4Research pieces indexed
Latest Jun 18, 2026
Global Real Estate Intelligence is a neutral index of publicly available research. All rights in Janus Henderson Investors’s work remain with Janus Henderson Investors; we link to the original.
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.
Property types that turn up most often in Janus Henderson Investors’s published research.
Geographies that turn up most often in Janus Henderson Investors’s published research.