Koneko Research
Subscribe
Sign in
Home
Notes
Chat
Archive
About
Latest
Top
Discussions
Canadian REIT Valuations - January 2025 Update
5-Year Performance Insights Into REIT Quality
Jan 23
•
Koneko Research
1
Share this post
Koneko Research
Canadian REIT Valuations - January 2025 Update
Copy link
Facebook
Email
Notes
More
Canadian REIT Valuations and Opportunities - 2024 Year-End Update
Looking At The #1 Reason For Optimism About REIT Returns in 2025
Jan 6
•
Koneko Research
2
Share this post
Koneko Research
Canadian REIT Valuations and Opportunities - 2024 Year-End Update
Copy link
Facebook
Email
Notes
More
The Cat Club Will Soon Be Members Only
Most future Koneko Research content will be available exclusively or for an exclusive period to paid subscribers:
Jan 3
•
Koneko Research
9
Share this post
Koneko Research
The Cat Club Will Soon Be Members Only
Copy link
Facebook
Email
Notes
More
December 2024
Quick Updates on Past Ideas
Topics:
Dec 23, 2024
•
Koneko Research
10
Share this post
Koneko Research
Quick Updates on Past Ideas
Copy link
Facebook
Email
Notes
More
1
Dream Impact Trust: Watch Out For That Puck!
Dream Impact Trust (MPCT.UN or Impact) has attracted renewed attention on a “skate to where the puck is going thesis”.
Dec 16, 2024
•
Koneko Research
14
Share this post
Koneko Research
Dream Impact Trust: Watch Out For That Puck!
Copy link
Facebook
Email
Notes
More
2
Canadian Solar: 87% NAV Discount, But Is There Any Upside?
Canadian Solar (CSIQ) is an industry leading solar energy company trading at an 87% discount to its transparent sum-of-the parts valuation.
Dec 11, 2024
•
Koneko Research
7
Share this post
Koneko Research
Canadian Solar: 87% NAV Discount, But Is There Any Upside?
Copy link
Facebook
Email
Notes
More
4
Canadian REIT Valuations And 2024 Opportunities - December Update
Canadian REITs have delivered a +1.8% ytd total return (XRE to 12/6/24) and offer reasons for optimism:
Dec 9, 2024
•
Koneko Research
14
Share this post
Koneko Research
Canadian REIT Valuations And 2024 Opportunities - December Update
Copy link
Facebook
Email
Notes
More
9
November 2024
Dream Office Bay Street Collection Property Visits
I recently toured Dream Office’s heritage Bay Street Collection properties with Dawoon Chung (VP, Strategic Finance and Asset Management) and the Dream…
Nov 5, 2024
•
Koneko Research
10
Share this post
Koneko Research
Dream Office Bay Street Collection Property Visits
Copy link
Facebook
Email
Notes
More
October 2024
Star Holdings: Sugarman, Won't You Hurry?
Star Holdings (STHO) was formed in 2023 to manage the liquidation of the assets of iStar mortgage REIT following the spinoff of its successful ground…
Oct 28, 2024
13
Share this post
Koneko Research
Star Holdings: Sugarman, Won't You Hurry?
Copy link
Facebook
Email
Notes
More
2
Canadian REIT Valuations And 2024 Opportunities - October Update
Canadian REITs have delivered a +9.8% ytd total return (XRE to 10/15/24) and offer reasons for cautious optimism:
Oct 16, 2024
•
Koneko Research
15
Share this post
Koneko Research
Canadian REIT Valuations And 2024 Opportunities - October Update
Copy link
Facebook
Email
Notes
More
1
September 2024
Melcor Developments: Is It Worth Investing In This Alberta Land Business That May Always Be Undervalued?
Melcor Developments (MRD) is a family-controlled real estate business based in Northern Alberta that has been managed for long-term value creation.
Sep 16, 2024
•
Koneko Research
17
Share this post
Koneko Research
Melcor Developments: Is It Worth Investing In This Alberta Land Business That May Always Be Undervalued?
Copy link
Facebook
Email
Notes
More
12
July 2024
Canadian REIT Valuations And 2024 Opportunities - July Update
Canadian REITs have delivered a -6.4% ytd total return (XRE to 7/5/24) but offer reasons for optimism over the balance of the year:
Jul 19, 2024
•
Koneko Research
23
Share this post
Koneko Research
Canadian REIT Valuations And 2024 Opportunities - July Update
Copy link
Facebook
Email
Notes
More
8
Share
Copy link
Facebook
Email
Notes
More