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Upturn AI SWOT - About
Cohen & Steers Real Estate Opportunities and Income Fund (RLTY)
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Upturn Advisory Summary
09/17/2025: RLTY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 30.32% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
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 |
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 established to provide high current income and capital appreciation through investment in real estate securities. Founding year and specific milestones require further primary source research.
Core Business Areas
- Real Estate Securities: Invests in a diversified portfolio of real estate securities, including common stocks, preferred stocks, and debt securities of REITs and other real estate companies.
- Opportunistic Investments: May invest in other opportunistic investments related to real estate, as determined by the investment manager.
Leadership and Structure
Cohen & Steers Capital Management, Inc. serves as the investment advisor. Specific details about the leadership team require further research.
Top Products and Market Share
Key Offerings
- Real Estate Securities Portfolio: Actively managed portfolio of real estate securities. Due to RLTY being a closed end fund, market share data as a percentage of market capitalization is difficult to derive as it does not face the same constraints as other firms. Competitors include other real estate focused closed-end funds.
Market Dynamics
Industry Overview
The real estate securities industry is influenced by factors such as interest rates, economic growth, property valuations, and regulatory changes.
Positioning
Cohen & Steers is a well-regarded investment manager specializing in real estate securities. RLTY is positioned as a fund providing income and capital appreciation.
Total Addressable Market (TAM)
The total addressable market is represented by the overall real estate securities market, valued in the trillions of dollars. RLTY captures a small portion of this TAM through its fund offerings.
Upturn SWOT Analysis
Strengths
- Experienced investment management team
- Specialization in real estate securities
- Diversified portfolio
- High current income potential
Weaknesses
- Sensitivity to interest rate changes
- Market volatility can impact performance
- Management fees reduce overall returns
- Discount to NAV common for closed end funds
Opportunities
- Growing demand for real estate investment
- Increasing REIT market capitalization
- Potential for capital appreciation
- Strategic partnerships and acquisitions
Threats
- Economic downturns
- Rising interest rates
- Regulatory changes
- Increased competition from other real estate funds
Competitors and Market Share
Key Competitors
- RQI
- JRI
- PGZ
- ADX
Competitive Landscape
RLTY competes with other closed-end funds and real estate investment vehicles. Its advantages include its experienced management team and focus on real estate securities. Disadvantages could include higher fees or underperformance relative to peers.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on the fund's investment performance and market conditions.
Future Projections: Future growth is subject to market conditions and the investment manager's ability to generate returns.
Recent Initiatives: Recent initiatives may include portfolio adjustments, new investment strategies, or changes to the distribution policy.
Summary
Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) offers investors exposure to real estate securities with a focus on income. Its experienced management team and diversified portfolio are strengths. However, sensitivity to interest rates and market volatility are key risks to consider. The fund's future performance is dependent on market conditions and its ability to generate competitive returns in the real estate sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Cohen & Steers official website
- Financial news sources
- SEC filings
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share comparison are estimates based on publicly available information and may not be precise.
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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