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(3768)

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

When the Dow drops 800 points in a day, is it panic - or opportunity knocking? In this episode, hosted by Michelle Martin, we break down the brutal US selloff triggered by fresh 15% tariffs and rising...

26 Helmi 19min

Market View: AI Titans, Dividend Kings & Turbulent Skies

Market View: AI Titans, Dividend Kings & Turbulent Skies

Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen ...

26 Helmi 21min

Money and Me: Anti-involution China strategies for the dividend investor 

Money and Me: Anti-involution China strategies for the dividend investor 

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat. In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to stru...

25 Helmi 29min

Market View: Banks, Planes & Political Signals

Market View: Banks, Planes & Political Signals

Will dividends, one-off gains and Washington politics reshape market momentum this week? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 bi...

25 Helmi 23min

Influence: Burnt End's Dave Pynt on partnerships, scaling internationally and the secret  to Jerk Chicken 

Influence: Burnt End's Dave Pynt on partnerships, scaling internationally and the secret  to Jerk Chicken 

From a pop-up in London to a 10-brand international group - how do you scale in F&B without losing soul? In this episode, hosted by Michelle Martin, Chef-Founder Dave Pynt of Burnt Ends Hospitality G...

24 Helmi 21min

Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

What if the real AI opportunity in 2026 isn’t in the stocks everyone already owns? In this episode, hosted by Michelle Martin, we explore whether the crowded “AI Builder” trade is reaching diminishing...

24 Helmi 19min

Market View: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality

Market View: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality

Is AI now a valuation divider? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack UOB’s 7% dip in Q4 profit to S$1.41 billion and what it signals for Singapore banks amid a shifting...

24 Helmi 18min

Money and Me: Singapore’s Market Renaissance - Structural Shift or Late-Cycle Euphoria?

Money and Me: Singapore’s Market Renaissance - Structural Shift or Late-Cycle Euphoria?

Is Singapore witnessing a durable capital markets revival - or the final act of a liquidity-driven surge? In this episode, hosted by Michelle Martin, we examine whether the STI’s charge past 5,000 mar...

23 Helmi 16min

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