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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Market View Minutes: Property or fast food? Which are investors looking at?

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Money and Me: How one Reddit Review spiked a huge increase in this company's sales

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29 Elo 202221min

Money and Me: How is Guardant Health improving clinical outcomes for cancer patients?

Money and Me: How is Guardant Health improving clinical outcomes for cancer patients?

Simranjit Singh is the CEO of Guardant Health, a precision oncology company that launched the first FDA-approved blood test for genomic testing across all solid cancers about 2 years ago. And just rec...

29 Elo 20229min

Market View Minute: Thompson Medical Groups surge in profits

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Running vaccination clinics pays off for Thomson Medical which is reporting banner profits and dividends. How much? Michelle Martin finds out in Market View MinutesSee omnystudio.com/listener for priv...

29 Elo 20222min

Money and Me: Struggling to monetise your content?

Money and Me: Struggling to monetise your content?

While the Creator landscape is estimated to reach a global market size of US$104 billion by the end of 2022, it looks like many creators still struggle with the transition to creating content as a ful...

26 Elo 202216min

Market View: Grab, GOTO, PropertyGuru

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In this episode of Market View, we take a look at the current state of business for Grab, GOTO and Property Guru and who is gaining traction and who isn't? Then we survey US markets; US stocks rallied...

26 Elo 20224min

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A man sold his HDB flat and invested the entire sum in just one stock: SingPost.  Wow, that’s confidence... or something else, depending on how you look at it.  So, how has SingPost done since he boug...

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