Archive - Koneko Research

Canadian Real Estate 11/21/25

Perspectives After 3Q25 Results

Nov 28 • Koneko Research

Canadian Real Estate 11/14/25

Data is updated for completion of 3Q25 results, commentary on each subsector will hopefully follow by Friday.

Nov 17 • Koneko Research

H&R REIT: Special Committee Disbanded, What Now?

H&R (TSX:HR.UN) is still +13% ytd (to 11/14/25) despite Friday’s crash in the unit price and investor confidence following 3Q25 earnings and news that…

Nov 17 • Koneko Research

Artis REIT Merger: Is There Any Substance To Support The Manji Mumbo Jumbo?

The rationale provided by Artis (AX.UN) for its RFA merger has been buzzy adjectives (compelling compounding disciplined diversified durable organic…

Nov 13 • Koneko Research

Canadian Real Estate 11/7/25

Headlines led to some sector volatility in recent weeks and opportunities to execute the trade ideas mentioned in my prior article.

Nov 10 • Koneko Research

October 2025

S&P Sector Returns In the 2000-2002 Bear Market

Consumer Staples was the only winner (+37%). Cyclical value sectors and emerging markets outperformed over a broader 1999-2003 time frame.

Oct 27 • Koneko Research

Canadian Real Estate 10/10/25

Preparing ideas in the event of a market correction

Oct 14 • Koneko Research

September 2025

Canadian Real Estate 09/05/25

Valuation Update

Sep 8 • Koneko Research

August 2025

Canadian Real Estate Update After 2Q25 Results

Return to Office REITs

Aug 22 • Koneko Research

Canadian Real Estate 08/01/25 Update

2Q reports and recent news

Aug 5 • Koneko Research

July 2025

Canadian Real Estate 07/18/25 Data

Valuations going into 2Q25 earnings reports

Jul 21 • Koneko Research

Canadian Real Estate 1H25 Review

Canadian REITs were a safe haven in the first half of 2025 with a total return of +8.2% after a decline of only -6.7% when US tariff fears peaked in…

Jul 15 • Koneko Research

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