HeyJaredNugget Capital Partner's Substack
Energy market research, Canadian REITs, Precious metal stocks.
- Indexed issues, last 90 days
- 9
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- Sep 14, 2026
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- Jul 3, 2026
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Getting wrong and getting Trumped (opens the original)
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As we approach the end of the year, it is always a good time to reflect. One of my favourite parts of the year is tax loss selling or buying season, which we could say has already begun in some names. Ideally I would be buying the losers rather then holding any of the losers but this year I may have one or two names that could see tax loss selling as the consumer staples space has been under siege. Other then that, I maintain a significant weighting, around ~40% of overall portfolio to various f
GO Residential REIT, can we trust these guys? (opens the original)
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GO Residential unit price continues to decline, since the company released information that they are “taking over” a portion of H&R REIT’s assets the unitprice has collapsed by another 17.3%. It seems unitholders at GO, or whoever is left of it, do not like the deal themselves as their management team has caused them to face significant dilution. Blended cap rate spreads from the Manhattan and Sunbelt are night and day. GO REIT units are now down -45% since the IPO in July 2025. On a multiple, N
Is this what securities fraud looks like? A quick look into Tom Hofstedter’s H&R transaction (opens the original)
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I have to admit, I am still absorbing the news that GO REIT is “taking over” H&R in a reverse merger transaction. I have never seen anything like that. Although there is a case to be made that is positive to merge these two entities, it should have been one that H&R investors had the opportunity to chose for themselves rather then be bestowed in a bizarre unethical transaction which gives significant financial gain to the CEO & his family’s company. The more people I talk to, including sophistic
Going against the grain on GO Residential (opens the original)
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Hi everybody,After reflecting over the past days and studying the deal between H&R REIT and GO Residential, I have come to the conclusion that it is likely better to support the deal then not. The Lantower spinout into GO Residential’s portfolio creates a powerhouse of a REIT which offers new investors an attractive entry point which is likely to be enticing. Scotiabank’s came out with a note speculating that the new GO REIT is likely to see major index buying, with as many as 38 million units a
H&R REIT & GO Residential deal, some thoughts (opens the original)
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Hi everybody,I wanted to share some quick thoughts on the transaction that has unfolded given that H&R REIT was a large holding for me. Before you read on, I would like to say this is the most bizarre and potentially unethical transactions I have ever seen in my time as an investor. Not just in real estate, but any asset class. I have also written about GO Residential, for the first time, some months back when
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