Money and Me: The S-REIT Comeback - Income, Upgrades and What to Buy in 2026

Money and Me: The S-REIT Comeback - Income, Upgrades and What to Buy in 2026

Singapore REITs may finally be turning the corner.

Singapore REITs enter 2026 at a pivotal moment say's Kenny Loh, as interest-rate cuts revive sentiment and valuations remain below historical averages.

After delivering a near-23% gain in 2025 - their best run since 2019 - analysts expect a two-year earnings upgrade cycle driven by falling borrowing costs and rising distributions.

We unpack which REITs face refinancing risks, how balance sheets are being managed, and where higher interest coverage offers protection.

From industrial and logistics to retail, offices and data centres, we assess which property sub-sectors look resilient - and which still face headwinds.

We also ask whether current price-to-NAV discounts present compelling entry points, or if markets are still pricing in too much caution.

Joining us is Kenny Loh, REIT Specialist and Wealth Advisory Director, as we discuss strategy, risks and specific S-REITs on the radar for 2026, hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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Market View: Google at $4 Trillion - When AI Lifts Giants and Spooks the Rest

Market View: Google at $4 Trillion - When AI Lifts Giants and Spooks the Rest

Alphabet’s blockbuster quarter puts AI back in the spotlight as the tech giant delivers surging profits and resilient ad growth, even as markets turn jittery. Hosted by Michelle Martin with Ryan Huang...

5 Helmi 22min

Money and Me: Buying  China in One Click - From A500 ETFs to the Six AI Tigers

Money and Me: Buying  China in One Click - From A500 ETFs to the Six AI Tigers

China’s investment narrative is shifting from old economy giants to new-generation growth engines. Michelle Martin speaks with Dr Wealth cofounder Alvin Chow, to explore whether the new CSI A500 index...

4 Helmi 22min

Market View: Pharma Shockwaves, Singtel’s Deal Buzz & Big Tech’s Slide

Market View: Pharma Shockwaves, Singtel’s Deal Buzz & Big Tech’s Slide

Big Pharma’s report cards just rewrote the market mood. Market View dives into why Pfizer slipped into a quarterly loss, why Novo Nordisk plunged double digits, and how Merck managed to buck the trend...

4 Helmi 22min

READ: The Sound of S-C-H  by Danielle Lim

READ: The Sound of S-C-H  by Danielle Lim

Danielle Lim, author of The Sound of S-C-H, joins READ with Michelle Martin to discuss the newly reissued edition of her Singapore literature prize-winning book that chronicled her uncle’s life with s...

3 Helmi 22min

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer. Our guest, John Sidawi, Senior Portfolio M...

3 Helmi 18min

Market View:  Where is the Disney Magic? Musk on AI in Space & Market Whiplash

Market View:  Where is the Disney Magic? Musk on AI in Space & Market Whiplash

Disney beats earnings but warns of falling tourist demand, sending its shares sharply lower. Costs are eating into some of the Disney magic. Meanwhile, Elon Musk is building a super stock story. Elon ...

3 Helmi 24min

Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World

Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World

Markets are flashing warning lights - and investors are wondering if the rules have changed. Gold and silver tumble after a near-vertical rally as politics collides with monetary policy. We unpack why...

2 Helmi 15min

Market View: Pharma’s Two-Front War, a Metals Meltdown, and a New Fed Sheriff

Market View: Pharma’s Two-Front War, a Metals Meltdown, and a New Fed Sheriff

Big Pharma goes global, precious metals go vertical - then crash, and Wall Street braces for a new Fed era. Market View tracks AstraZeneca’s New York debut and what it signals about the race between t...

2 Helmi 24min

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