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: Web3: Charting the Internet's Next Economic and Cultural Frontier

Money and Me: Web3: Charting the Internet's Next Economic and Cultural Frontier

Wall Street Journal bestselling author Alex Tapscott joins Michelle Martin to discuss the next chapter in the evolution of the internet and what technological sea change will mean for assets, business...

20 Joulu 202328min

2023 Emerging Enterprise Most Promising Sustainability Startup Award Winner: NEU Battery Materials

2023 Emerging Enterprise Most Promising Sustainability Startup Award Winner: NEU Battery Materials

NEU Battery Materials is a Singapore-based lithium battery recycling company. Using their patented clean recycling method, they recycle lithium batteries from your phone to our future, electric vehicl...

20 Joulu 202310min

Market View: FedEx weaker revenue outlook, Coupang acquires Farfetch, UBS, Japanese Whiskey, Japanese yen, EC World REIT, 2024 AI adoption

Market View: FedEx weaker revenue outlook, Coupang acquires Farfetch, UBS, Japanese Whiskey, Japanese yen, EC World REIT, 2024 AI adoption

What does FedEx’s revenue outlook suggest about the health of the broader economy? Why is South Korea’s Coupang acquiring luxury e-commerce retailer Farfetch? And what areas might see new AI applicati...

20 Joulu 202316min

Money and Me: To meet your money goals for 2024, you need to start with this

Money and Me: To meet your money goals for 2024, you need to start with this

What essential questions should you be asking as we head into the final 2 weeks of 2023 to help you meet your upcoming financial goals? Michelle Martin invites Elijah Lee, Senior Financial Services Ma...

19 Joulu 202324min

Market View: Freight delays and the Suez canal, Covid-19 resurgence beneficiaries, Golden Goose, REPT Battero Energy, Nio, CapitaLand India Trust, Oil prices surge, FuelCell Energy Carbon Capture technology, Nippon Steel acquires US Steel

Market View: Freight delays and the Suez canal, Covid-19 resurgence beneficiaries, Golden Goose, REPT Battero Energy, Nio, CapitaLand India Trust, Oil prices surge, FuelCell Energy Carbon Capture technology, Nippon Steel acquires US Steel

What do freight delays around the Suez canal mean for logisitc ompanies and costs of the asia-europe transport? Who are possible beneficiaries of the new up and rising Covid-19 wave? What’s been drivi...

19 Joulu 202310min

Money and Me: What investors need to know about superapps

Money and Me: What investors need to know about superapps

Are Super Apps still poised to change the future of finance? How is an investor to parse the field? How can one assess business models of superapps? Michelle Martin speaks to Neha Mehta, Author Of "ON...

18 Joulu 202324min

Read: Why the Korean hit novel "Welcome to the Hyunam-dong Bookshop" works in English

Read: Why the Korean hit novel "Welcome to the Hyunam-dong Bookshop" works in English

Meet the Singaporean translator of the Korean novel that evokes the cozy experience of stepping into your dream bookshop. Michelle Martin meets Shanna Tan  to find out how the self-taught Korean speak...

18 Joulu 202324min

Market View: 17Live share price falls, StarHub share buyback, DocuSign, Costco, Nio, Xpeng, Keppel DC Reit, US Market narrative

Market View: 17Live share price falls, StarHub share buyback, DocuSign, Costco, Nio, Xpeng, Keppel DC Reit, US Market narrative

On today’s Market View, Michelle Martin and Ryan Huang explore what the fall in 17Live share price suggests about investor sentiment in the SPAC market, how we should be reading StarHub’s continued sh...

18 Joulu 202322min

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