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Upturn AI Summary
Cohen & Steers Real Estate Opportunities and Income Fund(RLTY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RLTY
09/28/2026: RLTY (2-star) is currently NOT-A-BUY. Pass it for now.
RLTY is an actively managed ETF that provides targeted exposure to the real estate sector through REITs and preferred securities, managed by the experts at Cohen & Steers. Its main strengths lie in professional, research-driven security selection aimed at maximizing income while managing sector-specific risks. It serves as a tactical component for an income-oriented portfolio rather than a broad-market core holding. Key risks include sensitivity to interest rates, commercial property market cyclicality, and its higher expense ratio relative to passive options. The fund is well-suited for income-focused investors who prefer professional management to navigate the nuances of the real estate cycle.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund offers some growth potential but is primarily designed for income generation. |
| Momentum investor | Weak fit | This is an actively managed, fundamental-based fund that is not optimized for short-term momentum signals. |
| Value investor | Strong fit | The active management strategy often prioritizes valuation-based stock selection to uncover undervalued REITs. |
| Dividend/Income investor | Strong fit | The fund's primary goal is to provide consistent income through diversified real estate and preferred security holdings. |
| Low-risk investor | Weak fit | Real estate investments are subject to significant market and interest-rate volatility, making them unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking regular income and exposure to real estate who values active management over passive indexing.
Suitability
RLTY is best suited for long-term income-oriented investors rather than active traders or those seeking low-cost broad market exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Real estate valuations often swing in response to macroeconomic data and interest rate shifts. |
| Market risk | Medium / high | The fund is subject to the systemic risks of the overall real estate sector. |
| Concentration | Medium | The fund is concentrated in real estate, lacking the diversification of a total market equity fund. |
| Tracking/expense | Medium | Higher active management fees may impact net returns compared to passive index funds. |
| Liquidity | Medium | Real estate underlying assets can become illiquid during periods of extreme market stress. |
| Business/sector quality | Medium | The success of the fund depends on the health of the commercial and residential property markets. |
Risk Analysis
Volatility
RLTY exhibits moderate to high volatility, typical of real estate equities that react sharply to interest rate expectations and economic cycle shifts.
Market Risk
The fund faces concentrated market risk, as it is tied to the real estate sector, which can be negatively impacted by structural changes in property usage (e.g., remote work).
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Real Estate Investment Trusts (REITs) | 65 | These holdings provide direct exposure to income-generating real estate assets across various property types. |
| Fixed-income type | Real Estate Preferred Securities | 25 | Preferred securities offer a hybrid characteristic, providing higher income potential than common stocks with a higher position in the capital stack. |
| Industry | Real Estate Operating Companies | 7 | These companies provide diversified exposure to broader real estate business models beyond traditional REIT structures. |
| Cash/collateral | Cash and Cash Equivalents | 3 | This small liquidity buffer allows for fund operations and tactical adjustments to the portfolio. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 23.74% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Issuer | Cohen & Steers Capital Management, Inc. |
| Expense Ratio | 0% |
| Inception | Feb 24, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +2.31% |
| 1 Year | +1.48% |
| 3 Year | +11.32% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.97% |
| 3Y Volatility | 16.13% |
| 3Y Sharpe Ratio | 0.46 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 29.01% |
| Small Cap | 20.98% |
| Large Cap | 16.97% |
| Micro Cap | 1.20% |
Top Sectors
| Sector | Weight |
|---|---|
| Real Estate | 100.00% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 41.25x |
| Portfolio P/B | 2.65x |
| Portfolio P/S | 7.52x |
Top Holdings
| Holding | Weight |
|---|---|
| Welltower | 11.38% |
| Digital Realty Trust | 6.46% |
| Crown Castle | 4.81% |
| American Tower | 3.20% |
| Prologis | 3.11% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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