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Rithm Property Trust: Massive Value Transfer To External Manager Through Heavily Dilutive Financing
Rithm Pooperty (RPT) shares are -18% since announcing a heavily dilutive $300mm equity offering and -62% since announcing in 2024 that Rithm Capital…
Jul 15
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Koneko Research
10
1
1
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
12
Canadian Real Estate 06/30/26
Valuation Update And Preview Of A New US REIT Idea
Jul 2
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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
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Koneko Research
7
1
Canadian Real Estate 06/12/26
Valuation Update And Quick Takes
Jun 15
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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
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Koneko Research
6
May 2026
Canadian Real Estate 05/22/26
A new trade idea and thoughts after 1Q results
May 27
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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
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Koneko Research
10
April 2026
Canadian Real Estate 04/24/26
M&A Perspectives and Some Trade Ideas Updates
Apr 27
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Koneko Research
5
2
Dream Unlimited Western Canada Land Deep Dive
Sewage Population Zoning and Valuation
Apr 17
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Koneko Research
11
March 2026
Canadian Real Estate Data Update 3/27/26
Previous Trade Ideas remain attractive
Mar 30
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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
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Koneko Research
4
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