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Analyses on Discount INV. (5)
- May 14, 2026May 14, 2026
- Follow-up
Discount Investments and 10 Bryant: Better leasing, value still leans on the future
The Baker & McKenzie extension improves 10 Bryant's quality, but it still does not convert the valuation into accessible cash for Discount Investments. The appraisal relies mainly on future NOI and terminal value, so the proof point shifts to 1W39 leasing and the ability to sell…
Discount Investments in the first quarter: Better leases still do not solve the cash-access test
Discount Investments is no longer a balance-sheet survival story, but the first quarter shows it is still a cash-access story: the core assets are working, yet the parent must turn value down the chain into actual 2026 sources.
- February 19, 2026February 19, 2026
- Follow-up
Discount Investments: the upstream cash chain from Gav-Yam to DIC and what gets lost on the way
The upstream cash chain from Gav-Yam to DIC loses more than half the shekel before debt and board decisions even enter the picture: DIC owns 70.48% of Properties & Building, which owns 64.02% of Gav-Yam, so on pure ownership economics DIC sees only about 45 cents of every shekel…
- Follow-up
Discount Investments: how much of 10 Bryant's value is actually left after Amazon, capex, and sale frictions
10 Bryant's fair value already includes a meaningful part of the economic cost of repositioning the tower, so it is not a gross number waiting for free subtraction. After the asset debt and liabilities, the net value left at year-end 2025 is much smaller, and on a look-through b…
Discount Investments: leverage is lower, but turning paper value into cash is still the bottleneck
DIC has largely moved past balance-sheet survival, but it has not yet moved past the value-access test: parent debt is much lower, yet parent cash is still thin relative to 2026 and 2027 maturities and the company remains dependent on dividends, refinancing, and monetization thr…
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