1. Dividend cuts are anticipated in BDCs and mREITs due to the Federal Reserve's short-term rate reductions; 2. The author highlights a recent investment in Blackstone Secured Lending Fund (BXSL), which offers a 12% yield and potential upside as its price-to-NAV ratio rebounds; 3. Sector-wide declines in BDCs and mREITs present valuation opportunities, with price-to-NAV metrics indicating undervalued assets.
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