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: The Tariff effect spreads to services

Market View: The Tariff effect spreads to services

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Money and Me: How are S-REIT's doing amidst the Tariffs Turnaround?

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Asia-Pacific markets are roaring back, with Tokyo up 8% and Wall Street logging one of its best days in history. Host Michelle Martin and Ryan Huang, break down Trump’s abrupt tariff pause and what i...

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Money and Me: Are Your Savings Accounts Still Worth It? Plus, Ray Dalio’s All-Weather ETF Decoded

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8 Huhti 202522min

Market View: STI’s 7.5% Dive – Is It Panic or Opportunity? Which industrial metal is gaining attention?

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Asia-Pacific markets are rallying this morning - but Singapore just saw its biggest one-day drop since 2008. The Straits Times Index plunged 7.5%, with marine and property stocks leading the fall. Is ...

8 Huhti 202525min

Money and Me: What do Tariffs mean for the Property Investor? ( A Singaporean Perspective)

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What kind of homes remain resilient in unprecedented challenging times? How could unemployment impact rental yields in the UK, Singapore, and beyond? Where is there demand for smaller homes and social...

7 Huhti 202529min

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What a sea of red! There is a duality in in crisis - a time of danger is when opportunity arises. Asia-Pacific markets are trading sharply lower following one of the worst two-day routs in S&P 500 hi...

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Read: The Lee Ek Tieng Story – A Quiet Force in Contrast to Strongman Leadership

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His is a story of quiet power in the strongman era. Who was the Singapore civil servant with a human touch who led Singapore's GIC for 18 years? Michelle Martin reads Lee Ek Tieng: The Green General o...

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