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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
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February 2026
Canadian Real Estate 2/20/26
Valuation Update and Quick Takes
Feb 23
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Koneko Research
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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
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Koneko Research
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Star Holdings: Sea Hear Meow
Quiet Progress Towards Liquidation
Feb 4
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Koneko Research
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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
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Canadian Real Estate Earnings Preview
And Trade Ideas Update
Jan 26
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Canadian Real Estate Year-End 2025
and Updates On All Trade Ideas
Jan 6
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December 2025
Brandywine Realty: High Cost Debt, Index Deletion, And Dividend Cut
A Path Back To $10
Dec 31, 2025
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Koneko Research
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Canadian Real Estate and Other Year-End Ideas
Canadian REITs significantly lagged the market in recent months.
Dec 17, 2025
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November 2025
Canadian Real Estate 11/21/25
Perspectives After 3Q25 Results
Nov 28, 2025
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Koneko Research
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Canadian Real Estate 11/14/25
Data is updated for completion of 3Q25 results, commentary on each subsector will hopefully follow by Friday.
Nov 17, 2025
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H&R REIT: Special Committee Disbanded, What Now?
H&R (TSX:HR.UN) is still +13% ytd (to 11/14/25) despite Friday’s crash in the unit price and investor confidence following 3Q25 earnings and news that…
Nov 17, 2025
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