Tinhopper,
If they are "using public money to prop up falling asset values" then this is surely a positive for REITs and infrastructure stocks. It doesn't matter if the Government's approach is wrong, rather that it may allow REITs et al to refinance and therefore survive and potentially be revalued by the market. It may also allow NAV to increase as it will provide a 'floor' for assets that may have been otherwise difficult to price.
