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: What's behind the slow rally in the US? Pinterest, Snap, Meituan, Apple in focus

Is Apple heading for a death cross? Who was one of the biggest gainers on the Singapore market recently? Michelle Martin finds out.See omnystudio.com/listener for privacy information.

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Money and Me: How do carbon credits work as an asset class? How can we assess S-reits as inflation hedges? Are we underestimating the impact of quantitative tightening?

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Michelle Martin asks Arun Pai ( Investments Team, Monk's Hill Ventures) for a primer on carbon credit trading, how to assess S-Reits as an inflation hedge and for a breakdown of what quantitative easi...

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Why did US indices lose ground overnight? Are the EV wars heating up and what does that mean for share prices of companies in the sector. Meta's COO is stepping down, how have investors reacted? Miche...

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Market View Minutes: Are jeans a good investment?

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Are you a denim type of guy or gal? Well, jeans are big money. Did you know that a pair of 501 originals sells for nearly $200 on Levi’s Singapore website? Ok, $189.90 to be exact. But, wow, that’s a ...

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Money and Me: Using blockchain to establish cross-border carbon trading

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How can new technologies address the need for greater accountability and verifiability? And why is blockchain the missing piece of the puzzle when it comes to establishing clear guidelines for sustain...

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Market View: Analysts bullish on Singtel and ST Engineering, Salesforce, HP, Quantitative tightening on markets

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Despite falling short of expectations in its latest set of earnings, why are analysts still positive on Singtel's growth prospects? Amid the aerospace sector recovery, is it wise to start stocking up ...

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Market View Minutes: What's driving Nio's numbers?

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Shares of the Chinese electric vehicle company Nio are on a roar. Why? Could it be that they’ve bottomed out, following a year of steady declines? Or, perhaps, are some new policies out of Beijing giv...

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