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Cohen & Steers Q1 2025: Diverging Views on REITs, Preferred Stocks, and ETF Strategies

Earnings DecryptSunday, Apr 20, 2025 2:43 am ET
2min read
These are the key contradictions discussed in Cohen & Steers's latest 2025Q1 earnings call, specifically including: Investor Interest in U.S. REITs, Interest in Preferred Stock Strategies, and the Approach to Active ETFs and Private Real Estate Strategies:



Revenue and Asset Management Trends:
- cohen & steers reported revenue of $133.8 million for Q1 2025, a decrease from the previous quarter, with an effective fee rate of 59 basis points.
- The decrease in revenue was primarily due to lower average assets under management (AUM) and lower day count compared to the prior quarter.

Asset Under Management Fluctuations:
- Ending AUM increased to $87.6 billion as of Q1 2025, up from $85.8 billion at the prior quarter end, driven by net inflows and market appreciation.
- The increase in AUM was despite institutional outflows, which were anticipated, and a substantial unfunded pipeline decline due to market conditions.

Investment Performance and Strategy Focus:
- 81% of Cohen & Steers' AUM outperformed the benchmark in Q1, with 92% of open-end fund AUM rated four or five stars by morningstar.
- The focus on real assets and infrastructure strategies is gaining momentum, driven by attractive valuations and macroeconomic factors like tariffs and inflation.

Institutional Advisory and Wealth channel Dynamics:
- Institutional advisory experienced $108 million net outflows, while the wealth channel led firm-wide net inflows for the past three quarters, totaling $222 million in Q1.
- The wealth channel's inflows are driven by strong investment performance, brand recognition, and client relationships, particularly in global listed infrastructure and open-end funds.

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CrimsonBrit
04/20
Cohen & Steers' strategy seems on point. ETFs, international markets, and real assets are the way to go.
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maxckmfk
04/20
@CrimsonBrit What’s your take on preferred stocks? Do you think they’re still worth the risk?
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Nichix8
04/20
Diversification is key. REITs might shine if recession hits. I'm holding $AAPL too, just in case.
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HotAspect8894
04/20
Tariffs might hit, but listed real assets could be a safe bet. Not bad for a rainy day portfolio.
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CrimsonBrit
04/20
Tariffs could lead to stagflation. Real assets like REITs might offer stability. Investors should keep an eye on global trends.
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throwaway0203949
04/20
Cohen & Steers' ETFs could be a game-changer.
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Ok-Razzmatazz-2645
04/20
@throwaway0203949 Do you think ETFs are the future?
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PikaZoz123
04/20
Cohen & Steers diving into ETFs? Smart move. More access points mean more growth opportunities.
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Jazzlike-Check9040
04/20
@PikaZoz123 Smart move, ETFs offer liquidity.
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_punter_
04/20
Holding some $AAPL and $TSLA, but diversifying with REITs. Steady gains without all the tech drama.
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Calm-Phase-7210
04/20
@_punter_ How long you been holding $AAPL and $TSLA? Curious if you got any top picks in the REIT sector.
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Cannannaca
04/20
Strong performance, but watch out for tariff storm clouds.
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Euro347
04/20
Real estate and preferreds demand is up. Seems like old-school investing is making a comeback.
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ev00rg
04/20
@Euro347 What do you think about REITs now?
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DoU92
04/20
$1.2B AUM in offshore wealth? These guys know how to tap into international mojo.
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Excellent_Chest_5896
04/20
Cohen & Steers' ETFs are a game-changer. Accessible to a wider market, and early inflows look promising. 🚀
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Head_Product412
04/20
Diversification is key; REITs might shine in tough times.
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BranchDiligent8874
04/20
Stagflation fears are real. Glad I've got a mix of growth and stable assets. Keeps the portfolio balanced.
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vivifcgb
04/20
Strong inflows in global listed infrastructure, but outflows in U.S. REITs? Investors are fickle, huh? 🤔
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Sjgreen
04/20
81% AUM outperforming? That's a solid scorecard. Betting on diversity pays off.
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Roneffect
04/20
@Sjgreen Solid scorecard, but watch out for market swings.
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