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Slate Grocery: Sold
Breaking: Slate Grocery REIT Enters into Definitive Agreement to be Acquired by Brixmor and Everview Partners in a US$2.3 Billion Transaction for…
Sep 28
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Koneko Research
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Canadian Real Estate 09/22/26
Valuation & Trade Ideas Update
Sep 23
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Koneko Research
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Office REITs Are Incredibly Bullish About Midtown Manhattan
But They Have Been Terrible Investments
Sep 21
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Koneko Research
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H&R REIT: What’s The Real Track Record of GO Partners?
Investors who purchased $104mm of Class A shares in GO Partners acquisition of 685 First Avenue now hold Go Residential REIT units worth only $39mm, a…
Sep 8
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Koneko Research
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Back To Regular Programming ...
Canadian Real Estate & Trade Ideas
Sep 2
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Koneko Research
11
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August 2026
H&R REIT: Step Down
The “Project Hockey Rink” merger between H&R REIT (TSX:HR.UN) and GO Residential (TSX:GO.U) is melting in the sunlight.
Aug 24
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10
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H&R REIT: I Don't Wanna GO
Concerns About Valuation, Fraud, And Insider Enrichment
Aug 17
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26
8
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Canadian Real Estate 08/07/26
Comments on Canadian and US Trade Ideas
Aug 11
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Koneko Research
11
3
July 2026
Office Properties Income Trust: Leveraged To Office Recovery After Bankruptcy Reorganization
Office Properties Income Trust (OPI) emerged from bankruptcy last month with its equity controlled by savvy credit and special situation investors.
Jul 31
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Koneko Research
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Canadian Real Estate 07/24/26
Valuation Update And Preview Of A Second New US RE Idea
Jul 28
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Koneko Research
8
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Rithm Property Trust: Massive Value Transfer To External Manager Through Heavily Dilutive Financing
UPDATE (7/21) Rithm Property cancelled this proposed offering (LINK)
Jul 15
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Koneko Research
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Redwood Trust: Mortgage Banking Platform Depressed by Index Deletion
Ejection from the S&P600 Small Cap index effective July 8 has created an opportunity to buy Redwood Trust (RWT) at a deeply discounted valuation when…
Jul 7
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Koneko Research
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