I don't know what research you're reading but I think its a load of horse manure. ARG has a good history of growing eps and their present premium to NTA is at the lower end of the listed property sector and their PIE yield at the higher end.

Agree interest rates could go even lower than what's currently prevailing but not sure we'll go to zero. Inflation number out today at 1.7% so taxpayers on the 33% tax rate will get a maximum of 2.85% less 33% tax = 1.91% net and basically only just keep their heads above water with inflation. I have no interest in that sort of investment "return" but each to their own.