KOHAN

Kohan: How Much Of The NOI And Value Actually Reach The Issuer

In Kohan, the consolidated portfolio headline cannot be read as the issuer's economics. In 2025, NOI falls from USD 47.49 million to USD 39.61 million and property value from USD 420.66 million to USD 362.60 million in the move to company share, and above that sits a management-…

K

Follow-up

Kohan's Manhattan Note: How Much Value Can Actually Be Realized

The Manhattan note is a real value option inside Kohan's office exposure, but for now it is still the economics of collateral before realization rather than a stabilized office portfolio already producing accessible value for the company.

K

Follow-up

Kohan: The 2026 Refinancing Map After Series A

Series A replaced a meaningful slice of short and expensive bridge debt with lower-cost public debt, but the real test now is whether Kohan can refinance pledged assets inside the bond structure without quickly running into its collateral gates.

K

Kohan 2025: The Bond Bought Time, But The Story Still Turns on Refinancing and Offices

Series A bought Kohan time and made 2026 look more manageable, but the company will still be judged mainly on whether it can refinance its expensive debt layer and de-risk the office exposure, not on the fair-value headline or the accounting profit.

K