secwatch.observer — SEC 8-K summary ====================================== Issuer: Cohen & Steers Income Opportunities REIT, Inc. (—) CIK: 0001939433 Form: 8-K Filed at: 2025-09-11T23:59:59+00:00 Accession: 0001939433-25-000126 Event type: other Sentiment: neutral Materiality: 0.55 Item codes: 1.01, 5.03, 8.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Cohen & Steers Income Opportunities REIT introduces five new share classes and caps expenses at 0.50% of net assets -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1939433/000193943325000126/0001939433-25-000126-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1939433/000193943325000126/cnsreit-20250909.htm HTML page: https://secwatch.observer/filing/0001939433-25-000126 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer