Greg Kuhl, CFA
Greg Kuhl is a Portfolio Manager, Global Property Equities at Janus Henderson Investors and is responsible for co-managing the Global Real Estate strategy. 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.
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
Why listed REITs now make a more compelling investment proposition given the reduction in leverage.
Global property: durable cash flows more important than ever
Pricing power in real estate is a key differentiator in uncertain times.
How Is Global Real Estate Faring Amid Inflation and Growth Concerns?
A discussion of REITs’ performance to date, stagflation concerns and the impact of rising costs on the sector.
Introducing the REITs 3.0 flywheel
Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.