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: Investing in UK properties as a source of income.

Money and Me: Investing in UK properties as a source of income.

What does this seasoned investor in UK properties think about scooping up more properties given current interest rates? When looking for the "golden goose" that keeps laying the financial "eggs" what ...

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Market View: China cuts interest rates, What's driving Japan's economy?  SEA limited, SATS, Franken, Carlsberg and Home Depot

Market View: China cuts interest rates, What's driving Japan's economy?  SEA limited, SATS, Franken, Carlsberg and Home Depot

As Beijing has stopped releasing  unemployment figures, we take a comparative tour of China, US and Japanese markets. Michelle also looks at earnings of  Singapore-listed tech companies in this editio...

16 Elo 20238min

Money and Me: S-REITs earning stars and landscape quakes

Money and Me: S-REITs earning stars and landscape quakes

How have S-REITs performed so far? Who stands out? The decision for Sabana REIT to go for an internal REIT manager was one of the most unprecedented events in Singapore REITs history. How will this im...

15 Elo 202322min

Influence: Curtis Chin on sparking thought and creative economies

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Curtis Chin, Chair of Milken Institute's operations in Asia, opens up about his path to influence, the rise of  "creative economies", Fitch's US downgrade, smashing stereotypes and highlights of the u...

15 Elo 202321min

Market View: Olam, Wilmar, Japan Foods, CapitaLand Investment, UBS, Yangzijiang Financial

Market View: Olam, Wilmar, Japan Foods, CapitaLand Investment, UBS, Yangzijiang Financial

Why are Olam and Wilmar struggling? What is Japan Foods’ outlook going forward? Why is CapitaLand Investment optimistic about China’s recovery? Is it finally time to move on from the proposed cage fig...

14 Elo 202320min

Money and Me: What does Fitch's downgrade mean for the US economic outlook?

Money and Me: What does Fitch's downgrade mean for the US economic outlook?

When one of the world's top credit rating's agencies downgrades US government debt, what does that mean for you if you are a risk-averse investor? Where in the world are we seeing sustained stimulus? ...

14 Elo 202320min

Money and Me: How to Save while Adulting

Money and Me: How to Save while Adulting

Michelle Martin speaks to Seow Kai Lun, Managing Editor, The Simple Sum about some of the best personal finance tips for young adults.See omnystudio.com/listener for privacy information.

14 Elo 202319min

Influence: Nanz Chong-Komo “ entrepreneurs shouldn’t take themselves so seriously”

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When marketing a brand that’s been around for over 100 years how can a company stay relevant? Michelle Martin invites Nanz Chong Komo, CEO Komo Inc, the woman the distributorship for Sodastream in Sin...

11 Elo 202314min

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