Cohen & Steers

We believe the market cycle is turning in favor of listed #REITs and see three key proof points supporting this view. Read more about why we believe we’re entering a new market regime for REITs.

Head of Multi-Asset Solutions Jeffrey Palma, DBA joined InvestmentNews’ IN the Nasdaq to discuss our 2024 Capital Market Assumptions, volatility in the current macroeconomic environment and how rate cuts are expected to impact #realassets’ performance. Watch here: https://bit.ly/4dXveRM

We are pleased to join the SMArtX platform and bring our strategies to more advisors. Learn more about SMArtX Advisory Solutions below. Disclosure: SMArtX receives fees from clients to implement investment models provided by Cohen & Steers.

Global Listed Infrastructure Portfolio Manager Chris DeNunzio spoke with FundFire Alts about opportunities within the #energy market given increased demand and how these opportunities are materializing within #listedinfrastructure as well. Read more: https://bit.ly/4fR91qa 

Head of Natural Resource Equities Tyler S. Rosenlicht recently joined Bloomberg Intelligence to discuss the future of #energy investing including drivers of increased global energy demand and opportunities within traditional and alternative energy. Watch here: https://bit.ly/3M3jP6Y

Head of Real Estate Strategy & Research Richard Hill joined Investment Executive’s Soundbites podcast to discuss listed #REIT performance in 2024 and why we expect positive returns from the asset class this year across various economic scenarios. He also discusses opportunities ahead in next generation property types and why he believes #commercialrealestate is positioned positively over the long-term despite higher rates and inflation. Listen here: https://bit.ly/3YAZyNO

Senior Portfolio Specialist Michelle Butler spoke with Portfolio Adviser about how a diversified real assets allocation may benefit investors in the new macroeconomic regime characterized by higher interest rates and inflation compared to the previous decade. Watch here: https://bit.ly/3SEjZVY

Head of Listed Real Estate Jason Yablon recently spoke with Barron's to discuss the opportunities he sees in listed #REITs as the Fed prepares to potentially cut interest rates later this year, including opportunities within data centers, senior housing, single family rental and cell towers. https://bit.ly/4c88P2U

Congratulations to Lineage on their $5.1 billion IPO, the largest IPO of the year and the largest IPO in #REIT history. As an early, pre-IPO investor in private shares of Lineage, Cohen & Steers recognized Lineage’s potential to transform the cold-storage industry and significantly enhance the food supply chain. Four years later, our expectation for the company’s favorable growth potential continues and we are proud to partner with Lineage as they continue to reshape and rethink temperature controlled storage. Disclosure: There is no guarantee Cohen & Steers will invest in private companies that will be offered publicly, that any such offering will be successful or profitable, or that the capital markets for publicly traded real estate will continue to function or perform well in the future. Investing involves risk of loss.

On this month’s Real Estate Reel, we’re digging into everyone’s favorite question: what about office? Let’s take a closer look at #office as a percentage of #commercialrealestate, bank exposure to office and office fundamentals. https://bit.ly/3Ys7cKm