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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
Canadian Real Estate 3/20/26 And Everything Else
Updates on all trade ideas
Mar 23
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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
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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
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Koneko Research
9
4
February 2026
Canadian Real Estate 2/20/26
Valuation Update and Quick Takes
Feb 23
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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
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Koneko Research
6
3
Star Holdings: Sea Hear Meow
Quiet Progress Towards Liquidation
Feb 4
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Koneko Research
9
17
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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Koneko Research
11
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