102935005 : I think market is forward looking. impending rate cuts would likely mean lower financing cost and better returns in the longer term. market would've priced in the rate cut by the time rates come down

102935005 : near term would not make a difference to be honest. most contracts are locked for 2years or more. in fact as long as they drop rates by 2025 should be favourable when renewal is due

102935005 DividendKopiOP: I think reits is probably one of the least risky asset class. everything is locked into contracts, no big fluctuations, interest drops people pay less for mortgage more money to spend at malls. the only real risk I would think is if the building gets bombed or collapses due to structural issues, prices generally do not have huge fluctuations as compared to other dividend counters like banks.