Koneko Research
Subscribe
Sign in
Home
Notes
Chat
Archive
About
Latest
Top
Discussions
Canadian Real Estate 06/30/26
Valuation Update And Preview Of A New US REIT Idea
Jul 2
•
Koneko Research
5
2
June 2026
Clarke Inc: Value Compounder Just Acquired a Distressed REIT
Canadian activist investor George Armoyan’s Clarke Inc (TSX:CKI) tripled its assets by acquisition of Ravelin Properties through a discounted debt…
Jun 26
•
Koneko Research
7
Canadian Real Estate 06/12/26
Valuation Update And Quick Takes
Jun 15
•
Koneko Research
8
1
Management Buyout With 43% Arb Return
This Pink Sheets issuer has a very low investor profile and I have seen zero commentary about the arbitrage opportunity.
Jun 2
•
Koneko Research
6
May 2026
Canadian Real Estate 05/22/26
A new trade idea and thoughts after 1Q results
May 27
•
Koneko Research
10
1
Cresud: Long-Term Value Compounder Faces Near-Term Challenge From High Fertlizer Prices
Shares of Argentine real-estate business Cresud (NASDAQ:CRESY) have recently been weak due to the anticipated impact of soaring prices for imported…
May 5
•
Koneko Research
10
April 2026
Canadian Real Estate 04/24/26
M&A Perspectives and Some Trade Ideas Updates
Apr 27
•
Koneko Research
5
2
Dream Unlimited Western Canada Land Deep Dive
Sewage Population Zoning and Valuation
Apr 17
•
Koneko Research
11
March 2026
Canadian Real Estate Data Update 3/27/26
Previous Trade Ideas remain attractive
Mar 30
•
Koneko Research
7
Brandywine Realty: Philadelphia Class A Properties, Class C Balance Sheet
A recent visit to Brandywine Realty’s (BDN) Philadelphia properties reinforces my belief in the value of the core portfolio.
Mar 27
•
Koneko Research
4
Canadian Real Estate 3/20/26 And Everything Else
Updates on all trade ideas
Mar 23
•
Koneko Research
6
Canadian Real Estate 3/13/26
Canadian Real Estate has begun 2026 with a +2.6% total return (XRE a/o 3/13).
Mar 16
•
Koneko Research
6
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
