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(3721)

Market View: Wilmar, SingPost, Adani, Boeing, Cambricon, and Sembcorp

Market View: Wilmar, SingPost, Adani, Boeing, Cambricon, and Sembcorp

Hosted by Michelle Martin, this special Solo Edition of Market View delves into key market movements and corporate developments. Discover how Wilmar’s $2 billion acquisition from Adani Wilmar expands ...

31 Joulu 202410min

Money and Me: Create a co-living space as a business? 

Money and Me: Create a co-living space as a business? 

Where can you find affordable property that can be converted to co-living space? Who is entering this business and why? Hosted by Michelle Martin, this episode of Money and Me features Benny Ong, Co-f...

30 Joulu 202422min

Market View: Netflix, Apple, Oiltek, Beng Kuang, Wee Hur, Midea Group, Horizon Robotics, China Resources Beverages, Mao Geping, Nippon Telegraph & Telephone, Seatrium, SingTel, Frasers Logistics & Commercial Trust

Market View: Netflix, Apple, Oiltek, Beng Kuang, Wee Hur, Midea Group, Horizon Robotics, China Resources Beverages, Mao Geping, Nippon Telegraph & Telephone, Seatrium, SingTel, Frasers Logistics & Commercial Trust

Hosted by Michelle Martin, this episode of Market View dives into the performance of Asia-Pacific markets, the Straits Times Index's stellar year, and the outlook for Singapore's real estate investmen...

30 Joulu 202414min

Little Luxuries - How's your table manners?

Little Luxuries - How's your table manners?

Michelle discusses why investing in yourself is little luxury you should plan for!See omnystudio.com/listener for privacy information.

24 Joulu 20248min

Market View: SingPost, Honda, Nissan, Xerox, Nordstrom, Nvidia, Broadcom, Nike, NewsCorp, Vistra, TalkMed, Pop Mart

Market View: SingPost, Honda, Nissan, Xerox, Nordstrom, Nvidia, Broadcom, Nike, NewsCorp, Vistra, TalkMed, Pop Mart

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Discover the latest developments at SingPost amidst its corporate governance scandal, and learn about the histor...

24 Joulu 202411min

Money and Me: Michelle's look back to 2024

Money and Me: Michelle's look back to 2024

Michelle picks some of her favourite shows of 2024 and reminisces. See omnystudio.com/listener for privacy information.

24 Joulu 202425min

Money and Me: Bring Christmas to those in need with ONE (SINGAPORE)

Money and Me: Bring Christmas to those in need with ONE (SINGAPORE)

This holiday season, Michelle Martin hosts Minnie Venkatachalam from ONE (SINGAPORE) to discuss their inspiring ONE Wish List 2024. Discover how this initiative delivers holiday gifts to children from...

23 Joulu 202423min

Market View: Berkshire Hathaway, SingPost, Netflix, Novo Nordisk, Eli Lilly, Nio, Pop Mart, and Top Glove

Market View: Berkshire Hathaway, SingPost, Netflix, Novo Nordisk, Eli Lilly, Nio, Pop Mart, and Top Glove

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Warren Buffett's latest investments, including Occidental Petroleum, Sirius XM, and Veri...

23 Joulu 202421min

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