RAT and MRA look cheap.
The concern of course is that the USD will continue to fall and the distributions will have to be reduced once the hedging has to be renegotiated.
Also concern that the credit market may adversely affect the trusts as they are geared.
Also a concern that property values in the US will be flat.
Having said all that, I happily hold RAT and MRA.
sp vs. nta, page-5
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