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)

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Influence: Dr Sleep

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9 Kesä 20228min

Market View: Target, Texas' investigation into Twitter, Yangzijiang Financial, Centurion

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Does Target's dipping share price indicate inflation is peaking? What's the latest twist in the Twitter takeover? Could more Chinese firms hedge risks with secondary listings here?Why has Yangzhijang ...

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Money and Me: ADDX will recognise crypto assets in accredited status qualification

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Singapore based , MAS-regulated private market exchange ADDX is the first financial institution in Singapore to recognise cryptocurrency assets when onboarding accredited investors. Under Singapore’s ...

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Market View Minutes: How much for an unburnable book?

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Michelle Martin finds out what it would cost you to get your hands on a historic copy of an "unburnable book"See omnystudio.com/listener for privacy information.

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Money and Me: Is this the start of a recovery for US stocks?

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Michelle Martin and Cheng Chye Hsern, Head of Investment, Providend find out if US stocks are set for a potential recovery, how inflation might be moderated and if Shanghai's easing of restrictions in...

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