Reletter
Artwork for Koneko Research

Koneko Research

Tens of paid subscribers

Capital earns a high return when it is scarce

Platform
Substack
PricingFreemiumPublishesWeekly
Issues85Founded4 years agoLast Issue3 days ago
Active

Read this Newsletter

konekoresearch.com
Artwork for Koneko Research

Latest Issues

H&R REIT: If We Don’t Fight, We’ve Already Lost

Tom Hofstedter gets $23.02 in assets. Trustees and executives get $12.01 in cash. Public holders get $10.14 in GO+cash

I will present another article with a proforma valuation of Lantower REIT assuming the GO/CRAL deal does not proceed.

#...

3 days ago
12

Slate Grocery: Sold

Breaking: Slate Grocery REIT Enters into Definitive Agreement to be Acquired by Brixmor and Everview Partners in a US$2.3 Billion Transaction for US$13.00 per Unit in Cash (LINK)

I am pleased that I signaled an opportunity in Koneko resear...

14 days ago
14
3

Canadian Real Estate 09/22/26

Valuation & Trade Ideas Update

Canadian Real Estate has delivered a +3.7% ytd total return (XRE a/o 9/22). US REITs are +6.9%, and the CAD is -2.2% vs USD.

19 days ago
9
6
Paid

Office REITs Are Incredibly Bullish About Midtown Manhattan

“Market fundamentals are better than they’ve been in 20+ years”

- Michael Franco (Vornado President)

New York Or Nowhere

New York City office REITs presented at the BofA Securities 2026 Global Real Estate Conference last week:

  • SL G...
21 days ago
14
1

H&R REIT: What’s The Real Track Record of GO Partners?

Investors who purchased $104mm of Class A shares in GO Partners acquisition of 685 First Avenue now hold Go Residential REIT units worth only $39mm, a return of -62.1%. Maybe that explains Meyer Orbach’s recent interview comment: “our frien...

a month ago
15
7

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Koneko Research.

SubscribersEngagement73Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • Koneko Research

    "Advice is a dangerous gift, even from the wise to the wise, and all courses may run ill."

  • Frequently Asked Questions

    How can I access the email archive for Koneko Research?

    You can find recent issues that have been published by Koneko Research on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Koneko Research have?

    To see how many people subscribe to Koneko Research, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Koneko Research?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Koneko Research as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Koneko Research?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Koneko Research using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Koneko Research?

    Scroll up to where it says Related Newsletters to see other publications like Koneko Research. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Koneko Research?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.