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: SingTel's potential sale of Amobee, Moody downgrades LMIR Trust’s rating, DBS clarifies on CEO compensation, Twitter, Alexa

Market View: SingTel's potential sale of Amobee, Moody downgrades LMIR Trust’s rating, DBS clarifies on CEO compensation, Twitter, Alexa

In today's episode of Market View, Michelle Martin and Ryan Huang discusses the  potential sale of Amobee and impact on SingTel's profitability. With Moody's downgrading of Lippo Malls Indonesia Retai...

23 Kesä 202219min

Money and Me: Foreign Exchange trading, a reliable investment option?

Money and Me: Foreign Exchange trading, a reliable investment option?

With the crash in the crypto market and fears of significant economic downturns, the million dollar question for investors is "What should I invest in now?" Ashli Koe, Fund Manager, Salzworth Global C...

23 Kesä 202212min

Market View Minutes: Taking advantage of bitcoin's fluctuations

Market View Minutes: Taking advantage of bitcoin's fluctuations

Are we in a crypto winter?  With bitcoin prices down 70 percent since last November, many market watchers say we are in for a prolonged downturn and that bitcoin could still fall a lot further.  But t...

23 Kesä 20222min

Money and Me: How much critical illness insurance coverage do you need?

Money and Me: How much critical illness insurance coverage do you need?

Don’t leave critical illness plans to when you need it, that’s when you are likely not to qualify. What do we need to look out for when understanding the various plans? Michelle Martin and Elijah Lee,...

22 Kesä 202217min

Market View: First US Short Bitcoin-Linked ETF, US Markets narrative, Kellogg's, Keppel DC REIT, Singapore utilities and GST support

Market View: First US Short Bitcoin-Linked ETF, US Markets narrative, Kellogg's, Keppel DC REIT, Singapore utilities and GST support

In today's episode of Market View, Michelle Martin and Ryan Huang talk about the launch of the first U.S. short Bitcoin-linked ETF by ProShares and how short sellers are faring having bet against cryp...

22 Kesä 202218min

Market View Minutes: Is this a tech stock or a defence industry play?

Market View Minutes: Is this a tech stock or a defence industry play?

It's no question that big data is big business. But do they make a good investment? Michelle Martin has the answers. See omnystudio.com/listener for privacy information.

22 Kesä 20222min

Market View: S-Reits total returns mostly positive, Sembcorp Marine, Keppel DC REIT, Nutryfarm, US Sanctions supercharge China's Chipmaking Industry

Market View: S-Reits total returns mostly positive, Sembcorp Marine, Keppel DC REIT, Nutryfarm, US Sanctions supercharge China's Chipmaking Industry

Despite 2 in 3 S-Reits having fared worse than at IPO, total returns mostly positive. Why is that? Michelle Martin and Ryan Huang unravel this unusual phenomenon and they also discuss why a Sembmarine...

21 Kesä 202218min

Market View Minutes: Investing in stock market trends

Market View Minutes: Investing in stock market trends

If you had to name an industry sector that is most closely aligned with market trends, what do you think it would be? Energy? No, it’s the only segment of the S&P 500 that’s currently in positive terr...

21 Kesä 20222min

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