Koneko Research

Koneko Research

Canadian Real Estate 09/05/25

Valuation Update

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Koneko Research
Sep 08, 2025
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I’ll be away for 1-2 weeks due to a family emergency

Canadian REITs have been a safe haven in 2025 with a total return of +13.5% (XRE to 9/5). Many companies have performed well in recent weeks after solid 2Q25 results followed by a drop in Canadian and US bond yields.

At the 9/5 closing price I believe Dream Unlimited offers the best long-term opportu…

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