RFI News and Press, Cohen & Steers Total Return Realty Fund Inc. From 11/23/21

In our "State of the REIT Sector" report, we analyze recently-released NAREIT T-Tracker data to review high-level REIT fundamentals over the past quarter through a series of charts. REITs are no longer cheap, but premium valuations have revived the "animal spirits" and sparked a much-...

Out of Stock: The red-hot industrial property market - "ground zero" of supply-chain shortages - continues to ride a historic demand-supply imbalance as businesses scramble to build out supply resiliency. Industrial REITs - which recorded the strongest dividend and FFO growth of any r...

The Data Center REIT sector has been substantially and rapidly transformed as the three largest data center portfolio acquisitions in history have been announced in just the past several months. We predicted an impending M&A boom but expected Digital Realty and Equinix to scoop up...

Over the past 2 years, we have mostly talked about the pandemic and how it affects real estate investments. But we shouldn’t forget that there are many other trends that will shape the real estate market over the coming decade. Today’s article discusses some of the b...

Renters across the nation should prepare for a rude surprise. Residential rents continue to soar at the fastest pace on record with double-digit percentage increases on both new leases and renewals. Riding this rental growth surge, Apartment REITs - which lagged early in the pandemic ...

Mall revival or dead cat bounce? Three mall REITs that survived the pandemic - Simon, Tanger, and Macerich - have doubled in value this year on signs of stabilizing fundamentals. While lower-tier malls continue to face nearly insurmountable secular challenges, occupancy rates and rent...

RFI is an unleveraged REIT CEF. It is a relatively safe, high-quality fund, but trades with a 9.0% premium to NAV. An overview of the fund follows. For further details see: RFI: Fantastic REIT CEF, But Not A Buy At These Levels

U.S. equity markets advanced for the fifth-straight week as encouraging employment data, dovish Federal Reserve commentary, and surprising election results powered the major averages to fresh record highs. Closing the week on a seven-day winning streak, the S&P 500 gained 2.0...

Cohen & Steers Announces Chief Executive Officer Succession Cohen & Steers Announces Chief Executive Officer Succession Effective March 1, 2022, Joseph M. Harvey will succeed Robert H. Steers as CEO PR Newswire NEW YORK , Nov. 4, 2021 /PRNewswire/...

The recent run higher in the Sharpe ratio for the Global Market Index finally reversed in October. Risk-adjusted performance has slipped, but GMI's rebound in October lifted it to a new record high. GMI is useful as a baseline to begin research on asset allocation and portfolio de...