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Canadian Real Estate 09/05/25
Valuation Update
Sep 8
•
Koneko Research
August 2025
Canadian Real Estate Update After 2Q25 Results
Return to Office REITs
Aug 22
•
Koneko Research
10
1
Canadian Real Estate 08/01/25 Update
2Q reports and recent news
Aug 5
•
Koneko Research
6
July 2025
Canadian Real Estate 07/18/25 Data
Valuations going into 2Q25 earnings reports
Jul 21
•
Koneko Research
3
3
Canadian Real Estate 1H25 Review
Canadian REITs were a safe haven in the first half of 2025 with a total return of +8.2% after a decline of only -6.7% when US tariff fears peaked in…
Jul 15
•
Koneko Research
7
1
H&R REIT: Offers Received, Special Committee Appointed, Advisors Engaged
I estimate a transaction value of $16.54 per unit
Jul 9
•
Koneko Research
3
2
June 2025
Morguard Corporation: Deeply undervalued, but complex, with minimal growth, yield, and value-creation
... But It Might Work For Us ...
Jun 9
•
Koneko Research
9
1
May 2025
Canadian REIT Valuations 5/16/25
Tariffs, Hudson's Bay, Immigration, Valuation Tables, 1Q25 Results and Commentary
May 23
•
Koneko Research
6
Canadian REIT Valuations May 9, 2025
Quick Update During 1Q25 Earnings Season
May 12
•
Koneko Research
April 2025
Canadian REIT Valuations April 2025
Quick Update Ahead of 1Q25 Earnings
Apr 28
•
Koneko Research
Canadian Energy Strategic Reviews (Updated 5/9 for free release)
Two high Quality E&Ps Seeking to Maximize Shareholder Value
Apr 9
•
Koneko Research
4
Canadian REIT Valuations - April 2025
Checking Valuations Amid Tariff Turmoil.
Apr 7
•
Koneko Research
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