Added to YB: 2026-05-08
Pitch date: 2026-05-01
ARCPF.AS [neutral]
Arcona Property Fund N.V.
+2.15%
current return
Author Info
No bio for this author
Company Info
Arcona Property Fund N.V. 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
N/A
Pitch Price
EUR 6.50
Price Target
9.66 (+45%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Diversified REITs
Category
special_situation
Theodosian Capital | Stocks Update 1/5/2026 - ARCPF – FY results
ARCPF.AS (update): FY25 net loss €4.4M on Romanian office valuation hit after tenant vacated. Triple NAV €9.66 (-10% YoY), 44% above €6.70 share price. Monetization strategy: 16 properties (from 19), Prague converting offices to 16 apts (pre-lease talks, early 2027). LTV stable 33% post-deleveraging. Share count at 4yr low via buybacks. SPDI distribution pending since Sept.
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