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: NutryFarm durian shortfall, Singtel earnings, Stamford Land's profits, Aston Martin, Canva

Market View: NutryFarm durian shortfall, Singtel earnings, Stamford Land's profits, Aston Martin, Canva

How did Nutryfarm lose nearly $7million on durians? Ahead of earnings, what can we expect from Singtel's business and has the US markets finally bottomed out? Michelle Martin and Ryan Huang have the a...

30 Touko 202217min

Market View Minutes: Top Asia's safe havens!

Market View Minutes: Top Asia's safe havens!

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Read: The House of Little Sisters by Eva Wong Nava

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Weaving Southeast Asian folklore, Chinese fairy tale and folk religion with history and magic realism, combined with poetry, Eva Wong Nava, Author, The House of Little Sisters latest book draws our at...

27 Touko 202212min

Market View Minutes: Could this be Iron Man's favourite tech company?

Market View Minutes: Could this be Iron Man's favourite tech company?

Who's your favourite Marvel superhero? And would you invest in the company that owns them? Or perhaps, should you be looking at a different type of marvel, a tech company that maybe even Iron Man woul...

27 Touko 20222min

Market View: OCBC to hold additional capital requirement, Alibaba, HSBC, Twitter shareholders sue Musk

Market View: OCBC to hold additional capital requirement, Alibaba, HSBC, Twitter shareholders sue Musk

On this episode of Market View, Michelle Martin and Ryan Huang explore MAS's recent order for OCBC to hold an additional S$300m in regulatory capital over SMS phishing scams and Twitter shareholders' ...

27 Touko 202217min

Money and Me: Why did Terra's UST stablecoin dive?

Money and Me: Why did Terra's UST stablecoin dive?

What gives a stable coin value? If enough people lose confidence in a stable coin is that enough for its value to go up in smoke? Is it important not to dismiss defi and stablecoins as broad categorie...

27 Touko 202218min

Market View: US Retail stocks surge, Caleres Q1 earnings, NVDIA, META, Singapore Condo prices

Market View: US Retail stocks surge, Caleres Q1 earnings, NVDIA, META, Singapore Condo prices

Why are some retail stocks surging and not others? What the Fed’s latest minutes signal. Martin and Ryan Huang also take a deeper look at Elon Musk's plan to refinance his Twitter bid in an effort to ...

26 Touko 202219min

Money and Me: Has the Terra Luna collapse deterred crypto investors? Bitcoin and altcoin performance and outlook.

Money and Me: Has the Terra Luna collapse deterred crypto investors? Bitcoin and altcoin performance and outlook.

Michelle Martin finds if the crypto crash has impacted sentiment in defi with guest Vijay Ayyar, VP Asia Pacific & Global Expansion, Luno. See omnystudio.com/listener for privacy information.

26 Touko 202216min

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