N.V.
+7.37%
current return
Author Info
No bio for this author
Company Info
Arcona Property Fund is a Euronext-Amsterdam listed Central European real estate fund with invested assets of circa EUR 92 million managed by real estate specialists with a fiduciary approach.
Market Cap
EUR 26.0M
Pitch Price
EUR 6.24
Price Target
10.29 (+54%)
Dividend
N/A
EV/EBITDA
N/A
P/E
27.28
EV/Sales
5.09
Sector
Diversified REITs
Category
value
Theodosian Capital | Stocks Update 5/12/2025 - ARCPF – EGM
ARCPF.AS (update): Dutch Eastern European RE fund at €6.55 vs Q3 NAV €10.29 (36% discount). Refinancing largest loan underway w/ bank positive on 5yr extension. Marketing properties in Romania/Slovakia/Poland. 31% LTV, proceeds for deleveraging first. Technical pressure from SPDI exit creating deep value opportunity.
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