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Analyses on Sarfati (4)
- March 25, 2026March 25, 2026
- Follow-up
Tsarfati: What the Office and Commercial Layer Is Really Worth
Tsarfati’s office and commercial layer is not one clean value bucket. It is a mix of monetization that has already happened, open inventory still looking for buyers, and planning upside that management itself still cannot quantify.
- Follow-up
Tsarfati: Ramat Gan, Shprintzak, and the Real Cost of Expanding the Land Bank
Tsarfati's Ramat Gan win and deeper position in Shprintzak expand the development horizon, but they also lock in capital, financing, and management attention before the existing portfolio has proved that it can release enough capital.
- Follow-up
Tsarfati: How Profit Gets Trapped in Contract Assets, Inventory, and Land
Tsarfati's year-end 2025 issue is not a shortage of reported profit, but profit running ahead of collection while capital leaves construction and gets trapped again in contract assets, finished inventory, and land.
Tsarfati 2025: Sales Held, but Cash Moved Into Land and Funding
Tsarfati enters 2026 with more time after reopening the bond market, but the real test is now whether accounting profit, finished inventory, and newly acquired land rights can turn into cash.
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