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- Upturn Summary
- Fund Details
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
10/27/2026: RLTY (2-star) is currently NOT-A-BUY. Pass it for now.
RLTY is an actively managed ETF providing targeted exposure to real estate through a mix of REITs and preferred securities. Its main strength lies in Cohen & Steers' deep expertise, which allows for tactical security selection that passive funds cannot match. It is best used as a dedicated income-producing component in a larger diversified portfolio. Key risks include interest rate sensitivity and the inherent cyclicality of the real estate market. This fund is ideal for long-term, income-oriented investors who prioritize active management over low-cost indexing.
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 | While capital appreciation is a goal, the fund's primary focus on income limits pure growth upside. |
| Momentum investor | Weak fit | This is a fundamental, long-term value strategy rather than a trend-following momentum vehicle. |
| Value investor | Strong fit | The manager focuses on identifying undervalued real estate securities to drive returns. |
| Dividend/Income investor | Strong fit | High current income is a primary objective of the fund's mandate. |
| Low-risk investor | Mixed fit | Real estate is inherently volatile, though active management may mitigate some systemic risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused individual or institutional player who values active management and believes in the expertise of Cohen & Steers to navigate real estate complexities.
Suitability
Best suited for long-term investors seeking income who prefer a professional manager over passive index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Real estate values fluctuate significantly based on economic cycles and interest rate changes. |
| Market risk | High | The fund is directly exposed to the systemic risks of the commercial and residential real estate markets. |
| Concentration | Medium | While diversified across real estate, it lacks exposure to assets outside the real estate sector. |
| Tracking/expense | Medium | The active management fee is higher than passive index funds. |
| Liquidity | Medium | Real estate assets can occasionally face liquidity crunches during market stress. |
| Business/sector quality | Medium | Performance depends heavily on the creditworthiness and operational success of the underlying REITs. |
Risk Analysis
Volatility
RLTY exhibits moderate-to-high volatility consistent with sector-specific equity and debt instruments.
Market Risk
The fund is subject to interest rate risk, credit risk, and property-specific fundamentals.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Equity REITs (Office, Residential, Industrial, Retail) | 65 | These securities provide direct ownership in diverse property types, serving as the core engine for income and growth. |
| Fixed-income type | Real Estate Preferred Securities | 25 | Preferred securities offer higher income potential and are a hallmark of the manager's income-focused strategy. |
| Industry | Real Estate Operating Companies | 8 | Companies that manage real estate assets provide additional operational exposure beyond traditional REIT structures. |
| Cash/collateral | Cash and Cash Equivalents | 2 | This small liquidity buffer is maintained for operational purposes and tactical adjustments. |
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 26.76% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/27/2026 |
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