William Scapell, CFA, Head of Fixed Income and Preferred Securities, Jason Yablon, Senior Portfolio Manager, U.S. Real Estate and Brian Cordes, Head of Portfolio Specialist Group at Cohen & Steers discuss 2021 key market drivers and how advisors can leverage tax-advantaged income strategies to achieve client goals.
Today’s advisors face persistently low interest rates, potential tax hikes, and lingering questions surrounding COVID-19’s long-term economic impact. Cohen & Steers’ actively managed tax-advantaged solutions, including REITs and preferred securities, aim to provide targeted access to tax-efficient income across the asset classes.
Cohen & Steers is a global investment manager focused on delivering diversified access to alpha, income and real assets. Founded in 1986, Cohen & Steers was one the first investment managers to focus their practice around the emerging opportunity around real estate securities. Overtime, the firm expanded it offering, establishing investment teams all around the world. Today, Cohen & Steers manages nearly $80 billion in assets and delivers a robust lineup of investment strategies including: Real Estate Securities, Global Listed Infrastructure, Preferred Securities, Real Assets, Midstream Energy, Natural Resource Equities, and commodities.
To learn more, register and watch Cohen & Steer’s webcast: Positive Vaccine Developments Unlocking Opportunities and Income in 2021: REITs and Preferred Securities.
Key discussion points include:
- Positive implications of the vaccine and catalysts driving REIT performance in 2021
- How preferred securities can offer attractive after-tax income while complementing other fixed income strategies
- How current market dynamics benefit active management, allowing investors to capitalize on shifting opportunities and secular trends in these asset classes