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Canadian Real Estate 07/18/25 Data

Canadian Real Estate 07/18/25 Data

Valuations going into 2Q25 earnings reports

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Koneko Research
Jul 21, 2025
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Koneko Research
Koneko Research
Canadian Real Estate 07/18/25 Data
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Summer mood

REITs are slightly higher this month (XRE +1.5% since 6/30). In addition to normal company updates, I will be watching these issues:

  • Themes (Immigration/Population policy, Tariffs, HBC)

  • H&R: Strategic review

  • Artis: Cominar sale or recapitalization

  • Morguard REIT: Liquidity and 2026 debenture maturity

  • Dream Residential: Strategic review

Valuation tables follow…

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