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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
09/11/2026: RLTY (3-star) is currently NOT-A-BUY. Pass it for now.
RLTY is an actively managed ETF that offers exposure to real estate through a diversified portfolio of REITs, preferred securities, and debt, aiming to provide high income. Its main strengths include the specialized expertise of Cohen & Steers and the flexibility to adjust holdings, which passive funds lack. It serves as an income-generating component within a diversified portfolio, though it carries risks related to interest rate sensitivity, sector concentration, and higher management fees. The fund is best suited for income-oriented investors who want professional management to navigate the real estate market, provided they monitor interest rate trends and sector fundamentals closely.
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 is more focused on income than pure capital growth. |
| Momentum investor | Weak fit | Active management seeks value rather than chasing momentum trends. |
| Value investor | Strong fit | The fund's active strategy often involves identifying mispriced real estate assets. |
| Dividend/Income investor | Strong fit | The fund is explicitly designed to generate high current income for investors. |
| Low-risk investor | Weak fit | Real estate is a cyclical sector and carries inherent market volatility. |
Investor Profile
Ideal Investor Profile
Income-focused investors who believe that active management can provide better results than a passive REIT index in a complex market.
Suitability
Best suited for long-term investors seeking real estate income who are comfortable with sector-specific risks and the higher fees of an active product.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Real estate prices fluctuate based on economic cycles and interest rate changes. |
| Market risk | High | The fund is directly exposed to the performance of the broader real estate market. |
| Concentration | Medium | Exposure is concentrated within the real estate and real asset industry. |
| Tracking/expense | Medium | Higher expense ratios compared to passive funds create a performance drag. |
| Liquidity | Medium | Some underlying REIT holdings may experience liquidity constraints during market stress. |
| Business/sector quality | Medium / high | Dependence on the financial health of underlying REIT tenants and managers is significant. |
Risk Analysis
Volatility
RLTY exhibits moderate to high volatility typical of REIT-focused funds which react sharply to changes in interest rate expectations.
Market Risk
The primary risk is interest rate sensitivity, as REITs serve as interest-rate-sensitive assets, alongside general economic cycles that influence occupancy and rent.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Equity REITs | 65 | These holdings represent ownership in various property types like residential, industrial, and retail real estate. |
| Fixed-income type | Real Estate Preferred Securities | 25 | Preferred securities provide a higher income stream compared to common stock, though they often trade more like bonds. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Cash holdings are maintained for liquidity needs and tactical investment opportunities. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
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 09/11/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 12, 2026
Fund Basics
| Metric | Value |
|---|---|
| Issuer | Cohen & Steers Capital Management, Inc. |
| Expense Ratio | 0% |
| Inception | Feb 24, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +7.67% |
| 1 Year | +2.47% |
| 3 Year | +12.09% |
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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