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The industry's own research.
2 reports
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.