Form D · REITS and Finance

Cohen & Steers Income Opportunities REIT, Inc.

New York, NY · CIK 0001939433

Offering snapshot reported Oct 28, 2026 · SEC filing

Reported sold
$15.6M
Indefinite offering
Investors reported
108
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 2, 2026
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 108

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 28, 2026Amendment$15,638,757No comparison108SEC filing
May 29, 2026InitialYet to sellNo comparison0SEC filing
Mar 20, 2026Amendment$259,120,101$35,120,101vs Mar 12, 2025128SEC filing
Dec 29, 2025InitialYet to sellNo comparison0SEC filing
Oct 30, 2025InitialYet to sellNo comparison0SEC filing
Mar 12, 2025Amendment$224,000,000$3,000,000vs Mar 14, 2024115SEC filing
Mar 14, 2024Amendment$221,000,000$57,950,000vs Mar 15, 2023107SEC filing
Mar 15, 2023Initial$163,050,000No comparison35SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$55.4K
Finders' fees
$0
Form D file number
021-562615

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Rockefeller Financial LLC291361Rockefeller Financial LLC · CRD 291361

Source: Form D, filed Oct 28, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
James S. Corl Executive
Anthony M. Corriggio Executive
Joseph M. Harvey Director
Brian W. Heller Executive
Arjun Mahalingam Executive
Francis C. Poli Executive
Dana Roffman Director
Robert H. Steers Director
John W. Thiel Director
W. Edward Walter Director

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
1166 Avenue Of The Americas 30 Th Floor
New York, NY, 10036