Positive Vaccine Developments Unlocking Opportunities and Income in 2021: REITs and Preferred Securities – Cohen & Steers – 1.26.21

Overview:
Title: Positive Vaccine Developments Unlocking Opportunities and Income in 2021: REITs and Preferred Securities
Date: Tuesday, January 26, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

In today’s yield-scarce environment, investments that provide tax-advantaged income can be an attractive solution for building wealth. Hear from our leading Portfolio Managers of our U.S. Real Estate and Preferred Securities teams as they explore the tax-efficient nature of these asset classes. 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

Speakers:
William Scapell, CFA William Scapell, CFA Head of Fixed Income and Preferred Securities Cohen & Steers

William Scapell, CFA, Executive Vice President, is Head of Fixed Income and Preferred Securities and a senior portfolio manager for the firm’s preferred securities portfolios. He has 28 years of investment experience. Prior to joining Cohen & Steers in 2003, Mr. Scapell worked in the fixed income research department at Merrill Lynch, where he was their chief strategist for preferred securities for three years, and a vice president in corporate finance and treasury department for two years. Previously, he held bank supervision and monetary policy roles at the Federal Reserve Bank of New York for five years. Mr. Scapell holds a BA from Vassar College and an MA from Columbia University’s School of International and Public Affairs. He is based in New York.
Jason Yablon Jason Yablon Senior Portfolio Manager, U.S. Real Estate Cohen & Steers

Jason A. Yablon, Senior Vice President, is a senior portfolio manager for U.S. real estate securities portfolios. He has 21 years of experience. 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.
Brian Cordes, CAIA Brian Cordes, CAIA Head of Portfolio Specialist Group Cohen & Steers

Brian Cordes, CAIA, Senior Vice President, is the head of Cohen & Steers’ Portfolio Specialist Group, which represents the company’s investment teams in interactions with institutional and retail clients. He has 22 years of experience. Prior to joining Cohen & Steers in 2012, Mr. Cordes was a product manager at Columbia Management. Previously, he was with New York Life Investment Management and Morgan Stanley Dean Witter. Mr. Cordes has a BS from Rider University and is based in New York.