Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Is this the point where S-REITs start to reclaim their shine?

Singapore’s REIT landscape is stirring back to life as investors eye the long-anticipated rate-cut cycle - but recovery may not be a straight line.

In this episode hosted by Michelle Martin, Tim Phillips, Founder of TimTalksMoney, breaks down the bright spots and blind spots across major S-REITs.

We dissect CapitaLand Ascendas REIT, Lendlease Global Commercial REIT, and Keppel DC REIT to understand their growth drivers, and exposure risks.

Tim addresses data-centre amidst the AI bubble narrative and how retail and hospitality REITs stack up against struggling office assets.

We tackle the biggest macro indicators that matter now - from inflation resilience to cash-flow predictability.

Whether you’re holding, buying, or waiting, this REIT reset may shape your 2025 investment playbook.

See omnystudio.com/listener for privacy information.

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Market View: Earnings Season Begins - Will JPMorgan, Netflix and AI Giants Set the Market's Next Big Move? 

Market View: Earnings Season Begins - Will JPMorgan, Netflix and AI Giants Set the Market's Next Big Move? 

Hosted by Michelle Martin, this episode previews a pivotal week for investors as earnings season kicks off with JPMorgan Chase and Netflix, while fresh inflation data and renewed U.S.-Iran tensions ad...

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LIVE WELL WITH MICHELLE: Beyond Willpower, The New Science of Weight Loss

LIVE WELL WITH MICHELLE: Beyond Willpower, The New Science of Weight Loss

Michelle speaks with the first Gastroenterologist in Singapore to be recognised as a National Fellow by World Obesity Federation, to find out about advances in weight control. As science transforms ou...

13 Heinä 24min

Money and Me: 3 Singapore REITs at a Turning Point

Money and Me: 3 Singapore REITs at a Turning Point

Should you buy a REIT before it recovers? How can you tell if a REIT is on the path of recovery? Michelle finds out in this discussion as more investors ask if Singapore's beaten-down property trusts ...

13 Heinä 22min

Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

In this episode, hosted by Michelle Martin, we unpack SK Hynix's record-breaking US$26.5 billion U.S. listing and why investors are pouring money into the critical infrastructure powering artificial i...

10 Heinä 13min

Live Well with Michelle: The next era of intelligence - building living computers

Live Well with Michelle: The next era of intelligence - building living computers

Artificial intelligence has transformed the way we work, but could the next computing revolution come from biology instead? Hosted by Michelle Martin, this episode explores the groundbreaking field of...

10 Heinä 22min

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

In this episode, hosted by Michelle Martin, Tim Phillips, founder of TimTalksMoney, explores whether new lower-cost global ETFs genuinely challenge VWRA or whether fund size, liquidity and tracking ma...

10 Heinä 28min

Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Temasek's biggest increase in China investments in five years raises a fascinating question: what is long-term capital seeing that others may be missing? Hosted by Michelle Martin, we unpack the Sing...

9 Heinä 10min

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

Michelle Martin's guest started her business after a health challenge when she faced the prospect of having to take medication to manage an autoimmune disease for life. That kicked off the start of he...

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