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Canadian REIT Valuations - Quick February 2025 Update Mid Earnings
Nervous and volatile markets create more risk and more opportunities so I want to share a quick look at the latest valuations, ytd returns, and insider…
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Koneko Research
2
H&R REIT New York Properties
A detailed look at the history, value and, potential of 4 properties with a $1.9Bn carrying value
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Koneko Research
Canadian REIT Valuations - Quick February 2025 Update Before Earnings
Nervous and volatile markets create more risk and more opportunities so I want to share a quick look at the latest valuations, ytd returns, and insider…
 • 
Koneko Research

January 2025

December 2024

Quick Updates on Past Ideas
Topics:
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Koneko Research
2
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”.
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Koneko Research
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.
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Koneko Research
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:
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Koneko Research
9

November 2024

October 2024

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