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)

SIEWCast: Inside PacificLight’s $1B Hydrogen-Ready Power Move — Can It Power Homes Greener?

SIEWCast: Inside PacificLight’s $1B Hydrogen-Ready Power Move — Can It Power Homes Greener?

A billion-dollar bet on the future of clean energy is taking shape on Jurong Island. PacificLight’s upcoming hydrogen-compatible power plant, the most efficient of its kind in Singapore, is set to com...

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Money and Me: From Pocket Change to Purpose—A Financial Starter Kit for Gen Z

Money and Me: From Pocket Change to Purpose—A Financial Starter Kit for Gen Z

When did you first feel the weight—and thrill—of managing your own money? Hosted by Michelle Martin, this episode explores the personal financial journeys that begin in university and National Service...

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Market View: Buffett Trims, Burgers Boom & Big Bets on UMS, SATS, Acrophyte

Market View: Buffett Trims, Burgers Boom & Big Bets on UMS, SATS, Acrophyte

Catch the latest on Berkshire Hathaway, DaVita, UMS Holdings, Acrophyte Hospitality Trust, Frasers Hospitality Trust, DFI Retail, Tenaga Nasional, Red Robin Gourmet Burgers, SATS, Broadcom, Lululemon,...

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Money and Me: Where Are Global Property Titans Investing?

Money and Me: Where Are Global Property Titans Investing?

Where are the world’s wealthiest parking their millions? Look no further than Dubai. Wealthy Asians are snapping up luxury properties in Dubai, now the world’s busiest market for homes over US$10 mill...

30 Touko 202522min

Market View: Winners in the Global Tug of War on Tariffs, Tech, and Trouble Ahead for Whom?

Market View: Winners in the Global Tug of War on Tariffs, Tech, and Trouble Ahead for Whom?

Markets are wobbling and investors are watching—what’s moving the dial across Asia and beyond? From Vietnam’s tech giant FPT, to Hong Kong’s debt-laden New World Development, to tariff twists from Was...

30 Touko 202523min

Read: Shiv Khera on Slaying Stress, Living Fully, and Winning Differently

Read: Shiv Khera on Slaying Stress, Living Fully, and Winning Differently

Can stress be managed before it becomes the silent killer of your potential? Bestselling author of You Can Win, Shiv Khera returns with Live While You're Alive, tackling stress with his signature clar...

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Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

What happens when courts override presidents and investors exhale? Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk. Is Ch...

29 Touko 202525min

Market View: Nvidia Defies Sanctions, Trump Tariffs Struck Down, and Seatrium’s $21B Orderbook Wobbles

Market View: Nvidia Defies Sanctions, Trump Tariffs Struck Down, and Seatrium’s $21B Orderbook Wobbles

Global markets are reacting to a legal thunderbolt: Trump’s ‘reciprocal tariffs’ have been struck down by a U.S. court. Investors are cheering, with futures surging and the “TACO Trade” catching headl...

29 Touko 202525min

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