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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Money and Me: The Great Convergence - Buying a Home When AI Is Shaking Your Paycheque

Money and Me: The Great Convergence - Buying a Home When AI Is Shaking Your Paycheque

What if the real risk in buying a home isn’t interest rates - but your job? In early 2026, AI disruption, shifting HDB policies and volatile careers are forcing buyers to rethink what “affordable” rea...

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Market View: Amazon’s AI Bill, Crypto Chill & Earnings Whiplash

Market View: Amazon’s AI Bill, Crypto Chill & Earnings Whiplash

Amazon which posted solid headline profits, but saw a market recoil as expectations collide with a US$200bn AI spending plan. So why did Wall Street blink? AWS shines with robust margins and growth, u...

6 Helmi 22min

Money and Me: Stop Letting Your SRS Sleep - How ETFs Turn Tax Relief into Real Returns

Money and Me: Stop Letting Your SRS Sleep - How ETFs Turn Tax Relief into Real Returns

Many Singaporeans treat SRS as a “set it and forget it” tax tool, leaving cash idle at 0.05% while inflation does the damage. Hosted by Michelle Martin, this episode explores why investors are waking ...

5 Helmi 25min

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

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