Greg Kuhl, CFA
Greg Kuhl is a Portfolio Manager on the Global Property Equities Team at Janus Henderson Investors. 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 19 years of financial industry experience.
Articles Written
Listed real estate: Weaker shelter inflation the additional signal needed for Fed rate cuts?
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
There’s no place like home: the residential REITs opportunity
The current attractive relative valuation opportunity and merits of residential REITs.
“Almost party time?” – what a change in monetary policy means for listed property
Why public REITs are poised for better times as central banks end the rate hiking cycle.
JH Explorer in San Francisco: Has the Golden City lost its luster?
Justifications for a cautious view on the San Francisco office market.
Public REITs for long-term property exposure
Apart from relative valuations, there are other key reasons to favour public over private REITs for forward-looking investors.
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.
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.
Right here, right now: growth opportunities in real estate
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.