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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Influence: Meet John Stahl-Wert Entrepreneur/CEO and Leadership Mentor

Influence: Meet John Stahl-Wert Entrepreneur/CEO and Leadership Mentor

Can a model of leadership help you lead your team better? Michelle Martin finds out about a leadership model that stresses serving and how it can work for you.See omnystudio.com/listener for privacy i...

27 Maalis 202311min

Money and Me: The service that can Marie Kondo your home, babysit and take care of the aged?

Money and Me: The service that can Marie Kondo your home, babysit and take care of the aged?

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27 Maalis 202314min

Market View: Deutsche Bank under attack, Sinopec, Saudi Aramco, Sembcorp Industries, Marina Bay Sands, 5 Stocks Top Wall Street analysts prefer, Twitter valuation

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On this episode of Market View, Michelle Martin and Willie Keng, Founder, Dividend Titan find out if Deutsche Bank might suffer the same fate as Credit Suisse, what 5 stocks top Wall Street Analysts p...

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Market View: Hindenburg shorts Block, Ford Motors, Toshiba, Jubilee Industries, Key takeaways from TikTok CEO’s Combative Hearing, $17 billion writedown of Credit Suisse bonds

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Hindenburg has a new target! After the Adani bomb, the research company is now short-selling Jack Dorsey’s payments group, Block. How much will this cost the payments firm? In other news, what are the...

24 Maalis 202320min

Money and Me: What does Baidu's Ernie Bot mean for China’s Tech Sector  and the AI race?

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Is Baidu still well-positioned to benefit from the frenzy over AI stocks after its disappointing launch? What are the regulations Baidu has to abide by as it works on its AI technology? What are the i...

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Market View: US Fed 25 basis points hike, Medtecs, Nio, CDL, Sembcorp Industries, Janet Yellen rattles market, 10 bank stocks with cheap valuations, Bondholders vs Equity investors

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Big news this morning! The US Fed’s raised interest rates by a quarter-point even despite the current bank turmoil. But it seems like something else is rattling market movements overnight.. Also, what...

23 Maalis 202317min

Money and Me: Where is the opportunity in 2023's crises?

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Money and Me: Save up to 60% of your Singapore renovation costs?

Money and Me: Save up to 60% of your Singapore renovation costs?

What if instead of paying the average of $46 000 to renovate your 4-room HDB, you could pay substantially less by gaining access to wholesale prices of material and services? What if you had the optio...

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