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Canadian Real Estate Data Update 3/27/26
Previous Trade Ideas remain attractive
Mar 30
•
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
•
Koneko Research
4
Canadian Real Estate 3/20/26 And Everything Else
Updates on all trade ideas
Mar 23
•
Koneko Research
6
Canadian Real Estate 3/13/26
Canadian Real Estate has begun 2026 with a +2.6% total return (XRE a/o 3/13).
Mar 16
•
Koneko Research
6
GO Residential REIT: Questionable Valuation And A CEO Facing Fraud Allegations
Two topics that should be of interest to investors studying GO Residential REIT (TSX:GO.U):
Mar 2
•
Koneko Research
9
5
February 2026
Canadian Real Estate 2/20/26
Valuation Update and Quick Takes
Feb 23
•
Koneko Research
7
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
6
5
Star Holdings: Sea Hear Meow
Quiet Progress Towards Liquidation
Feb 4
•
Koneko Research
8
13
January 2026
Tickle Me Elme
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
11
Canadian Real Estate Earnings Preview
And Trade Ideas Update
Jan 26
•
Koneko Research
10
8
Canadian Real Estate Year-End 2025
and Updates On All Trade Ideas
Jan 6
•
Koneko Research
13
7
December 2025
Brandywine Realty: High Cost Debt, Index Deletion, And Dividend Cut
A Path Back To $10
Dec 31, 2025
•
Koneko Research
6
5
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