For financial professionals in Uruguay

Greg Kuhl, CFA

Portfolio Manager
Greg Kuhl, CFA | Janus Henderson Investors

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 17 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.

Global property: durable cash flows more important than ever
Features & Outlooks

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?

How is global real estate faring amid inflation and growth concerns?

Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

REITs 3.0: let’s talk about scale

REITs 3.0: let’s talk about scale

Portfolio managers Greg Kuhl and Danny Greenberger examine the competitive advantages afforded by scale in the REITs sector.

Introducing the REITs 3.0 flywheel

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.

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.

Investing in the future with REITs 3.0

Investing in the future with REITs 3.0

Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.

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.