Cohen & Steers Total Return Realty Fund: The Fund's Lack Of Leverage Is Paying Off

Cohen & Steers Total Return Realty Fund: The Fund's Lack Of Leverage Is Paying Off. The fund uses no leverage and has performed similarly over long-time horizons. As rates remain higher for longer, RFI's relative performance is poised to improve.

Weekly Report: what happened at RFI last week (0408-0412)?

Here We Go Again

How To Invest $100,000 Today With Peace Of Mind

The SWAN (Sleep Well At Night) strategy aims to achieve high-income, market-matching growth while minimizing volatility and draw-downs. The strategy outperformed the S&P 500 over the past 16 years with nearly half the draw-down. For retirees and older investors, hedging may be important to avoid negative returns.

Weekly Report: what happened at RFI last week (0401-0405)?

A Crude Problem

Investing In Real Estate Through REITs

Real estate investment through REITs is popular because they distribute generous dividends and are easy to understand. Real estate brings great diversification to your portfolio. The Dividend Guy says real estate is a great sector to start with if you want to invest in real estate.

VNQ: Portfolio Holding Shifts Improve This ETF [Upgrade]

Vanguard's Real Estate Index presents a Strong Buy opportunity in the beaten-up real estate sector. Lower interest rates and potential future rate cuts could serve as catalysts for VNQ's price growth. Portfolio shifts towards data center and industrial REITs are beneficial for the index's price recovery.

Weekly Report: what happened at RFI last week (0325-0329)?

Bumpy Landing Ahead

U.S. Equity markets posted a second-straight weekly gain. The S&P 500 advanced 0.4% this week to push its quarterly gain to over 10%. Real estate equities were also among the leaders this week as M&A developments indicated public REITs may be poised to become aggressive on the external growth front. Global equities posted their strongest first-quarter of performance in five years.

7-Funds Portfolio With $6,500 Monthly Income: Income Series

Home Investing Strategy Fixed Income Analysis 7-Funds Portfolio With $6,500 Monthly Income: Income Series. This article is for income investors who want to keep things simple and balanced. With this portfolio of seven funds, you can generate $6,.500 monthly, with a portfolio of one million dollars.

Press Release: Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a)

Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) of the IRS. The Fund's managed distribution policy seeks to deliver the Fund's long-term total return potential through regular monthly distributions. The monthly distribution to be paid on March 28, 2024 and cumulative distributions paid fiscal year-to-date.

Press Release: Cohen & Steers Total Return Realty -2-

This press release and other statements may contain forward looking statements. Such forward-looking statements are subject to various risks and uncertainties. The company undertakes no obligation to publicly update or review any such statements. Cohen & Steers is a leading real estate investment firm.

State Of REIT Nation: Not Out Of The Woods, Yet

Two years of persistent rate-driven pressure on commercial and residential real estate markets appears to be easing in 2024. Commercial property values have now declined over 20% nationally and nearly 40% in some segments. Hoya Capital's State of the REIT Nation analyzes the recently released NAREIT T-Tracker data.

Cohen & Steers Total Return Realty declares $0.08 dividend

Weekly Report: what happened at RFI last week (0318-0322)?

Dovish Decisions

U.S. Equity markets advanced this week while benchmark interest rates retreated after the Fed reiterated its rate cut path in 2024. Rebounding after two straight weeks of declines, the S&P 500 rallied 2.2% this week and extended its year-to-date gains to over 10%. Real estate equities posted mixed performance as a rebound from rate-sensitive names was offset by weakness from data center REITs.

Press Release: Cohen & Steers Closed-End Funds Declare Distributions for April, May, and June 2024

Cohen & Steers Closed-End Funds Declare Distributions for April, May, and June 2024. The funds pay regular monthly cash distributions to common shareholders. The amount of monthly distributions may vary depending on the amount of the fund's assets and market conditions. The monthly distributions will be made on the following schedule.

Weekly Report: what happened at RFI last week (0311-0315)?

Insidious Inflation

U.S. Equity markets declined for a second straight week as benchmark interest surged to the cusp of three-month highs. The S&P 500 declined by 0.4% this week. Real estate equities- the most "Fed-sensitive" segment of the economy- were slammed. The REIT Index tumbled 2.9% on the week.