Added to YB: 2026-06-23
Pitch date: 2026-06-19
ARCPF.AS [neutral]
Arcona Property Fund N.V.
Author Info
No bio for this author
Company Info
Arcona Property Fund N.V. is a Euronext-Amsterdam listed Central European real estate fund with invested assets of circa EUR 92 million managed by real estate specialists with a fiduciary approach.
Market Cap
EUR 25.4M
Pitch Price
N/A
Price Target
9.62 (+50%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-5.82
EV/Sales
5.66
Sector
Diversified REITs
Category
special_situation
Theodosian Capital | Stocks Update 19/6/2026 – ARCPF – SPDI update
ARCPF.AS (update): SPDI's planned Q1 2026 distribution of its Arcona stake failed due to custodian KYC rules; author already exited SPDI. Proposes Arcona repurchase SPDI's shares for cash, then distribute to ex-holders. Arcona trades €6.40 vs Q1 NAV €9.62 (33% discount) while monetizing portfolio.
Read full article (1 min)