Greg Kuhl, CFA
Greg Kuhl is a Portfolio Manager on the Global Property Equities Team at Janus Henderson Investors. Prior to joining Henderson in 2015, Greg was vice president, global REITs at Brookfield Investment Management, where he was a senior analyst for global long-only and global long/short strategies focused on property equities across North America, Europe, and Asia. Before this, he was an analyst on the public real estate securities team at Heitman providing recommendations on property equities in North America. He began his career at Accenture as a financial services/capital markets analyst.
Greg received a BBA degree in finance with a concentration in psychology from the University of Notre Dame, graduating cum laude. He holds the Chartered Financial Analyst designation and has 18 years of financial industry experience.
Articles Written
Public REITs for long-term property exposure
Apart from relative valuations, there are other key reasons to favour public over private REITs for forward-looking investors.
Commercial real estate: look beyond the headlines for opportunities within listed property
Important differences between public and private commercial real estate provide grounds for optimism.
Research in Action: Publicly traded REITs shine amid bank lending concerns
With low debt levels, diversified assets, and attractive valuations, public real estate investment trusts appear well positioned.
Commercial property in the headlines: advantages of public versus private real estate as credit tightens
Public real estate appears well positioned heading into a period of tighter credit conditions.
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.
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
Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.
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.
Right here, right now: growth opportunities in real estate
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
Real estate bubbles? Chance would be a fine thing…
Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.