The industry's own research.
4 items
US REITs gained 18% YTD (double the S&P 500) despite rising yields; M&A at a decade high, ~6.3% projected 2026 earnings growth, ~30% average loan-to-value.
Janus Henderson on global REITs' attractive 2026 setup: historically low valuations, strengthening fundamentals and diversification benefits.
Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.
Janus Henderson PMs argue listed real estate fundamentals stay sound amid 2025 tariff/economic turbulence, aided by contractual cash flows and high construction costs.