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Upturn AI SWOT - About
Cohen & Steers Real Estate Opportunities and Income Fund (RLTY)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/27/2025: RLTY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $
Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 253.68M USD | Price to earnings Ratio 12.54 | 1Y Target Price - |
Price to earnings Ratio 12.54 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.90 - 17.77 | Updated Date 06/29/2025 |
52 Weeks Range 12.90 - 17.77 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.70% | Basic EPS (TTM) 1.21 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 12.54 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 12.19 |
Enterprise Value - | Price to Sales(TTM) 12.19 | ||
Enterprise Value to Revenue 18.97 | Enterprise Value to EBITDA - | Shares Outstanding 16722400 | Shares Floating - |
Shares Outstanding 16722400 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 23.95 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Cohen & Steers Real Estate Opportunities and Income Fund
Company Overview
History and Background
Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) was formed to seek high current income through investment in real estate securities. Founded in 1986, Cohen & Steers is a global investment manager specializing in real assets and alternative income. The fund leverages the firm's real estate investment expertise.
Core Business Areas
- Closed-End Fund Management: The fund invests primarily in real estate securities, including common stocks, preferred stocks, and debt securities issued by real estate companies. It aims to generate income and capital appreciation.
Leadership and Structure
Robert H. Steers and Martin Cohen are Co-Chairmen. The fund is managed by a team of portfolio managers and analysts at Cohen & Steers Capital Management, Inc.
Top Products and Market Share
Key Offerings
- Real Estate Securities Investment: RLTY is a closed-end fund specializing in REITs and other real estate-related securities. Market share is dependent on AUM within the closed-end fund space. Competitors include other closed-end funds with similar mandates like Nuveen Real Estate Fund (JRS).
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, investor sentiment, and market volatility. The real estate market itself is subject to economic cycles, property values, and interest rate fluctuations.
Positioning
RLTY is positioned as an income-generating investment vehicle within the real estate sector. Its competitive advantage lies in Cohen & Steers' real estate investment expertise and track record.
Total Addressable Market (TAM)
The total addressable market for real estate investment trusts (REITs) is substantial, encompassing trillions of dollars in market capitalization. RLTY holds a tiny portion of this vast market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Established track record in real estate investing
- High current income potential
- Diversified portfolio of real estate securities
Weaknesses
- Exposure to real estate market volatility
- Interest rate sensitivity
- Leverage risk
- Closed-end fund structure can lead to discounts to NAV
Opportunities
- Rising demand for income-generating investments
- Potential for capital appreciation in undervalued real estate securities
- Expansion into new real estate sectors
- Increased investor interest in alternative investments
Threats
- Economic downturn affecting real estate values
- Rising interest rates increasing borrowing costs
- Increased competition from other investment products
- Changes in tax laws impacting REITs
Competitors and Market Share
Key Competitors
- JRS
- RQI
- DNP
- CLPR
Competitive Landscape
RLTY's advantages are its expertise and focus on the real estate sector. Disadvantages include being subject to the economic volatility in the real estate industry.
Growth Trajectory and Initiatives
Historical Growth: Growth trends are linked to real estate market performance and investment strategies. Consult official reporting for up-to-date values.
Future Projections: Future projections requires dynamically updating financial information which changes to frequently. Consult official reporting for up-to-date values.
Recent Initiatives: Recent initiatives are linked to Cohen & Steers' real estate expertise. Consult official reporting for up-to-date values.
Summary
Cohen & Steers Real Estate Opportunities and Income Fund is a vehicle to generate income through real estate securities. It has a strong focus within the real estate market with an experienced management team. The Fund faces risks from real estate market volatility and rising interest rates. Management must continue to adapt to changing market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Cohen & Steers official website
- SEC filings
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated. Financial data can change and is always subject to the SEC filing.
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.
About Cohen & Steers Real Estate Opportunities and Income Fund
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2022-02-24 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Cohen & Steers Real Estate Opportunities & Income Fund is a closed-end balanced mutual fund launched and managed by Cohen & Steers Capital Management, Inc. It invests in the public equity and fixed income markets of global region. For its equity portion, the fund invests directly and through derivatives in stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts (reits) and real estate sectors. It uses derivatives such as options to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests in fixed income securities that are rate below investment grade. The fund employs fundamental analysis with bottom-up securities picking approach to create its portfolio. The fund employs proprietary research to create its portfolio. Cohen & Steers Real Estate Opportunities & Income Fund was formed on February 23, 2022 and is domiciled in the United States."
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