Archive - Koneko Research

Dream Unlimited: Compounding NAV and Confounding Investors

Dream Unlimited (DRM) was created in 2003 with $22mm of equity from Dundee Corporation and Michael Cooper.

Feb 17 • Koneko Research

Star Holdings: Sea Hear Meow

Quiet Progress Towards Liquidation

Feb 4 • Koneko Research

January 2026

Elme Communities (ELME) projects that sale of its remaining assets by 3Q25 will enable liquidating distributions of $2.35-$2.80/share.

Jan 30 • Koneko Research

Canadian Real Estate Earnings Preview

And Trade Ideas Update

Jan 26 • Koneko Research

Canadian Real Estate Year-End 2025

and Updates On All Trade Ideas

Jan 6 • Koneko Research

December 2025

Brandywine Realty: High Cost Debt, Index Deletion, And Dividend Cut

A Path Back To $10

Dec 31, 2025 • Koneko Research

Canadian Real Estate and Other Year-End Ideas

Canadian REITs significantly lagged the market in recent months.

Dec 17, 2025 • Koneko Research

November 2025

Canadian Real Estate 11/21/25

Perspectives After 3Q25 Results

Nov 28, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • Koneko Research

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