Cohen & Steers has launched Real Assets Compass, an interactive tool to help focus on real estate allocations.
It aims to help financial advisors and institutional investors improve portfolio risk-return profiles. Using the firm’s Capital Market Assumptions for the next 10 years with 30 years of historical data, the Real Assets Compass compares historical and expected returns and volatility of traditional portfolios of only stocks and bonds with those of a more diversified portfolio of stocks, bonds, and listed and private real estate.
Cohen & Steers believes that many investors are under-allocated to real estate despite the well-documented benefits of the asset class, including its strong performance and potential to enhance risk-adjusted returns. These investors include those across a range of profiles, from self-directed investors to those investing with financial advisors or family offices.
Cohen & Steers’ analysis, utilized in the Real Asset