RFI News and Press, Cohen & Steers Total Return Realty Fund Inc. From 04/21/22

Real estate earnings season kicks off this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Despite the historic surge in interest rates over the past quarter driven by expectations of Fed monetary ti...

Manufactured Housing REITs have emerged over the past decade from relative obscurity into several of the most well-run publicly-traded property owners in the world, but have uncharacteristically stumbled in early-2022. MH REITs are among the most interest-rate-sensitive property secto...

U.S. equity markets retreated on another choppy week as record-high inflation reports and surging commodities prices kept upward pressure on interest rates while corporate earnings season kicked off with mixed results. Finishing lower for a second-straight week, the S&P 500 declin...

Healthcare REITs - which were the weakest-performing property sector in 2021 - have been one of the top-performing REIT sectors in early 2022 as COVID headwinds finally begin to abate. After a decade of lackluster performance and strenuous portfolio repositioning, the long-awaited dem...

U.S. equity markets were broadly lower this past week amid an ongoing "bond rout" after minutes from the latest Fed meeting revealed an aggressive -perhaps combative - monetary policy posture. Snapping a three-week winning streak, the S&P 500 declined 1.2% on the week, but the sel...

Self-storage REITs- which delivered the most impressive rebound of any property sector throughout the pandemic- have built on their gains in early 2022 following a jaw-dropping 80% surge last year. Stumbling into the coronavirus pandemic with challenged fundamentals and an outlook for...

The expected risk premium for the Global Market Index ticked slightly higher in March to an annualized 5.8% pace, fractionally above last month’s estimate. Using short-term momentum and medium-term mean-reversion market factors (defined below) to adjust the forecast trims GMI&#...

U.S. equity markets advanced for the third-straight week as solid employment data relieved some immediate recession concerns, but kept the pressure on the Federal Reserve to maintain its hawkish pivot. Gaining for the third-straight week- but still positing its worst quarterly perform...

Pick any barometer of costs these days, and the story is the same: Prices are up - and in a dramatic fashion. The first thing that jumps out is the dismal performance of most asset classes during periods of low growth and high inflation - otherwise known as stagflation. A solid fo...

Cell Tower REITs - a perennial performance leader in the real estate sector - have uncharacteristically lagged this year, dipping into "bear market" territory for just the second time in history. Several factors are behind the recent cell tower slump including potential competition fr...