Stock chart
Analyses on ARI Real Estate (7)
- May 14, 2026May 14, 2026
- Follow-up
Follow-up on Ari Real Estate: in Eilat the terminal is complete, but the cash test is only starting
Eilat has moved from execution into cash-proof mode, but the evidence still points to a project that needs long-term financing and an actual sale before it can be treated as a balance-sheet relief source.
Ari Real Estate in Q1 2026: NOI is starting to move, but funding still runs ahead
Q1 confirms that Ari Real Estate is beginning to lift NOI and AFFO, but it does not yet show that growth is funding itself. The all-in cash picture, negative working capital and short-term debt keep financing as the central 2026 test.
- March 18, 2026March 18, 2026
- Follow-up
Star Eilat: Does The Completed Terminal Change The Project Economics Or Only Buy More Time
Completing the Eilat terminal is real progress because it activates a possible monetization path and improves Ari’s position on financing, but it still does not make Star Eilat a clean value source. The core project economics remain tied to the adjoining mall, which still needs…
- Follow-up
My Mall Limassol: How Much Of 2025 Came From NOI And How Much Still Sits Above Ari's Cash Layer
My Mall is a real support to Ari's thesis through genuine NOI, high occupancy and refinancing progress, but the bulk of its 2025 contribution came from a valuation layer much larger than NOI, while only part of that value already sits close to Ari's shareholder layer.
- Follow-up
Ari's Ashdod Asset: How Much Of The New Value Is Already In NOI And How Much Still Depends On Planning
Ashdod shows why Ari cannot be read through one headline value number. Out of ILS 1.266 billion of end-2025 value, there is an operating layer already moving toward representative NOI of ILS 68 million to ILS 73 million, but there is also about ILS 68.5 million of value that res…
- Follow-up
Ari Real Estate: How Wide Is The Funding Bridge To The April 2027 Series A Bond Wall
Ari's funding bridge to the April 2027 Series A bond wall exists, but it depends primarily on refinancing, project-finance conversion and timely value realization, far more than on the company's recurring cash engine.
Ari Real Estate 2025: The Portfolio Is Growing Faster Than Cash
Ari Real Estate ended 2025 with a sharp jump in value and accounting profit, but the recurring engine is still producing only around ILS 50 million of FFO and the larger growth story still depends on financing, lease-up, and monetization. That makes 2026 a bridge-and-proof year…
More companies in Investment-Properties In Israel (58)
