
Analyses on Gilad MAY (4)
- March 18, 2026March 18, 2026
- Follow-up
Gilad Mai: Sales Quality, Related-Party Purchases, And Who Funds The 20/80
Gilad Mai's 2025 sales quality was less clean than the contract headline suggested: in Netivot most of the signed book relied on 80/20 and 85/15 terms with waived indexation, in Netanya most deals relied on 20/80 and part of the book also came from related-party purchases, while…

- Follow-up
Gilad Mai: What Really Remains In Netanya After Selling 25%
After selling 25% in Netanya, Gilad Mai was left with 75% of a large project that still included most of the apartment inventory and all of the retail area, but also with thinner economics, marketing control shifted to the partner, and no recognized project revenue through the e…

- Follow-up
Gilad Mai: How Much Financing Headroom Will Really Remain After Modiin
Modiin still looks like Gilad Mai’s only visible near-term cash bridge, but once the remaining expected surplus is set against the remaining Series B burden and the parallel funding stack around Tzfat, Tiberias, and Nof Hagalil, the company does not emerge with wide financing he…

Gilad Mai: The Pipeline Got Bigger, But 2025 Still Did Not Prove The Business Is Stronger
Gilad Mai’s 2025 looks strong in the headline, but in substance it shows a company that expanded the pipeline and funded the next stage faster than it strengthened its earnings and equity base: revenue jumped mainly because of the sale of 25% of Netanya and execution work billed…






























































