Cohen & Steers Real Estate Opportunities and Income Fund
RLTY

$17.25

1.05%

Market Cap: $263M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

15% more funds holding

Funds holding: 27 [Q1] → 31 (+4) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

12.34% less ownership

Funds ownership: 38.54% [Q1] → 26.21% (-12.34%) [Q2]

34% less capital invested

Capital invested by funds: $86.7M [Q1] → $56.9M (-$29.8M) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for RLTY.

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Financial journalist opinion

Based on 3 articles about RLTY published over the past 30 days

RLTY: Real Estate Is Heating Up

At the beginning of 2024, we predicted a rebound in real estate. RLTY earned a Strong Buy rating in June, driven by shifting interest rate sentiment and a discount to net asset value compared to peers. RLTY shares appreciated over 25% since June, outperforming the broader market and VNQ.

RLTY: Real Estate Is Heating Up

2 Strong Buys +8% Yield I Am Buying For My Retirement Portfolio

What kind of retirement do you envision? One marked by fears of outliving your savings, or one marked by an abundance of income? The Income Method aims to ensure your portfolio supports a lasting retirement and beyond. We discuss our top picks offering +8% yields to enable a retirement of abundance.

2 Strong Buys +8% Yield I Am Buying For My Retirement Portfolio

RQI Vs. RLTY: Rate Cuts On The Horizon Boost These Funds

Rate cuts are expected next month and this has fueled interest rate-sensitive sectors like real estate higher. Cohen & Steers Quality Income Realty Fund (RQI) and Real Estate Opportunities and Income Fund (RLTY) should benefit from expected rate cuts. They've already seen strong moves, but I think they have more room to run going forward.

RQI Vs. RLTY: Rate Cuts On The Horizon Boost These Funds

My Top 10 Closed-End Fund Holdings: August 2024

Closed-end funds overall have seen discounts narrow since the start of the year, but opportunities still exist in certain areas of the market. With increased market volatility more recently, that may lead to discounts widening back out, which could create even more opportunities in this structure. I hold 42 positions in my CEF portfolio, with the top 10 positions making up 37.40% of the portfolio—here's a review of those top 10 names.

My Top 10 Closed-End Fund Holdings: August 2024

Steven Bavaria Takes Investors Inside The Income Factory

Steven Bavaria discusses his investing strategy, focusing on generating income through high-yield assets like closed-end funds and credit markets. He emphasizes the importance of sticking with a strategy that aligns with one's risk tolerance and long-term goals, whether it's traditional equity investing or an income factory approach.

Steven Bavaria Takes Investors Inside The Income Factory

RLTY: REIT CEFs Are A Buy Before The Fed Cuts Rates

The REIT rebound is in full swing, with likely rate cuts in the next six months. RLTY is one of four REIT focused CEFs from CNS, but has underperformed since launch in 2022. We explore key differences against the other funds in the lineup and why RLTY may outperform ahead.

RLTY: REIT CEFs Are A Buy Before The Fed Cuts Rates

4 Closed-End Fund Buys In The Month Of May 2024

The overall broader indexes were heading higher after April's rather brief and shallow pullback. There was a bit more volatility toward the end of the month, which will be interesting to see if that develops into anything more material. Every month I make some purchases to compound and grow my monthly cash flow over time.

4 Closed-End Fund Buys In The Month Of May 2024

RLTY: High Beta Reit CEF, 9% Yield

Cohen & Steers Real Estate Opportunities and Income Fund is a high beta closed-end fund that focuses on REIT equities and has a 30% fixed income sleeve. The fund's portfolio is concentrated, with its top five holdings making up over 27% of the fund, while the top-10 holdings represent 44% of the CEF. RLTY has outperformed its leveraged CEF and unleveraged ETF competitors in the past year, but it also has the highest beta and can experience significant drawdowns in down markets.

RLTY: High Beta Reit CEF, 9% Yield

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RLTY: A Discounted CEF Providing Exposure To Beaten Down REITs

The Cohen & Steers Real Estate Opportunities and Income Fund is trading at an attractive discount and provides exposure to the beaten-down real estate sector. The fund had a tough time shortly after its launch, but 2023 was much more kind to the fund, and the future looks brighter as well. RLTY's distribution rate comes to an attractive 9.32%, which is paid monthly to investors.

RLTY: A Discounted CEF Providing Exposure To Beaten Down REITs

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