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Tim Gibson

Co-Head of Global Property Equities | Portfolio Manager
Tim Gibson | Janus Henderson Investors

Tim Gibson is Co-Head of Global Property Equities and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2014. He has been with Henderson, based in Singapore, since 2011. Prior to joining Henderson, Tim was a European fund manager at AMP Capital Brookfield, where he was responsible for portfolio construction and execution of an indirect real estate fund. Before this, he worked as an analyst for Morgan Stanley on their European real estate investment team, in both London and Amsterdam, where he provided investment recommendations on property companies in the UK and Europe.

Tim holds an MA (Hons) in economics from St Andrews University, Scotland and received the Robert Trent Jones Scholarship to the University of Western Ontario, Canada. He has 22 years of financial industry experience.

Articles Written

Listed real estate: current re-pricing drives a more sanguine outlook for 2023
Timely & Topical

Listed real estate: current re-pricing drives a more sanguine outlook for 2023

The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.

The case for global property equities
Features & Outlooks

The case for global property equities

Property equities, including listed property companies and real estate investment trusts (REITs) offer investors a liquid, diversified and low-cost way of accessing the global real estate market.

Private vs. listed property pricing disconnect signals opportunities
Timely & Topical

Private vs. listed property pricing disconnect signals opportunities

A dispersion in returns between private and public real estate is strengthening the case for listed property.

Lessons learned: listed REITs’ more prudent approach to leverage

Lessons learned: listed REITs’ more prudent approach to leverage

Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.

Supply chain crisis fuels insatiable demand for warehouses
Analysis & Studies

Supply chain crisis fuels insatiable demand for warehouses

The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.

Inflation and property equities – time to get ‘real’
Features & Outlooks

Inflation and property equities – time to get ‘real’

Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.