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Upturn AI SWOT - About
Cohen & Steers Real Estate Opportunities and Income Fund (RLTY)
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Upturn Advisory Summary
10/29/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 27.18% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/29/2025 |
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 (RLI) was founded to provide investors with high current income and capital appreciation through investment in real estate securities. Details of the exact founding year are not immediately available without deeper research, but it has been publicly traded for several years and managed by Cohen & Steers Capital Management.
Core Business Areas
- Real Estate Securities: Investments primarily in real estate investment trusts (REITs) and other real estate-related companies. The fund leverages its expertise in selecting securities that offer strong income and potential capital appreciation.
Leadership and Structure
The fund is managed by investment professionals at Cohen & Steers Capital Management, with a team of experienced portfolio managers and analysts focusing on the real estate sector. Organizational structure focuses on leveraging in-depth sector expertise.
Top Products and Market Share
Key Offerings
- Closed-End Fund (RLI): A closed-end fund investing in REITs and real estate securities. Market share data specific to this fund's AUM versus all similar funds is not readily available, requiring specialized financial data services. Competitors include other closed-end funds focused on real estate.
Market Dynamics
Industry Overview
The industry involves publicly traded REITs and real estate securities. Market conditions are influenced by interest rates, economic growth, and real estate market fundamentals.
Positioning
RLI is positioned as a fund focusing on income generation and capital appreciation through strategic investment in the real estate sector. Its competitive advantage stems from its specialized focus and active management.
Total Addressable Market (TAM)
The TAM is the total market value of publicly traded REITs and real estate-related securities, which is substantial. RLI's position is as a specialized fund focusing on a subset of this market, aiming to outperform through active management.
Upturn SWOT Analysis
Strengths
- Specialized expertise in real estate securities
- Active management strategy
- Focus on income generation
Weaknesses
- Susceptibility to interest rate fluctuations
- Dependence on real estate market performance
- Management fees impact returns
Opportunities
- Growing demand for income-generating investments
- Expansion into new real estate sub-sectors
- Increasing allocations to alternative investments
Threats
- Economic downturns impacting real estate values
- Rising interest rates increasing borrowing costs
- Increased competition from other real estate funds
Competitors and Market Share
Key Competitors
- CLM
- RA
- RNP
Competitive Landscape
RLI competes with other closed-end funds and investment managers specializing in real estate securities. Its advantages and disadvantages are dependent on its investment strategy and performance relative to its peers.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on fund performance and investor demand for income-generating investments. Data can be found in financial reports.
Future Projections: Future growth projections are subject to market conditions and management's ability to generate returns. Analyst estimates are not readily available without subscription services.
Recent Initiatives: Recent initiatives would include portfolio adjustments and strategic investments within the real estate sector as highlighted in quarterly and annual reports.
Summary
Cohen & Steers Real Estate Opportunities and Income Fund (RLI) focuses on income through real estate securities. Its performance is tied to the real estate market and interest rates. Their success relies on adept management and security selection, needing vigilance against economic shifts. Despite potential market volatility and competition, RLI aims to capitalize on the increasing demand for income-generating investments.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Publicly available financial reports
- SEC filings
- Investment prospectuses
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Financial data is subject to change. Market share figures are estimates and may not reflect the complete market.
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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