DRN - REITs - 'What Have You Done For Me Lately?'
By Guy Barnard, CFA and Tim Gibson
"Real Matters" provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.
The answer, predominantly, is: "Better than all the rest!"
Since the end of September 2018, global real estate investment trusts (REITs) are up 3.2%, versus the MSCI World Equities Index's fall of 8.5%1.
But where do we go from here, and what role can listed real estate