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: Pet parents, could this "Deliveroo of Vets" help you save time and money?

Money and Me: Pet parents, could this "Deliveroo of Vets" help you save time and money?

Ever wished you could choose and literally see a vet in minutes on video call? Pet telemedicine has arrived in Singapore. Michelle Martin speaks with siblings and co-founders Junyong Tong and Dr. Rach...

7 Loka 202220min

Market View Minute: Biden's pardon leads to surge

Market View Minute: Biden's pardon leads to surge

What’s UP and what’s DOWN in the financial markets? Well, today in Market View Minutes, we take a look at an unusual piece of news from the United States and how it is impacting one of the market’s se...

7 Loka 20223min

Market View: Best World back in the game, SATS attempt to ease market jitters, Sembcorp Marine, Singtel, Retail sales in Singapore, Oil prices

Market View: Best World back in the game, SATS attempt to ease market jitters, Sembcorp Marine, Singtel, Retail sales in Singapore, Oil prices

Why has it taken 3 years for Best World to finally receive approval from Singapore's market regulator to resume trading? Will SATS' CEO's aim to 'reduce' its size of rights issue be enough to ease mar...

6 Loka 202220min

Money and Me: 4% by year's end?

Money and Me: 4% by year's end?

Ludovic Subran, the Chief Economist of Allianz is skeptical of a fed “pivot” in November. He joined Michelle Martin to share his views on the issue, why South Asian economies have to tighten rates for...

6 Loka 202220min

Market View Minute: The battle amongst semiconductor companies

Market View Minute: The battle amongst semiconductor companies

The battle to be the world’s premier semiconductor company is heating up, with Samsung rolling out an aggressive roadmap to take on TSMC. Who will come out on top? And is this even a good time to inve...

6 Loka 20222min

Money and Me: How is crypto set to perform in October?

Money and Me: How is crypto set to perform in October?

How could the global risk-on narrative impact crypto markets? What potential growth opportunities does Luno see in Cardano and Solana, having recently added them to its offerings? Michelle Martin find...

5 Loka 202212min

Market View: Singapore listed US-REITs, Singapore retail bonds as a safe haven, Ford, Rivian, US Job data, US Earnings season

Market View: Singapore listed US-REITs, Singapore retail bonds as a safe haven, Ford, Rivian, US Job data, US Earnings season

Today on Market View, Willie Keng, Founder, Dividend Titan tells Michelle Martin what he's why he's watching out for Singapore listed US-REITs and retail bonds. They also discuss why US automakers are...

5 Loka 20226min

Influence: Could Netflix’s star matchmaker Aunty Seema take you on as a client?

Influence: Could Netflix’s star matchmaker Aunty Seema take you on as a client?

Seema Taparia shares what she believes women should first do in order to meet their match. Hear who the different opinion makers are which countries she heads to film new episodes Though she won’t rev...

5 Loka 202214min

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