Janus Henderson U.S. Real Estate ETF Q1 2026 Commentary
Janus Henderson Investors·2026-05-22·via All Articles on Seeking Alpha
Summary
Janus Henderson U.S. Real Estate ETF returned 5.60% and the FTSE Nareit Equity REITs Index returned 4.80%.
Data center landlords Digital Realty and Equinix added alpha, alongside global hotel brand Marriott International.
Real estate services company CBRE Group and Sunbelt-focused apartment landlord Mid-America Apartment Communities detracted.
Elevated interest rates, and now tariffs, are likely to continue impacting new construction activity, leading to more muted supply and ultimately stronger pricing power across the sector.
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Portfolio management
Greg Kuhl, CFA
Daniel Greenberger
Investment environment
U.S. real estate investment trusts (REITs) proved their resilience in the first quarter of 2026, navigating a volatile backdrop to deliver positive returns and handily beat the broader market. Through
