Money and Me: S-REITs at the Turning Point - Income, Opportunity and the New Owners of Property

Money and Me: S-REITs at the Turning Point - Income, Opportunity and the New Owners of Property

S-REITs are on track for their strongest year since 2019, delivering double-digit returns as borrowing costs ease and yields remain compelling, but looking ahead, what do investors need to keep an eye on for 2026?

The episode explores standout S-REIT sectors, the key metrics that matter most in a falling-rate world, and how income investors can position portfolios today.

We also unpack what Hong Kong Land’s move into private funds means for listed REITs like Keppel REIT - and whether dilution risks are rising.

Joining the conversation is Kenny Loh, REIT Specialist and Wealth Advisory Director, hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

Jaksot(3716)

Market View: Who is profiting from the Denim Wars? New lead in the AI IPO  race & a glowing debut on Singapore's IPO scene

Market View: Who is profiting from the Denim Wars? New lead in the AI IPO  race & a glowing debut on Singapore's IPO scene

A celebrity-fuelled denim war is reshaping retail - but what does it mean for markets? Hosted by Michelle Martin, this episode dives into how Levi’s, American Eagle, Gap, True Religion and more are ba...

4 Joulu 202518min

Money and Me: Singapore’s Mid-Cap Awakening - The SMID Surge Investors Can’t Ignore

Money and Me: Singapore’s Mid-Cap Awakening - The SMID Surge Investors Can’t Ignore

Singapore’s “forgotten” mid-caps may be turning into the market’s next big battleground.Hosted by Michelle Martin. With liquidity returning and MAS’s S$5B EQDP funneling fresh capital, long-ignored SM...

3 Joulu 202517min

Market View: Big money hits the Big Apple - and this company is right in the winner’s circle. Casinos, Code & Christmas 

Market View: Big money hits the Big Apple - and this company is right in the winner’s circle. Casinos, Code & Christmas 

New York unlocks new casino licenses, AI market leaders shift, and Advent calendars get an unexpected economic twist. Michelle Martin and Ryan Huang look at Genting’s near-miss delisting and its renew...

3 Joulu 202520min

READ: Work Like a Monk — Ancient Stillness for a Modern Working Mind

READ: Work Like a Monk — Ancient Stillness for a Modern Working Mind

Can a 2,500-year-old monastic tradition teach us how to work and live better today? In this episode hosted by Michelle Martin, Shoukei Matsumoto - Pure Land Buddhist monk, Harvard-trained thinker, aut...

2 Joulu 202517min

Money and Me: Singapore’s Next Growth Hubs - What URA’s Master Plan Really Means for Investors

Money and Me: Singapore’s Next Growth Hubs - What URA’s Master Plan Really Means for Investors

Singapore’s urban map is being rewritten — but what does that mean for your money? In this episode hosted by Michelle Martin, we unpack the newly gazetted URA Master Plan 2025 and what decentralisatio...

2 Joulu 202517min

Market View: REIT Rebound, Japan’s Jolt & the Rise of the Kidult Economy

Market View: REIT Rebound, Japan’s Jolt & the Rise of the Kidult Economy

Hosted by Michelle Martin with Ryan Huang, today’s Market View tracks the surge in the iEdge S-REIT Index and analyst calls on Lendlease Global Commercial REIT, Keppel REIT, Keppel DC REIT and Manulif...

2 Joulu 202521min

Money and Me: Smart Single Planning for retirement

Money and Me: Smart Single Planning for retirement

Money and Me dives into the latest AIA Live Better Study to uncover why singles — especially single women — face a uniquely challenging retirement landscape. Discover why optimism is lower for singles...

1 Joulu 202517min

Market View: Cyberflop & December Market Bulls

Market View: Cyberflop & December Market Bulls

Tesla’s Cybertruck flops on its second birthday, with sales plunging over 40% as delays, recalls and a sky-high price tag derail the hype. US markets head into December on bullish momentum, with Broad...

1 Joulu 202523min

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