reu rat rjt, page-6

The sentiment of the market shouldn't have any impact on the dividends. As long as the cashflows from the assets holds up then there are only two concerns:
- cost of finance - and most of teh borrowings are hedged.
- forced sales of assets to meet debt covenants - but very little of the debt needs to be refinanced so there should be little prospect of forced sales for a year or so and surely credit markets won't be dislocated that long.

Are the cashflows in doubt?
Am I missing something?
Or with the price to NTA at 50% to 60% and with div yields above 15% are REU and RJT two of the bets buys on the market?