Cohen & Steers Real Estate Opportunities and Income FundRLTY
RLTY
About: Cohen & Steers Real Estate Opportunities and Income Fund is an organized, non-diversified, closed-end management investment company. The Fund's primary investment objective is high current income. The Fund's secondary investment objective is capital appreciation.
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Funds holding %
of 6,809 funds
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Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
16% more funds holding
Funds holding: 31 [Q2] → 36 (+5) [Q3]
16.04% less ownership
Funds ownership: 38.72% [Q2] → 22.69% (-16.04%) [Q3]
30% less capital invested
Capital invested by funds: $84.1M [Q2] → $59.2M (-$24.9M) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for RLTY.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
RLTY: 8.3% Yield And Continued Recovery With Declining Interest Rates
Cohen & Steers Real Estate Opportunities and Income Fund is a closed-end fund that invests in real estate companies, including REITs, and in fixed income and preferred securities. Even though the real estate sector has gained substantially in 2024, it still offers good value with the continued decline in interest rates in 2025 and a strong real estate sector outlook for 2025. RLTY offers a high-income yield of 8.3% and a moderate discount of over 5%. We would rate the fund as a 'hold' for existing owners.
Positive
Seeking Alpha
2 weeks ago
UTF And RLTY: Quality Infrastructure And Real Estate Looking Attractive
Cohen & Steers Infrastructure Fund and Real Estate Opportunities and Income Fund offer broad exposure to high-quality infrastructure and real estate investments. UTF has climbed to a slight premium, but with a 7.09% distribution yield and effective leverage management, making it a solid long-term investment. RLTY has been being pushed lower more recently, and that's helped to push the fund's discount to widen back out to a more attractive level.
Positive
Seeking Alpha
2 months ago
Happy Days For High-Yield CEF Investors
Closed-end funds or CEFs that offer high yields usually come with notable external leverage, and in some cases, even with investment positions that have above-average risk profiles. Yet, the current stance assumed by the Fed has opened a wide opportunity set in the CEF segment. In this article, I elaborate more on the CEF outlook and underscore critical criteria that have to be in place for high-yield investors to access truly sustainable distributions.
Positive
Seeking Alpha
3 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Positive
Seeking Alpha
4 months ago
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.
Positive
Seeking Alpha
5 months ago
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.
Positive
Seeking Alpha
5 months ago
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.
Positive
Seeking Alpha
6 months ago
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.
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