
Capital earns a high return when it is scarce
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 85 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||

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.
#...
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...
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.
“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:
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...
Subscribers, engagement, traffic and sponsorship for Koneko Research.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
"Advice is a dangerous gift, even from the wise to the wise, and all courses may run ill."
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.
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.
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.
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.
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.
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.