The sentiment of the market shouldn't have any impact on the...

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?