Archive - Koneko Research

Canadian Real Estate 08/01/25 Update

2Q reports and recent news

Aug 5 •

Koneko Research

July 2025

June 2025

Morguard Corporation: Deeply undervalued, but complex, with minimal growth, yield, and value-creation

... But It Might Work For Us ...

Jun 9 •

Koneko Research

May 2025

Canadian REIT Valuations 5/16/25

Tariffs, Hudson's Bay, Immigration, Valuation Tables, 1Q25 Results and Commentary

May 23 •

Koneko Research

Canadian REIT Valuations May 9, 2025

Quick Update During 1Q25 Earnings Season

May 12 •

Koneko Research

April 2025

March 2025

Canadian REIT Valuations - March 2025

Macro Risk, Insider Activity, Corporate Opportunities

Mar 20 •

Koneko Research

February 2025

Canadian REIT Valuations - Quick February 2025 Update Mid Earnings

Nervous and volatile markets create more risk and more opportunities so I want to share a quick look at the latest valuations, ytd returns, and insider…

Feb 24 •

Koneko Research

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