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.

Jaksot(3763)

Market View: Warren Buffett & Occidental Petroleum, SingPost, Oxley Holdings, Twitter, Lamborghini, Elon Musk brain chip deals

Market View: Warren Buffett & Occidental Petroleum, SingPost, Oxley Holdings, Twitter, Lamborghini, Elon Musk brain chip deals

Does Warren Buffett's love for oil giant Occidental Petroleum point to a potential investment option for investors? And why is Elon Musk considering investing in Neuralink's rival brain chip company, ...

22 Elo 202220min

Market View Minutes: Which retail stock is expected to do well this earnings season?

Market View Minutes: Which retail stock is expected to do well this earnings season?

Retail stocks are once again in focus this week, as a number of big US brands report earnings. Which companies do you think are likely to do best — those that offer bargain-basement discounts — or ret...

22 Elo 20222min

Money and Me: Can Hop App do for enrichment what Class Pass did for exercise classes?

Money and Me: Can Hop App do for enrichment what Class Pass did for exercise classes?

Germaine Leonora Tan and Yisle Lim, Co-founder, Hop app give Michelle Martin a tour of their new subscription-based mobile app which gives parents and kids access to the galaxy of edutainment classes ...

22 Elo 202216min

Market View: Mixed signals in US retail US, China and Singapore markets outlook

Market View: Mixed signals in US retail US, China and Singapore markets outlook

We survey US markets, oil prices, energy companies and how markets are reacting to the Fed’s latest messaging indication that they likely would not consider pulling back on interest rate hikes until i...

18 Elo 202216min

Market View Minute: US retailers fall in profits could help these companies

Market View Minute: US retailers fall in profits could help these companies

The latest earnings report from the US big box store Target is giving investors pause. Target is reporting a huge drop in quarterly profits — down 90 percent — as the retailer has had to to sharply ma...

18 Elo 20222min

Money and Me : Bitcoin, Ethererum, Crypto's correlation with US equities, What the Merge means for Ethereum & assets that could be impacted

Money and Me : Bitcoin, Ethererum, Crypto's correlation with US equities, What the Merge means for Ethereum & assets that could be impacted

Optimism hasn't been higher in the crypto market since early April according to Luno. Michelle Martin and Vijay Ayyar Vice President, Asia Pacific & Global Expansion, Luno discuss the crypto market se...

18 Elo 202216min

Influence :  Meet the CEO working on a vision of one helpline for all seniors in Singapore

Influence : Meet the CEO working on a vision of one helpline for all seniors in Singapore

She is prime mover for a national helpline meant to help seniors in real-timeMichelle Martin meets Vice-Chairman of ACES Care Ltd and Executive Chairman of Integrative Learning Corporation, Dr Tan Bee...

17 Elo 202218min

Money and Me: Does the US stock market rally have legs? Why has the correlation between Bitcoin and Nasdaq weakened?

Money and Me: Does the US stock market rally have legs? Why has the correlation between Bitcoin and Nasdaq weakened?

Will Bitcoin extend its recovery? What's next for China given the recent interest rate cuts? Will oil move lower? Will the US market extend its longest winning streak of the year? Tony Sycamore, Senio...

17 Elo 202214min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
juristipodi
taloudellinen-mielenrauha
rss-sami-miettinen-neuvottelija
pomojen-suusta
rss-seuraava-potilas
leadcast
yrittaja
rss-startup-ministerio
rss-paasipodi
rss-draivi
rss-rikasta-elamaa
rss-markkinointitrippi
rss-bisnespaiva
rss-set-for-life-sijoita-ja-vaurastu