Closed-end funds that invest in real estate companies
7 of the 361 U.S. closed-end funds we cover invest in real estate companies.
They are run by 5 firms; the largest are Cohen & Steers (3), CBRE (1) and Neuberger Berman (1).
None of the investors we follow is pushing for changes at any of them right now.
Yearly costs run from 0.9% to 4.9%.
7 funds
Sort by: name · yearly cost · borrowing · size
- IGR - CBRE Global Real Estate Income Fund
Run by CBRE. Invests in real estate companies. Costs 3.8% a year. Borrows 32%. - RQI - Cohen & Steers Quality Income Realty Fund
Run by Cohen & Steers. Invests in real estate companies. Costs 3.5% a year. Borrows 29%. - RLTY - Cohen & Steers Real Estate Opportunities & Income Fund
Run by Cohen & Steers. Invests in real estate companies. Costs 4.6% a year. Borrows 33%. - RFI - Cohen & Steers Total Return Realty Fund
Run by Cohen & Steers. Invests in real estate companies. Costs 0.9% a year. Does not borrow. - NRO - Neuberger Real Estate Securities Income Fund
Run by Neuberger Berman. Invests in real estate companies. Costs 3.1% a year. Borrows 25%. - JRS - Nuveen Real Estate Income Fund
Run by Nuveen. Invests in real estate companies. Costs 3.4% a year. Borrows 29%. - PGZ - Principal Real Estate Income Fund
Run by Principal. Invests in real estate companies. Costs 4.9% a year. Borrows 31%.
Details: the same funds as a table
| Fund | Yearly cost | Borrowing | Size |
|---|---|---|---|
| IGR - CBRE Global Real Estate Income Fund | 3.8% | 32% | $693 million |
| RQI - Cohen & Steers Quality Income Realty Fund | 3.5% | 29% | $1.8 billion |
| RLTY - Cohen & Steers Real Estate Opportunities & Income Fund | 4.6% | 33% | $287 million |
| RFI - Cohen & Steers Total Return Realty Fund | 0.9% | none | $316 million |
| NRO - Neuberger Real Estate Securities Income Fund | 3.1% | 25% | $212 million |
| JRS - Nuveen Real Estate Income Fund | 3.4% | 29% | $267 million |
| PGZ - Principal Real Estate Income Fund | 4.9% | 31% | $75.3 million |