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Cohen & Steers Real Estate Securities Fund Triumphs at LSEG Lipper Performance Awards

Cohen & Steers, Inc. recently announced a significant achievement: its Real Estate Securities Fund (CSZIX) has won the prestigious 2025 LSEG Lipper Fund Award. This accolade underscores the fund's consistent performance over the past decade, particularly in a turbulent economic landscape marked by rising interest rates and persistent inflation.

A Decade of Excellence in Fund Management

The LSEG Lipper Fund Awards, recognized for highlighting exceptional risk-adjusted performance among funds, have honored Cohen & Steers for ten consecutive years. During this period, the Real Estate Securities Fund stood out among 136 competitors within the real estate category for its impressive returns relative to risk. Jason Yablon, the Head of Listed Real Estate at Cohen & Steers, expressed the firm's pride in this achievement, emphasizing their commitment to providing investors with fruitful opportunities in listed real estate. He noted that given the current macroeconomic environment, strategic allocations in this asset class should be strongly considered by investors.

Strategic Allocations in Real Estate

Cohen & Steers has strategically positioned itself in a market that is evolving due to higher interest rates and sustained inflation. Investing in listed real estate can provide stability and yield benefits during such uncertain times. The firm believes that real estate continues to present notable opportunities for active management due to its unique market dynamics and potential for capital appreciation.

Though the Real Estate Securities Fund was closed to new investors in 2019, it remains accessible to current shareholders, participants in qualifying retirement plans, and certain discretionary models supported by intermediaries. Moreover, Cohen & Steers has developed a variety of other investment options, including exchange-traded funds (ETFs) and mutual funds. These offerings include two flagship mutual funds: the Cohen & Steers Realty Shares (A CSJAX; I CSJIX) and the Cohen & Steers Institutional Realty Shares (CSRIX), which continue to cater to broader investor demand for real estate options.

About Cohen & Steers

Founded in 1986, Cohen & Steers has established itself as a prominent global investment management firm specializing in real assets and alternative income. This includes a focus on both listed and private real estate, preferred securities, infrastructure, resource equities, and more. Headquartered in New York City, the firm has expanded its reach with offices in major financial hubs such as London, Dublin, Hong Kong, Tokyo, and Singapore. The company’s diversified portfolio is tailored to meet the investment needs of both individual and institutional clients.

Understanding LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards recognize funds and fund firms that have excelled in delivering solid performance consistently over time. The awards are grounded in an objective assessment based on the Lipper Leader for Consistent Return rating. This comprehensive rating evaluates funds' risk-adjusted performance over various timeframes, including 36, 60, and 120 months. The fund within each classification that holds the highest effective return value is awarded this honor.

As investors navigate through economic fluctuations, it’s crucial to consider the inherent risks associated with investing in real estate securities, which mirror those of direct real estate investments. This comprises the possibility of declining property values, financing challenges, and external economic pressures that affect market performance.

In conclusion, as Cohen & Steers celebrates this well-deserved recognition, it continues to strive towards innovation in investment strategies, ensuring their offerings remain relevant and attractive amidst ever-changing market conditions.