RFI
Cohen & Steers Total Return Realty FundRFI
RFI
About: Cohen & Steers Total Return Realty Fund Inc is a diversified, closed-end management investment company. Its investment objective is to achieve a high total return through investment in real estate securities. The Fund invests majority of its total assets in the equity securities of real estate companies under normal circumstances, which includes common shares, REITs, rights or warrants, convertible securities, and preferred shares.
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
6% more funds holding
Funds holding: 67 [Q3] → 71 (+4) [Q4]
0.75% less ownership
Funds ownership: 18.9% [Q3] → 18.16% (-0.75%) [Q4]
14% less capital invested
Capital invested by funds: $65.5M [Q3] → $56.5M (-$9.02M) [Q4]
25% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 20
Research analyst outlook
We haven’t received any recent analyst ratings for RFI.
Financial journalist opinion
Based on 3 articles about RFI published over the past 30 days
Neutral
PRNewsWire
4 days ago
Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a)
NEW YORK , March 31, 2025 /PRNewswire/ -- This press release provides shareholders of Cohen & Steers Total Return Realty Fund, Inc. (NYSE: RFI) (the "Fund") with information regarding the sources of the distribution to be paid on March 31, 2025 and cumulative distributions paid fiscal year-to-date. In December 2011, the Fund implemented a managed distribution policy in accordance with exemptive relief issued by the Securities and Exchange Commission.
Neutral
Seeking Alpha
2 weeks ago
Should You Invest $100,000 In Today's Market?
The market is experiencing a correction, with a potential bear market looming, making gradual investment over 3-6 months advisable for long-term investors. Understanding personal risk tolerance is crucial before investing, as it dictates how one handles market downturns and portfolio drawdowns. The article presents three different investment strategies. We are going to discuss how strategically you can deploy your capital on a gradual basis.
Positive
Seeking Alpha
2 weeks ago
RFI: More Resilient Real Estate Fund Compared To Peers
RFI offers a resilient, diversified real estate portfolio with a strong 8% dividend yield, ideal for investors seeking consistent monthly income. Despite higher interest rates, RFI's valuation remains attractive, trading at a slight premium, indicating potential undervaluation relative to historical levels. The fund's growing exposure to data center REITs positions it well to benefit from increasing AI market demand, supporting future growth.
Neutral
PRNewsWire
1 month ago
Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a)
NEW YORK , Feb. 27, 2025 /PRNewswire/ -- This press release provides shareholders of Cohen & Steers Total Return Realty Fund, Inc. (NYSE: RFI) (the "Fund") with information regarding the sources of the distribution to be paid on February 28, 2025 and cumulative distributions paid fiscal year-to-date. In December 2011, the Fund implemented a managed distribution policy in accordance with exemptive relief issued by the Securities and Exchange Commission.
Positive
Seeking Alpha
1 month ago
What We're Watching This REIT Earnings Season
Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Following a year-end tumble that lingered into early 2025, REITs enter earnings season with a bit of upside momentum as Treasury Yields eased from the cusp of two-decade highs. Largely immune from trade/tariff and AI-related risk, REITs are coming back into favor after three years of historic underperformance, which has driven valuations to unusually "cheap" levels.
Neutral
PRNewsWire
2 months ago
Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a)
NEW YORK , Jan. 29, 2025 /PRNewswire/ -- This press release provides shareholders of Cohen & Steers Total Return Realty Fund, Inc. (NYSE: RFI) (the "Fund") with information regarding the sources of the distribution to be paid on January 31, 2025 and cumulative distributions paid fiscal year-to-date. In December 2011, the Fund implemented a managed distribution policy in accordance with exemptive relief issued by the Securities and Exchange Commission.
Neutral
Seeking Alpha
2 months ago
RFI Vs. RQI: Key Similarities And Nuanced Differences To Help You Choose
Rising interest rates are creating a unique investing environment, with long-term rates at their highest in decades, impacting investment strategies and fund performance. RFI, being unlevered, offers a more stable option for income-seeking investors, making it a better choice in uncertain times. RQI's leverage can magnify returns in bull markets but also increases expenses and potential losses, especially in a higher interest rate environment.
Negative
Seeking Alpha
2 months ago
REITs Say 'Good Riddance' To 2024
U.S. equity markets sputtered in a choppy final week of 2024 as investors returned from the holidays with trepidation following the best two-year run for the S&P 500 since 1997-1998. The S&P 500 finished lower by 0.5% on the week, requiring a late-week rebound to pare steep declines following a historically ugly stretch of losses in the Christmas-to-New-Year period. Treasury yields posted a weekly decline for the first time in a month, pressured by a relatively weak slate of economic data, including soft PMI employment metrics and mortgage demand.
Negative
Seeking Alpha
3 months ago
REITs Remain On Naughty List
U.S. equity markets rebounded after their worst week since November, while interest rates swelled to fresh seven-month highs as investors parsed data showing relatively strong retail and travel demand trends. Recovering from a slide of over 2% last week, the S&P 500 advanced 0.7%, lifting its year-to-date gains to over 26%. The Nasdaq 100 extended its 2024 gains to 28%. Real estate equities underperformed again following punishing declines last week on the heels of the Fed's hawkish pivot, and remain significant laggards for a second-straight year with muted 4% gains.
Negative
Seeking Alpha
3 months ago
Very Bad News For REITs
Trump's election victory is bad news for many REITs. His policies are perceived to be inflationary. As a result, interest rates may remain higher for longer.
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