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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Money and Me: Trump’s Tariff U-turn strategy benefits, what Deepseek means for investing in AI

Money and Me: Trump’s Tariff U-turn strategy benefits, what Deepseek means for investing in AI

Hosted by Michelle Martin who invites Arun Pai to this episode to unpack Trump’s 10% tariff on Chinese imports and the closure of the "de minimis" loophole. What do the moves mean for US interests? Th...

6 Helmi 202523min

Market View: CapitaLand China Trust, Ford, Disney, LG CNS, Qualcomm, Toyota, Novo Nordisk, GSK, SGX, Microstrategy

Market View: CapitaLand China Trust, Ford, Disney, LG CNS, Qualcomm, Toyota, Novo Nordisk, GSK, SGX, Microstrategy

Join Michelle Martin on her tour of markets! Asia-Pacific markets rise as investors take cues from Wall Street. Hosted by Michelle Martin with Ryan Huang, the episode dissects earnings from CapitaLand...

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Money and Me: Personal Finance 101 for gig workers in 2025

Money and Me: Personal Finance 101 for gig workers in 2025

Hosted by Michelle Martin, this episode explores the financial impact of Singapore’s Platform Workers Act with Elijah Lee, Senior Financial Services Manager at Phillip Securities. How will mandatory C...

5 Helmi 202524min

Market View: Alphabet, AMD, Keppel, Grab, GoTo, Spotify, Estee Lauder, Mattel, Sirius XM, Venture Corp, SATS, Sembcorp, DFI Retail

Market View: Alphabet, AMD, Keppel, Grab, GoTo, Spotify, Estee Lauder, Mattel, Sirius XM, Venture Corp, SATS, Sembcorp, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street gains. Hosted by Michelle Martin with Ryan Huang, the duo unpacks Alphabet’s and AMD’s earnings sel...

5 Helmi 202520min

Money and Me: AI’s Impact on Careers, Business Value, and Industry Disruption with Professor Jason Davis

Money and Me: AI’s Impact on Careers, Business Value, and Industry Disruption with Professor Jason Davis

Michelle Martin explores how businesses can thrive in the AI era with Professor Jason Davis, Associate Professor of Entrepreneurship and Family Enterprise at INSEAD. Discover how businesses are lever...

4 Helmi 202523min

Market View: Samsung, Palantir, SingPost, mm2 Asia, Keppel Pacific Oak US REIT, Lendlease Global REIT, Suntec REIT, Stellantis, General Motors, SingTel, Seatrium, DFI Retail, Wilmar International

Market View: Samsung, Palantir, SingPost, mm2 Asia, Keppel Pacific Oak US REIT, Lendlease Global REIT, Suntec REIT, Stellantis, General Motors, SingTel, Seatrium, DFI Retail, Wilmar International

Join Michelle Martin on her tour of markets! Asia-Pacific stocks rebound as US tariffs on Canada and Mexico are paused, but new levies on China loom. Michelle and Ryan examine the impact on Stellantis...

4 Helmi 202520min

Money and Me: AI winners and losers given Deepseek Disruption, surprise week for US office REITS listed in SG

Money and Me: AI winners and losers given Deepseek Disruption, surprise week for US office REITS listed in SG

Amidst an escalating trade war as President Trump imposes tariffs, triggering significant market declines, what does China's DeepSeek AI's disruptive force mean for the AI infrastructure investment th...

3 Helmi 202520min

Read: Bring your best self forward in 2025

Read: Bring your best self forward in 2025

What's the power of presence? How can you unlock your influence? Michelle Martin shares her booklist for resources to help you manage your presence.See omnystudio.com/listener for privacy information...

3 Helmi 20253min

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