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Janus Henderson Investors research.

Research published by Janus Henderson Investors, indexed and attributed by Global Real Estate Intelligence. We summarise briefly, credit the source, and link to the original.

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Janus Henderson Investorsreport

REIT halftime report: Off to a strong start to 2026

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.

REITsU.S. NationalGlobal
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Janus Henderson Investorsreport

Don't you (forget about me) – Why real estate deserves a fresh look in 2026

Janus Henderson on global REITs' attractive 2026 setup: historically low valuations, strengthening fundamentals and diversification benefits.

REITsGlobalU.S. National
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Janus Henderson Investorsreport

Global Perspectives: REITs - a forgotten compounder ready for a comeback

Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.

REITsGlobal
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Janus Henderson Investorsreport

Listed real estate: Navigating the turbulence

Janus Henderson PMs argue listed real estate fundamentals stay sound amid 2025 tariff/economic turbulence, aided by contractual cash flows and high construction costs.

REITsGlobalU.S. National
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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.