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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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Koneko Research
19
5
1
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
8
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
1
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
10
2
2
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
14
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
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