2026 REIT Outlook with Janus Henderson | Hoya Capital Real Estate Webinars скачать в хорошем качестве

2026 REIT Outlook with Janus Henderson | Hoya Capital Real Estate Webinars

Hoya Capital CIO David Auerbach sits down with Janus Henderson REIT portfolio managers Greg Kuhl and Danny Greenberger for a wide-ranging discussion on the state of listed real estate and what could drive REIT performance in 2026. They review 3Q25 results, highlight how REIT valuations have de-rated despite solid earnings and dividend fundamentals, and outline a “yield + growth” return framework (roughly 4% yield plus ~6% expected 2026 growth) with potential upside from multiple re-rating. The conversation also digs into sector opportunities—from malls and net lease to apartments, storage, senior housing, homebuilders, and CBRE—framed through the improving 2026 supply backdrop, capital markets conditions, and macro themes like jobs and tariffs. They close with practical investor takeaways: keep it simple, avoid unnecessary complexity, and consider a dedicated REIT allocation for long-term income and compounding. About Hoya Capital Real Estate Hoya Capital Real Estate ("Hoya Capital") is a research-focused Registered Investment Advisor headquartered in Rowayton, Connecticut. Founded with a mission to make real estate more accessible to all investors, Hoya Capital specializes in managing institutional and individual portfolios of publicly traded real estate securities, focused on delivering sustainable income, diversification, and attractive total returns. For more information, visit www.HoyaCapital.com.