American Assets Trust: Raised Guidance, But Headwinds And Dividend Sustainability Warrant Caution (Rating Downgrade)

Group 1 - The REIT sector is expected to benefit from lower base rates in the coming months, providing relief as REITs typically rely on debt for growth [1] Group 2 - The article emphasizes the importance of conducting due diligence and encourages investors to build portfolios of high-quality, dividend-paying companies [2] - The author expresses a personal investment philosophy focused on buy-and-hold strategies, particularly in blue-chip stocks, BDCs, and REITs [2]