Real estate exposure might quietly become attractive again if rates fall

If the Fed really does continue easing through 2026, I’m wondering whether certain international property plays could benefit more than expected.

Lower rates historically lead to:

rising property valuations

cheaper financing

higher margins for mortgage-linked businesses

It seems like many investors still associate property exposure with the 2022–2023 slowdown, but the macro backdrop could be changing.

Is anyone here repositioning toward real asset plays again?