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)

Money and Me: Change what is keeping you broke!

Money and Me: Change what is keeping you broke!

Today Michelle has selected just the book for a financial reset. Founder of financial literacy platform The Simple Sum, Shirley Crystal Chua joins Michelle Martin for a discussion on the platform's ne...

6 Joulu 202424min

Market View: Keppel, Amazon, Schneider Electric, Nvidia, Hewlett Packard, Synopsys, Hon Hai, SGX, SingPost, Suntec REIT, Spotify

Market View: Keppel, Amazon, Schneider Electric, Nvidia, Hewlett Packard, Synopsys, Hon Hai, SGX, SingPost, Suntec REIT, Spotify

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Keppel's AI partnership with Amazon, Schneider Electric's collaboration with Nvidia, and...

6 Joulu 202423min

Money and Me: Anthony Kruger on BlackRock's Systematic Investing and AI

Money and Me: Anthony Kruger on BlackRock's Systematic Investing and AI

Join Michelle Martin on Money and Me with Anthony Kruger, APAC Head of Platform Strategy for BlackRock Systematic Group. Explore how BlackRock’s systematic investing integrates proprietary AI models t...

5 Joulu 202424min

Market View: Foot Locker, American Eagle, Abercrombie & Fitch, General Motors, Disney, Marvell Technology, Netflix, Hithink RoyalFlush, Jaguar, Yangzijiang Shipbuilding, Sembcorp Industries, Jardine Matheson, Thai Bev

Market View: Foot Locker, American Eagle, Abercrombie & Fitch, General Motors, Disney, Marvell Technology, Netflix, Hithink RoyalFlush, Jaguar, Yangzijiang Shipbuilding, Sembcorp Industries, Jardine Matheson, Thai Bev

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode dives into Foot Locker’s struggles, American Eagle’s earnings slump, and Abercrombie & Fitch’s e...

5 Joulu 202424min

Money and Me: Is market concentration any good and should you invest in bonds today?

Money and Me: Is market concentration any good and should you invest in bonds today?

With the stock market set to continue breaking records, how much of a concern is the increasing weight of mega US stocks in most market capitalization portfolios for investors? Should investors be inv...

4 Joulu 202424min

Market View: Carlsberg, DBS, Nvidia, Gulf Energy, GM, Microsoft, Salesforce, Stellantis, Samsung, AT&T, Marco Polo Marine, Thai Bev, Yangzijiang Shipbuilding, and Mapletree Industrial Trust

Market View: Carlsberg, DBS, Nvidia, Gulf Energy, GM, Microsoft, Salesforce, Stellantis, Samsung, AT&T, Marco Polo Marine, Thai Bev, Yangzijiang Shipbuilding, and Mapletree Industrial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into South Korea's political upheaval and its impact on markets, Thailand’s AI push led by Nv...

4 Joulu 202420min

Money and Me: Growth investing and CPF review

Money and Me: Growth investing and CPF review

Is growth investing a viable strategy for someone with a smaller paycheck? How can you maximize the returns on your SRS account? And with the SA set to close in 2025, what does it mean for those turni...

3 Joulu 202422min

Market View: US AI curbs on China, Sembcorp bet on renewable energy, Intel, Nike, Euro, SingPost, Keppel DC REIT, Yangzijiang Shipbuilding

Market View: US AI curbs on China, Sembcorp bet on renewable energy, Intel, Nike, Euro, SingPost, Keppel DC REIT, Yangzijiang Shipbuilding

Who are the winners & losers of US’s latest AI curbs on China? How should investors think about Sembcorp’s big bet on renewable energy? Find out with Michelle Martin and Ryan Huang as they break down ...

3 Joulu 202422min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
herrasmieshakkerit
rss-neuvottelija-sami-miettinen
rss-h-asselmoilanen
rss-seuraava-potilas
rss-paasipodi
inderespodi
rahapuhetta
pomojen-suusta
sijoituspodi
rss-markkinointitrippi
syo-nuku-saasta
asuntoasiaa-paivakirjat
rss-laakispodi
rss-bisnesta-bebeja