RE:RE:RE:RE:RE:RE:RE:Inflation target, risk free rate, cap ratesHR has 10% free cash flow, 40% which is retained, which can be reinvested in the properties to grow AFFO, and REITS are able to increase rents if they are in demand. REITS are just getting beaten if they have a bad debt structure, high floating debt, or maturities that renew in 2023. Replacement costs are also bad due to inflation. But yeah, REITS suck, and are riskier, but I agree with frankie its not the same as a treasurey yield