RBA delivered second rate cut of 25bp to 3.85% as inflation remains within target band. Market rallied on rate cut delivery with rate-sensitive sectors outperforming. AUD strengthens on resource currency appeal despite lower rates.

BHP advanced on rate cut support and iron ore price stability above $100/tonne. Copper demand remains robust with supply constraints supporting prices. At $48.20, the diversified miner offers commodity exposure with yield.

SGP rallied on rate cut tailwinds and retail property recovery acceleration. Distribution yield supported on valuation expansion from lower discount rates. At $3.10, the property trust offers yield with capital appreciation potential.

GPT climbed on shopping centre traffic recovery and specialty retail momentum. Valuation support from lower rates benefits property trusts broadly. At $3.95, the property trust play offers income with growth optionality.

February property market maintains strong momentum with rate cuts accelerating buyer purchasing intent. Investor property searches intensify on improved borrowing economics.

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