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40 Years: From REITs to Real Assets

At the Cohen & Steers Investor Conference, founders Marty Cohen and Bob Steers discussed the firm’s founding, how the pair worked together, and how what began in U.S. listed real estate has expanded into global real estate, global listed infrastructure, natural resource equities, private real estate and multi-strategy real assets solutions, as well as alternative income strategies, such as preferred securities.

Why the consensus approach to energy investing is flawed

Why active management matters in energy markets

Energy strategies in recent years have largely taken a binary approach to investing—either all “traditional” or all “alternative”—leading to concentrated and potentially volatile portfolios. But there’s a growing recognition of the merits of a balanced, active strategy combining both forms.

The energy buildout: 5 investment themes in a power-hungry world

Rising energy consumption is creating a broad and complex opportunity set for investors. No single fuel or technology can meet the world’s needs alone, elevating the importance of a diversified, flexible approach.

The reality of energy addition

While market share will continue to grow for alternative energy, we remain in a “more of everything” environment, which is creating attractive investment opportunities across the energy landscape.

Era of scarcity and the coming super cycle in natural resources

At the Cohen & Steers Investor Conference, Bob Brackett, Head, Americas Energy & Transition at Bernstein joined Cohen & Steers Head of Natural Resource Equities Tyler Rosenlicht to discuss the coming supercycle in natural resources.

Seizing the real assets opportunity

Across the globe, our clients are looking for expertise and comprehensive solutions to manage real asset portfolios. At the Cohen & Steers Investor Conference, Senior Portfolio Specialist Michelle Butler spoke with Head of Multi-Asset Solutions Jeff Palma and Head of Real Assets Multi-Strategy Vince Childers, CFA about the generational opportunity arising in real assets.

Data centers, energy and infrastructure powering the AI surge

It is clear that AI has the potential to massively disrupt the global economy. But what does that mean for power demand, and how should investors think about the infrastructure powering this disruption?

Three themes in preferred securities today

Rapidly shifting narratives and geopolitical disruption highlight preferred securities’ role as a high-quality, stable source of income

Three themes in hybrid credit securities today

Rapidly shifting narratives and geopolitical disruption highlight hybrid credit's role as a high-quality, stable source of income

The case for real assets

Real assets—including real estate, infrastructure, commodities and resource equities—may offer an effective solution amid inflation and valuation risks.

The tax advantages of real estate investing

REITs have a history of attractive distributions before and after taxes.

Strong foundations: The case for listed real estate

Listed real estate offers access to high-quality assets with strong growth potential, providing an efficient, liquid vehicle for investors seeking the unique benefits of real assets.

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