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(3710)

Market View: Wilmar’s Woes, Nuclear Bets & Dollar Doubts

Market View: Wilmar’s Woes, Nuclear Bets & Dollar Doubts

With U.S. markets closed for Juneteenth, Asia takes center stage. We break down the unfolding multi-trillion rupiah corruption probe rocking Wilmar International — a scandal dating back to Indonesia’s...

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Money and Me: Plan for Children's Uni and Boost your Retirement Funds? 

Money and Me: Plan for Children's Uni and Boost your Retirement Funds? 

How much does it really cost to send your child to uni - whether local or overseas? How will you fund this without compromising the build up of your retirement funds? Daniel Sim, Founder of Golden Goo...

18 Kesä 202527min

Market View: Bullish REITs, Wilmar Seizure Shock & Herbal Stock Surge

Market View: Bullish REITs, Wilmar Seizure Shock & Herbal Stock Surge

A herbal stock with zero revenue rockets 64,000%—what’s behind the madness? Michelle and Ryan unpack DBS’s latest bullish call on industrial REITs. Wilmar faces a billion-dollar graft probe in Indones...

18 Kesä 202523min

Money and Me: Global Bonds Break Out of the Mold

Money and Me: Global Bonds Break Out of the Mold

A rising tide of uncertainty is pushing investors out of the long end of the U.S. bond curve. Hosted by Michelle Martin, this episode explores what surging 30-year Treasury yields mean for your portfo...

17 Kesä 202514min

Market View: Oil Stocks Surge, WhatsApp Ads Arrive, IPOs Soar

Market View: Oil Stocks Surge, WhatsApp Ads Arrive, IPOs Soar

Energy names rally, IPOs pop, and WhatsApp rewrites the rules. Hosted by Michelle Martin with Ryan Huang, this episode covers a spike in SGX-listed oil plays like Rex International and RH Petrogas. We...

17 Kesä 202517min

Money and Me: REITs Among Upcoming IPO's and what you need to know

Money and Me: REITs Among Upcoming IPO's and what you need to know

Could 2025 be the year Singapore's REIT market regains its shine? With Centurion gearing up for a REIT IPO backed by worker and student housing, Keppel DC REIT reclaiming a spot on the STI, and Singap...

16 Kesä 202515min

Market View: Biotech Boom, REIT Buybacks, and the Stablecoin Shakeup

Market View: Biotech Boom, REIT Buybacks, and the Stablecoin Shakeup

Chinese biotech stocks are breaking out—with deals involving Pfizer, Bristol-Myers Squibb, and BioNTech rewriting the playbook for global pharma partnerships. But will the rally last? Back in Singapor...

16 Kesä 202525min

Money and Me: Is Crytpo's Most popular asset sprinting ahead in Asia?

Money and Me: Is Crytpo's Most popular asset sprinting ahead in Asia?

Could Hong Kong’s stablecoin push set the tone for a digital currency shakeup across Asia? Hosted by Michelle Martin with Chengyi Ong, Head of Policy for APAC at Chainalysis, this episode unpacks the ...

13 Kesä 202511min

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