At the beginning of 2024, we predicted a rebound in real estate. RLTY earned a Strong Buy rating in June, driven by shifting interest rate sentiment and a discount to net asset value compared to peers. RLTY shares appreciated over 25% since June, outperforming the broader market and VNQ.
What kind of retirement do you envision? One marked by fears of outliving your savings, or one marked by an abundance of income? The Income Method aims to ensure your portfolio supports a lasting retirement and beyond. We discuss our top picks offering +8% yields to enable a retirement of abundance.
The REIT rebound is in full swing, with likely rate cuts in the next six months. RLTY is one of four REIT focused CEFs from CNS, but has underperformed since launch in 2022. We explore key differences against the other funds in the lineup and why RLTY may outperform ahead.
Cohen & Steers Real Estate Opportunities and Income Fund is a high beta closed-end fund that focuses on REIT equities and has a 30% fixed income sleeve. The fund's portfolio is concentrated, with its top five holdings making up over 27% of the fund, while the top-10 holdings represent 44% of the CEF. RLTY has outperformed its leveraged CEF and unleveraged ETF competitors in the past year, but it also has the highest beta and can experience significant drawdowns in down markets.