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: How is the regulatory landscape for crypto assets evolving in APAC

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Market View: Elon Musk visits China, Twitter valuation marked down, Nvidia, Goldman Sachs, HP, Challenger Technologies, BYD, Singapore depository receipts

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On this episode of Market View, Dan Koh and Ryan Huang find out what went down during Elon Musk’s meeting with Foreign Minister Qin Gang during his visit to China, why Musk is looking to pick a fight ...

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Market View: US Debt ceiling & market opportunity, Nvidia latest AI products, Baidu, General Motors, SIA Engineering, Old Chang Kee, Cortina, Trust Bank

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30 Touko 202316min

Money and Me: Are remote hiring and distributed workforce strategies among Asia Pacific companies here to stay?

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How receptive are companies when looking towards a model of having permanently distributed teams spread across multiple locations? Today on Money and Me, Dan Koh invites Christopher McNamara, Chief Re...

29 Touko 202322min

Market View: US debt ceiling deal, Rolls-Royce, JP Morgan Chase, Mapletree S-REITs, Dasin Retail Trust, Temasek Holdings, Marvell earnings results, Nvidia and AI stock bubble

Market View: US debt ceiling deal, Rolls-Royce, JP Morgan Chase, Mapletree S-REITs, Dasin Retail Trust, Temasek Holdings, Marvell earnings results, Nvidia and AI stock bubble

What were some of the key takeaways of the US debt ceiling deal discussed between US President Joe Biden and House Speaker Kevin McCarthy? And did Nvidia just help create an AI-fueled stock bubble? Fi...

29 Touko 202316min

Market View: SGD, AI chip boom, Costco, Chanel, Armani, Ralph Lauren, Palantir, Sembcorp, BYD, Great Wall Motor

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27 Touko 202320min

Money and Me: The Money Mindset of GenZ

Money and Me: The Money Mindset of GenZ

What does GenZ want from their banks? How are they saving when they don’t necessarily earn that much? Are they concerned about the economy? What language should you speak to best get through to this g...

26 Touko 202317min

Market View: Singtel, US Markets, Fed minutes, Sony, Meta, Snowflake, Nvidia, Netflix

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