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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Money and Me: Winners and Losers Among S-REITs, Frasers Property's Profit Plunge, and the Impact of Sustained High Interest Rates

Money and Me: Winners and Losers Among S-REITs, Frasers Property's Profit Plunge, and the Impact of Sustained High Interest Rates

Join host Michelle Martin and REIT Specialist Kenny Loh as they delve into the latest developments in the S-REIT sector. They analyze the winners and losers over the past month and discuss the recent ...

15 Touko 202418min

Market View: Sea Limited, Alibaba, Tencent, GameStop, AMC, and Anglo American

Market View: Sea Limited, Alibaba, Tencent, GameStop, AMC, and Anglo American

Join Michelle Martin and Ryan Huang as they discuss Sea Limited's impressive revenue, Alibaba's profit drop, and Tencent's growth. They also cover the resurgence of meme stocks like GameStop, AMC and ...

15 Touko 202423min

Market View: GameStop, AMC, BHP, Anglo American, UMS, Amazon, Hyundai Marine, Marco Polo Marine, and SBS Transit

Market View: GameStop, AMC, BHP, Anglo American, UMS, Amazon, Hyundai Marine, Marco Polo Marine, and SBS Transit

In this edition of Market View with Michelle Martin and Ryan Huang, delve into GameStop's 75% overnight surge and discuss potential catalysts, including Roaring Kitty's return to social media. They al...

14 Touko 202421min

Money and Me: Saving up to 50% on your Zip Blinds

Money and Me: Saving up to 50% on your Zip Blinds

Zip blinds are all the rage for keeping small outdoor spaces rain and blazing sunlight out in Singapore. How is this SME able to offer up to 50% savings on those high costs of zip blinds? Michelle wel...

14 Touko 202420min

Money and Me: What the risk-averse are looking to

Money and Me: What the risk-averse are looking to

Dive into the world of investment options with Michelle Martin and her guest, Tim Phillips, Founder of TimTalksMoney, as he navigates through the landscape of fixed deposits, T-Bills, SSBs, money mark...

13 Touko 202425min

Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Join Michelle Martin and Ryan Huang as they explore the latest from Genting Singapore and Marina Bay Sands, delve into Frasers Property's performance, and unravel strategic moves by Keppel, GuocoLand,...

13 Touko 202416min

Money and Me: Will Gold continue to outperform in 2024?

Money and Me: Will Gold continue to outperform in 2024?

According to the World Gold Council, gold ended 2023 as one of the best performing assets, with prices rising 15% to reach US$2,078/oz, the highest annual close on record! Can they continue this traje...

10 Touko 202415min

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

How did OCBC fare in its latest quarterly earnings results in comparison with DBS & UOB? What are 2 local companies with big jumps in profits? And why is the FTSE 100 rallying? Find out with Michelle ...

10 Touko 202419min

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