Good approach. Buy reits must be with the intention of not selling it, if possible, at all. Guarantee ways of dpu growth is by making accretive acquisitions and as with a coin, the flip size of crisis (perceived or otherwise) is that acquisitions cost will be lower as well. Just need to invest in good reits with good track records.
Reply to @kwkwkw : FCT' s malls are mostly located at heartland. In a sense, footfall traffic may be sustainable as residents tend to visit neighbourhood mall as part of their lifestyle to hangout, shop, eat, entertain etc. I think if the valuation is attractive, it should be all right to have it in the portfolio. You may also want to look at Capitamall Tr, they have a mix of heartland malls and upscale malls [good tourists number may affect the performance positively]. Depending on prevailing market mood, the valuation for these 2 heavy weight reits may become more attractive.