Cohen & Steers Income Opportunities REIT

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Value-oriented non-listed REIT designed to provide attractive total return from properties in long-term growth markets, attractive current income with potential tax advantages and enhanced liquidity and return potential from an actively managed listed real estate allocation.

• Category

  Growth and Income

  Type of fund

• Asset Class

  Real Estate

  Focus of this fund

• Fund Type

  Tender Offer

  Structure of this fund

• Performance - Last Year

  12.7%

  Most recent four quarters

• Performance - Last 2 Years

  12.5%

  Annualized over 24 months

• Performance - Last 3 Years

  9.8%

  Annualized over 36 months

• Treeview Minimum

  25000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  1000000

  Minimum investment without using an advisor

• Expense Fee Discount

  37

  Annual fund expense savings as a Treeview Capital client

• Fund Research

  Open Fund Website

  Information published by fund manager

Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.