[REITs is] ESR켄달스퀘어, 이자비용이 물류센터 이익 삼켰다

This situation highlights the vulnerability of real estate investment trusts to persistent high interest rates, even when the underlying e-commerce logistics assets remain fundamentally strong. It signals a critical shift where REITs must prioritize strategic asset liquidation and debt restructuring over simple expansion to ensure financial stability. Investors should closely monitor how specialized REITs manage liquidity and protect dividends through proactive portfolio optimization.