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: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Market View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Michelle Martin goes on her daily tour of markets noting first the strong start of Asia-Pacific stocks this Monday. Michelle is joined by Ryan Huang as both discuss the latest director deals in Wilmar...

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Money and Me: Best air miles credit card you’d want today

Money and Me: Best air miles credit card you’d want today

The holiday season is upon us and that means a ton of spending is about to take place for those travelling or shopping for the festivities! But as you spend responsibly, how can you take advantage of ...

22 Marras 202424min

Market View: Morgan Stanley bullish on US, Gautam Adani impact on India’s economy, Apple, Gap, Bitcoin, Microstrategy, PDD, Baidu, Singapore’s GDP growth forecast

Market View: Morgan Stanley bullish on US, Gautam Adani impact on India’s economy, Apple, Gap, Bitcoin, Microstrategy, PDD, Baidu, Singapore’s GDP growth forecast

Why does Morgan Stanley think that the US economy is set to outperform in 2025? What do you need to understand about Gautam Adani’s latest US fraud charges and its implications on the broader Indian e...

22 Marras 202427min

Money and Me: Data Centred S-REITs; here is what you need to know 

Money and Me: Data Centred S-REITs; here is what you need to know 

Join Michelle Martin as she explores the buzzing S-REITs sector with a focus on data centres! Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, who sta...

21 Marras 202424min

Market View: Nvidia, Microsoft, Oracle, OpenAI, Target, Walmart, Adani Enterprises, Nio, Comcast, Snowflake, MTR, Tokyo Metro, Sumitomo, SingTel, DFI Retail, and Hello Kitty is how old?

Market View: Nvidia, Microsoft, Oracle, OpenAI, Target, Walmart, Adani Enterprises, Nio, Comcast, Snowflake, MTR, Tokyo Metro, Sumitomo, SingTel, DFI Retail, and Hello Kitty is how old?

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode explores Nvidia's stellar growth and its new AI chip, Blackwell, alongside insights into its earnin...

21 Marras 202421min

Money and Me: Constructing your real estate portfolio with AI

Money and Me: Constructing your real estate portfolio with AI

Across the board, artificial intelligence is revolutionising how businesses operate and how we make decisions. Today, it is also changing the real estate landscape, with many property investors using ...

20 Marras 202423min

Market View: Walmart hikes outlook, Lowe's earnings beat, Xpeng, Merck, Microsoft, Frencken, Singapore Data centres, Resort World Sentosa, Markets reaction to Putin's nuclear doctrine

Market View: Walmart hikes outlook, Lowe's earnings beat, Xpeng, Merck, Microsoft, Frencken, Singapore Data centres, Resort World Sentosa, Markets reaction to Putin's nuclear doctrine

Which company pulled the US markets higher? How are markets reacting to Russian President Vladmir Putin's nuclear doctrine? What's the latest on the S-REITs acquisition front? Learn more with Michelle...

20 Marras 202421min

Read: The Power of Agency by Fred Miller and Judith Katz

Read: The Power of Agency by Fred Miller and Judith Katz

Hosted by Michelle Martin, this episode dives into The Power of Agency by Fred Miller and Judith Katz, who bring over 100 years of leadership expertise to the table. They've written an essential guide...

19 Marras 202424min

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