Janus Henderson Global Real Estate Fund Q4 2024 Commentary

2025-02-14 04:15:00 ET

Summary

• The Fund returned -10.25% and the FTSE EPRA/NAREIT Global TR Index returned -9.65%.
• Hotel operator Wyndham Hotels & Resorts and data center landlord Equinix contributed positively on a relative basis, while cold storage owner/operator Lineage and storage landlord Public Storage detracted.
• Following a two-year correction in the wake of rising interest rates and with many central banks now easing, we believe we are at an inflection point for global real estate.

Investment environment

Global equities markets were flat in the fourth quarter. November was the strongest month, as Donald Trump’s convincing win in the U.S. presidential election sparked a U.S. rally, with investors hoping that his economic policies would spur growth and lower taxes....

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