Cohen & Steers Real Estate Opportunities Fund (RLTY)
NYSE NYSE Primary NASDAQ (NMS) 
RLTY: 8.3% Yield And Continued Recovery With Declining Interest Rates
Cohen & Steers Real Estate Opportunities and Income Fund is a closed-end fund that invests in real estate companies, including REITs, and in fixed income and preferred securities. Even though the real estate sector has gained substantially in 2024, it still offers good value with the continued decline in interest rates in 2025 and a strong real estate sector outlook for 2025. RLTY offers a high-income yield of 8.3% and a moderate discount of over 5%. We would rate the fund as a 'hold' for existing owners.
RLTY: Underperforming RQI Due To Higher Leverage And Poor Distribution Coverage
Cohen & Steers Real Estate Opportunities and Income Fund operates as a closed-end fund that aims to provide total returns through its exposure to REITs. The dividend yield sits at 8.2% and distributions are paid out on a monthly basis. The price trades at a discount to NAV, and interest rate cuts may serve as a positive catalyst for growth.
RLTY: Real Estate Is Heating Up
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.
2 Strong Buys +8% Yield I Am Buying For My Retirement Portfolio
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.
RLTY: REIT CEFs Are A Buy Before The Fed Cuts Rates
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.
RLTY: High Beta Reit CEF, 9% Yield
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.
