Analyst Analysis, page-9

As interest rates are lowering, cash deposits are getting less and less. I can see a lot more money entering equities, especially property as the yield is typically higher than regular shares (especially for retirees). REIT's will benefit from this boost to the share market.
APD also transferring to stapled securities by the end of the year provides a higher yield (removing franking credits). I could see this maintaining that 47-60c SP mark.

Those are my thoughts anyway.