IPO - Cohen & Steers Income Opportunities REIT, Inc.

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Form Type: S-11

Filing Date: 2025-07-17

Corporate Action: Ipo

Type: New

Accession Number: 000119312525160611

Filing Summary: Cohen & Steers Income Opportunities REIT, Inc. is seeking to register securities under the Securities Act of 1933, with a maximum offering of $3,000,000,000. The company primarily invests in high-quality, stabilized real estate assets in the United States and aims to qualify as a real estate investment trust (REIT) for federal income tax purposes. The offering includes eight classes of common stock with varying upfront selling commissions and ongoing distribution fees. During a defined Initial Founder Shares Offering Period, certain share classes are offered subject to minimum investment requirements, with specified rights for subsequent purchases by existing investors. The investment strategy highlights the focus on providing current income, but the document stresses the high degree of risk associated with the investment, including potential loss of principal and liquidity considerations. Cohen & Steers has committed to invest $125 million through the Advisor in Class P shares and Class I shares, while a share repurchase plan is adopted to provide liquidity for stockholders.

Additional details:

Maximum Offering: 3000000000


Principal Investment Strategy: high-quality, stabilized real estate assets


Investment Classes: Class T, Class S, Class D, Class I, Class F-T, Class F-S, Class F-D, Class F-I


Initial Investor Minimum: 2500


Class I Minimum Investment: 1000000


Advisor Commitment: 125000000


Risk Factor: high degree of risk regarding complete loss of investment


Share Repurchase Plan: subject to limitations and not guaranteed


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