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Upturn AI SWOT - About
Cohen & Steers Real Estate Opportunities and Income Fund (RLTY)
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Upturn Advisory Summary
08/14/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 25.66% | Avg. Invested days 58 | 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 08/14/2025 |
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 (the Fund) was founded with the goal of providing high current income and capital appreciation through investment in real estate securities. It aims to leverage Cohen & Steers' expertise in real estate investing.
Core Business Areas
- Closed-End Fund: The Fund operates as a closed-end investment fund, primarily investing in real estate investment trusts (REITs) and other real estate-related securities.
- Income Generation: A primary goal is to generate high current income for investors through dividends and distributions.
- Capital Appreciation: The fund also seeks to achieve capital appreciation through strategic investments in real estate securities.
Leadership and Structure
The Fund is managed by Cohen & Steers Capital Management, Inc. The management team consists of experienced professionals specializing in real estate and closed-end fund management.
Top Products and Market Share
Key Offerings
- REIT Investments: The Fund invests in a diversified portfolio of REITs across various property sectors, including office, retail, residential, and industrial. Competitors include other REIT funds and ETFs, such as VNQ and REM.
- Real Estate Securities: Beyond REITs, the Fund invests in other real estate-related securities, such as common stocks and preferred stocks of real estate companies. Competitors include other Real Estate Securities funds.
Market Dynamics
Industry Overview
The real estate investment trust (REIT) market is influenced by economic conditions, interest rates, and property market fundamentals. Interest rates are a critical input. Demand can be impacted by increased work from home policies.
Positioning
Cohen & Steers Real Estate Opportunities and Income Fund is positioned to provide investors with income and capital appreciation through active management and real estate sector expertise. The fund uses leverage to improve returns.
Total Addressable Market (TAM)
The total REIT market is estimated to be in the trillions of dollars. The Fund captures a small fraction of this TAM by focusing on publicly traded real estate securities.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Strong Real Estate Sector Expertise
- Diversified Investment Portfolio
- High Current Income Potential
Weaknesses
- Leverage amplifies both gains and losses
- Vulnerability to interest rate fluctuations
- Closed-end fund structure can trade at a discount to NAV
Opportunities
- Capitalizing on market inefficiencies in REIT valuations
- Growing demand for income-generating investments
- Expanding into new real estate sectors or geographies
Threats
- Rising interest rates
- Economic recession
- Increased competition from other investment funds
- Changes in tax laws impacting REITs
Competitors and Market Share
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- iShares Cohen & Steers REIT ETF (ICF)
- Real Estate Select Sector SPDR Fund (XLRE)
Competitive Landscape
Cohen & Steers Real Estate Opportunities and Income Fund competes with other REIT funds and ETFs. Its competitive advantage lies in active management and real estate sector expertise. However, it faces strong competition from low-cost index funds.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to performance in the underlying real estate market and investment expertise.
Future Projections: Future growth is difficult to predict and depends on market trends and management's decisions.
Recent Initiatives: Recent strategic initiatives could include adjusting portfolio allocations, managing leverage, and actively engaging with REIT management teams.
Summary
Cohen & Steers Real Estate Opportunities and Income Fund offers high current income and potential capital appreciation through investments in real estate securities. While its active management and real estate expertise are strengths, the fund's leverage and sensitivity to interest rate changes pose risks. Performance is impacted by real estate market fluctuations and competitor funds. Investors should monitor interest rates and understand the risks of leverage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Cohen & Steers official website
- SEC filings
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is dynamic and may change rapidly. Consult a financial advisor before making investment decisions.
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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