Asset class: Property Equities

Global REITs: mid-year report card

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review on the performance of global REITs and their outlook for the rest of 2019.

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The silver tsunami: can REITS help you ride the wave?

‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the fourth article in the series, Tim Gibson, Guy Barnard and Greg Kuhl discuss the issue of an ageing population and how REITs can provide a way to capitalise on this demographic trend.

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REITS – “What have you done for me lately?”

by Guy Barnard, CFA, Tim Gibson

5 months ago

​‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the third article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.

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Global property equities: going the distance

by Tim Gibson

7 months ago
Tim Gibson, director and co-portfolio manager for global property equities, is keeping a close eye on US interest rates. He also notes that disruption, while presenting risks, is also unearthing opportunities for property equities investors.
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Nightmare on Wall Street: what’s going on?

by Guy Barnard, CFA, Tim Gibson

9 months ago

Tim Gibson and Guy Barnard, co-heads of the Janus Henderson Global Property Equities team, discuss why global equity markets have been particularly spooked this October and why this might be good news for REITs.

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WeWork – a marriage made in heaven?

by Guy Barnard, CFA, Tim Gibson

10 months ago
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the second article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, explore WeWork, the flexible office space provider, and discuss the company’s role as both a landlord and a tenant from a real estate perspective. Tim also provides a video summary.
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Global real estate: how can investors benefit from an evolving asset class?

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of the market and outlook for the rest of the year, as well as share the sectors that garner their favour. 

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“The King is dead, long live the King!” – real estate and technology

​Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

 
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European property equities: boring can be rewarding!

by Guy Barnard, CFA

1 year ago

​In this article Guy Barnard, Co-Head of Global Property Equities and Manager of the Pan European Property Equities Strategy, discusses his expectations for European property equities in 2018. Amid an evolving market backdrop, the sector’s strong fundamentals and investors’ continuing search for stable income should bolster returns for property equities.

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Essentials: the Janus Henderson Global Property Equities Strategy

by Guy Barnard, CFA

2 years ago
Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.
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European property stocks: starting 2H 2017 on a solid footing

by Guy Barnard, CFA

2 years ago
In this video update, Guy Barnard, Co-Head of Global Property Equities and Manager of the Pan European Property Equities Strategy, discusses how a more favourable macroeconomic and political backdrop has supported the performance of European real estate stocks over the first half of 2017*. Guy’s outlook for the asset class remains constructive for the remainder of the year, and he also talks about the countries and sectors where the team is seeing the most attractive opportunities from a value and growth perspective.
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Retail real estate in the US: survival of the fittest

​Guy Barnard, Co-Head of Global Property Equities, and Greg Kuhl, US property equities portfolio manager, discuss the transition of the US retail sector and where the resulting opportunities lie from a real estate perspective.

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​Property may be out of fashion, but not out of return potential

by Guy Barnard, CFA

2 years ago

Guy Barnard, Co-Head of Global Property Equities and Pan European property equities manager, provides an update on the European property market, his current views and where he believes the best value opportunities exist.


 
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Property equities: profiting from pockets of growth

by Guy Barnard, CFA

2 years ago
Guy Barnard, Manager of the Pan European Property Equities Strategy and Co-Head of Global Property Equities, comments on how the sector has been affected by the market rotation from growth to value stocks. He also discusses how the strategy is benefiting from this shift as the team is discovering more mispricing opportunities and continuing to target countries, cities and sectors that offer attractive growth potential.
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‘Cheesegrater’ sale highlights UK property market divergence

by Guy Barnard, CFA

2 years ago
​Guy Barnard, Co-head of Global Property Equities, comments on the recent sale of The Leadenhall building, the largest ever property transaction in the UK. While uncertainty about the outlook for UK property has increased following the Brexit vote, the deal highlights the divergence between the direct and listed property markets with continued foreign interest in key London assets.
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