Cohen & Steers Real Estate Opportunities & Income Fund (NYSE: RLTY) is a closed-end management investment company that seeks to provide total return through a combination of current income, capital appreciation and capital gains. The fund pursues its objectives by investing primarily in publicly traded real estate investment trusts (REITs) and other real estate securities. It may also allocate a portion of its assets to preferred equity, real estate operating companies and debt instruments when market opportunities arise.
The fund’s portfolio spans a wide range of property sectors, including office, industrial, retail, residential and specialized real estate such as healthcare and lodging. While the majority of its holdings are in U.S. securities, RLTY may complement domestic exposure with carefully selected international real estate investments in developed markets. The fund employs financial leverage within limits prescribed by its investment policies to enhance income potential and total return.
RLTY is managed by Cohen & Steers Capital Management, Inc., a firm founded in 1986 that specializes in real assets and real estate securities. Portfolio decisions are guided by a team of real estate research analysts and experienced portfolio managers who conduct bottom‐up security selection alongside top‐down market analysis. The fund’s approach combines rigorous fundamental research with a disciplined risk management framework.
Trading on the New York Stock Exchange, Cohen & Steers Real Estate Opportunities & Income Fund offers investors a liquid vehicle for accessing a diversified portfolio of real estate securities. By drawing on the firm’s specialized expertise and global real estate research capabilities, RLTY aims to deliver attractive income streams and long-term growth potential within a single investment vehicle.
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