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.
Listed real estate at an inflection point?
Tim Gibson, Co-Head of Global Property Equities, responds to key questions around the sector and explains why today’s pessimism could actually be an enticing opportunity for investors this year.
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.