Unlocking Alpha in Real Estate: Why Active ETFs Make Sense – Cohen & Steers – 3.25.25

Overview:
Title: Unlocking Alpha in Real Estate: Why Active ETFs Make Sense
Date: Tuesday, March 25, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Active managers of listed real estate funds have a strong track record of outperforming passive strategies, capitalizing on market inefficiencies and return disparities to unlock alpha.

Three reasons to consider Active ETFs for real estate exposure:

  1. Active managers leverage an information advantage to outperform passive
  2. Limited analyst coverage creates market inefficiencies favoring REIT specialists
  3. Sector and country return disparities offer alpha opportunities for skilled investors

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Jason Yablon Jason Yablon Executive Vice President, Head of Listed Real Estate Cohen & Steers

Jason Yablon, Executive Vice President, is Head of Listed Real Estate and a senior portfolio manager for listed real estate securities portfolios and oversees the research process for listed real estate securities. Prior to joining Cohen & Steers in 2004, Mr. Yablon was a sell-side analyst at Morgan Stanley for four years, focusing most recently on apartment and health care REITs. Mr. Yablon has a BA from the University of Pennsylvania. He is based in New York.
Jim Shields Moderator: Jim Shields, CIMA®, Senior Vice President, National Sales Manager for the Wealth Management Consulting Group Cohen & Steers

Jim Shields, CIMA®, Senior Vice President, is National Sales Manager for the Wealth Management Consulting Group. He has over 30 years of industry experience. Prior to joining the firm in 2013, Mr. Shields was with Lord Abbett. Mr. Shields has a BS from the University of Dayton and holds the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania and the Investments & Wealth Institute (formerly IMCA). He is based in Columbus, Ohio.
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Important Disclosures

This material should not be relied upon as investment advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment. This material is not being provided in a fiduciary capacity and is not intended to recommend any investment policy or investment strategy or take into account the specific objectives or circumstances of any investor. Please consult with your investment, tax or legal professional regarding your individual circumstances prior to investing.

Asset allocation and diversification do not ensure a profit or protect against a loss. Investing in ETFs involves market risk and possible loss of principal. The Funds are actively managed, thus, achieving investment objectives will depend on the effectiveness of the portfolio manager. Investing involves risk, including entire loss of capital invested. There can be no assurance that the investment strategy will meet its investment objectives. Diversification is not guaranteed to ensure a profit or protect against loss.

Risks of Investing in Real Estate Securities
The risks of investing in real estate securities are similar to those associated with direct investments in real estate, including falling property values due to increasing vacancies or declining rents resulting from economic, legal, political or technological developments, lack of liquidity, limited diversification and sensitivity to certain economic factors such as interest rate changes and market recessions. Foreign securities involve special risks, including currency fluctuations, lower liquidity, political and economic uncertainties, and differences in accounting standards. Some international securities may represent small- and medium-sized companies, which may be more susceptible to price volatility and be less liquid than larger companies.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. Exchange traded fund summary prospectuses and prospectuses containing this and other information may be obtained by calling 1-866-737-6370 or visit our website at www.cohenandsteers.com. Read the prospectus or summary prospectus carefully before investing.

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Cohen & Steers is the investment manager of the fund. Cohen & Steers Capital Management, Inc, is the advisor to the fund. Foreside Fund Services, LLC and Cohen & Steers Capital Management, Inc, are not affiliated.

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