Arazim

Income-producing real estate in uk.

Sector: Investment-Properties AbroadMarket cap:
All analyses

Analyses on Arazim (1)

Arazim 2025: Rent Is Stable, but 2027 Is Still Open

Arazim ended 2025 with a fully let portfolio and stable rent generation, but the real question is still financial rather than operational: 2026 looks manageable, while 2027 still requires refinancing, asset sales, or a material improvement in market conditions.

March 19, 2026
Follow-up dives

Follow-up dives on Arazim (2)

Follow-up

Arazim: What Is Capella Really Worth As The Lease Cliff Moves Into 2027

At year-end 2025 Capella is worth less on today's 100% occupancy and more on one question: how much of the current rent survives or is replaced after June 13, 2027, and at what yield.

March 19, 2026
Follow-up

Arazim: Who Really Gets The Cash Between Series 2 And Series 4

The January-February 2026 financing thread shows that cash at Arazim does not move freely between the series: rental receipts are first earmarked for Series 4, Series 2 benefits only through a linked interest top-up, and the update does not change the concentration of risk in Ap…

February 1, 2026