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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
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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
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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
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4
1
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Canadian Real Estate 10/10/25
Preparing ideas in the event of a market correction
Oct 14
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September 2025
Canadian Real Estate 09/05/25
Valuation Update
Sep 8
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Koneko Research
August 2025
Canadian Real Estate Update After 2Q25 Results
Return to Office REITs
Aug 22
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Canadian Real Estate 08/01/25 Update
2Q reports and recent news
Aug 5
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July 2025
Canadian Real Estate 07/18/25 Data
Valuations going into 2Q25 earnings reports
Jul 21
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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
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H&R REIT: Offers Received, Special Committee Appointed, Advisors Engaged
I estimate a transaction value of $16.54 per unit
Jul 9
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Koneko Research
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June 2025
Morguard Corporation: Deeply undervalued, but complex, with minimal growth, yield, and value-creation
... But It Might Work For Us ...
Jun 9
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May 2025
Canadian REIT Valuations 5/16/25
Tariffs, Hudson's Bay, Immigration, Valuation Tables, 1Q25 Results and Commentary
May 23
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Koneko Research
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