Online Brokerage: REIT and Real Estate Mutual Funds Profile – Cohen & Steers Realty Shares Instl

By
Services for Real Estate Pros with Inheritance Capital Group, LLC

As you consider your real mutual fund estate and REIT investments, it is important to take a closer look at many of the offerings out there. This article will focus on Cohen & Steers Realty Shares Instl (CSRIX).

 

Fund Profile

  

Cohen & Steers Realty Shares Instl holds 605 million dollars in assets that are in the service and manufacturing sectors. There is a minimum investment of $3,000,000 to be a part of his fund that holds 51 stock assets.

  

Fund Performance and Ratings

  

Cohen & Steers Realty Shares Instl is moving up the ratings on the market. Now at a 4-star this is one of those funds that are going in the right direction. Currently it rates as an above average return and average risk investment avenue.

  

Where Does it Invest?

  

Cohen & Steers Realty Shares Instl focuses it's spending on stocks that are in the financial services and manufacturing sector. The majority of the assets are in the financial services sector (97.22%) with only a small portion in manufacturing (2.78%).

  

Who's in Charge?

  

Jon Cheigh is the manager of this fund. Cheigh is a senior vice president for Cohen & Steers. He is also the portfolio manager of their U.S. real estate securities portfolios. Cheigh joined the Cohen & Steers family in 2005. Prior to that time he spent time with Security Capital Research & Management as well as InterPark and Urban Growth Property Trust.

  

How does it Choose Investments?

  

The holdings in the Cohen & Steers Realty Shares Instl portfolio tend to be in the middle value market stocks, with the majority of their stock purchases being those that are in the value to blended fields. Since they are focused on stocks, there is more of a risk to this type of fund, but with wise purchases on the part of the fund, there is also opportunity for great growth.

  

What's in the Portfolio?

  

Among the entities in the Cohen & Steers Realty Shares Instl fund are Simon Property Group Inc, Public Storage, Vornado Realty Trust, Equity Residential, Boston Properties Inc, Federal Realty Investment Trust, Host Hotels & Resorts Inc, Regency Centers Corporation, Ventas Inc. and Nationwide Health Properties, Inc.

  

Adding to Your Portfolio

  

Cohen & Steers Realty Shares Instl is not for most investors. This is a fund that is more at the institutional level, requiring major capitol to buy into the fund ($3,000,000 minimum).

 

With that said, if you do have the funding for this type of investment, you should always make sure you make a well educated decision before making such a purchase. In this case you can analyze the fund more deeply and see return statements that help you gauge whether it is the right purchase for you through REITBuyer.com. REITBuyer.com is the first and only online brokerage that specializes in REITs and real estate mutual funds. That means not only can you buy and monitor your purchases through them, but you will also be able to get specialized research and news features that will keep you on the top of your investment market.

 

REIT Buyer.com, a full service online information resource dedicated to assisting investors who are interested in learning more about Real Estate Investment Trusts (REITs), Real Estate Mutual Funds and how to invest in them.  Visit http://www.reitbuyer.com to learn more.

 

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