Cohen & Steers Income Opportunities REIT introduces five new share classes and caps expenses at 0.50% of net assets

Cohen & Steers Income Opportunities REIT, Inc.

Advisor caps Specified Expenses at 0.50% of net assets (annualized) until Dec 31, 2026 or NAV reaches $750M.
Company authorized 3.448 billion total shares; 548 million new shares across Class B, R-I, R-S, M-I, M-S.
Board adopted a distribution reinvestment plan (DRIP) covering all share classes, superseding prior plans.
Share repurchase plan amended to include new share classes and updated governance.
Advisor may recoup waived expenses within three years if Specified Expenses fall below 0.50% cap.

Key facts

Extracted from this filing and checked against the source text.

Governance Changes SEC 8-K Item 5.03/5.05/5.06 confidence 0.9

Cohen & Steers Income Opportunities REIT, Inc.: Filed Articles of Amendment to increase authorized shares of capital stock and common stock, and Articles Supplementary to designate new share classes (Class B, R-I, R-S, M-I, M-S) (effective 2025-09-09).

Change: charter amendment
Effective: 2025-09-09

Exact text from the filing

In connection with the designation and offering of the New Share Classes, on September 9, 2025 , the Company filed Articles of Amendment (the “Articles of Amendment”) to its charter with the Maryland State Department of Assessments and Taxation (“SDAT”) to increase the number of shares of capital stock that the Company has authority to issue to 3,448,000,000 and the number of shares of common stock, par value $0.01 per share, that the Company has authority to issue to 3,348,000,000.

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Source: SEC EDGAR

accession 0001939433-25-000126

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