Closed-end management investment company investing in real estate securities to generate income and capital appreciation.
Cohen & Steers Real Estate Opportunities & Income Fund, managed by Cohen & Steers Capital Management, Inc., operates as an open-end balanced mutual fund focused on investments in global public equity and fixed income markets. Launched with the aim of capitalizing on opportunities within the real estate sector, the fund invests in a diversified portfolio that includes both equity and fixed income securities. In terms of equity holdings, Cohen & Steers Real Estate Opportunities & Income Fund targets companies across financials, diversified financials, mortgage real estate investment trusts (REITs), and other real estate sectors. It employs a strategic mix of direct investments and derivatives such as options to optimize its portfolio composition.
The fund's investment strategy emphasizes a blend of growth and value stocks, spanning various market capitalizations. Additionally, for its fixed income segment, Cohen & Steers Real Estate Opportunities & Income Fund focuses on fixed income securities that may include those rated below investment grade. The fund's approach combines fundamental analysis with a bottom-up securities selection process, leveraging proprietary research to identify opportunities and manage risk effectively. This methodology underscores its commitment to delivering competitive returns while navigating the complexities of global financial markets.
Established on February 23, 2022, Cohen & Steers Real Estate Opportunities & Income Fund is domiciled in the United States. With a clear mandate to capitalize on real estate investment opportunities across different sectors and geographies, the fund serves as a strategic vehicle for investors seeking exposure to both equity and fixed income securities within the broader real estate market. Its structured approach and disciplined investment philosophy position it to adapt to market fluctuations and capitalize on emerging trends in the global economy.