Money and Me: S-REITs vs Banks – Is It Time to Rotate?

Money and Me: S-REITs vs Banks – Is It Time to Rotate?

S-REITs are on a winning streak — how early in the cycle are we? Is the run sustainable?

Hosted by Michelle Martin, this episode features Kenny Loh, Wealth Advisory Director and one of Singapore’s leading REIT specialists, to unpack July’s standout performers and the key drivers behind their double-digit returns.

We dive into why the S-REIT Index hit record highs in early July, and whether the ambitious 12-month target of 1,159 points is realistic.

Could rate cuts, yield spread changes, and macro shifts open the door for investors to rotate out of local banks and into REITs?

Kenny weighs the pros and cons of such a move, and outlines allocation strategies for income seekers. We also explore the REIT sub-sectors that may prove most resilient in H2 2025.

Recorded ahead of Kenny’s 2H 2025 S-REIT Market Outlook session at SGX, this is your insider’s guide to the evolving REIT landscape.

See omnystudio.com/listener for privacy information.

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Influence: Dr Lana Kashlan talks about which hair loss treatment is the most suitable for you

Influence: Dr Lana Kashlan talks about which hair loss treatment is the most suitable for you

Hair loss is a common phenomenon but we seem to have downplayed the emotional, psychological and even dermatological needs of people experiencing hair loss, regardless of whether your gender or age. I...

27 Syys 20199min

Money and Me: Bitcoin - Shaping the Future of the Global Economy

Money and Me: Bitcoin - Shaping the Future of the Global Economy

Join Michelle Martin, as she speaks to Christopher Long, Founder, CryptoTrader SG about how Bitcoin could someday change the face of global economy.See omnystudio.com/listener for privacy information.

27 Syys 201919min

Influence: Renowned Singapore designer Wykidd Song talks about his new fashion label AKINN

Influence: Renowned Singapore designer Wykidd Song talks about his new fashion label AKINN

Renowned Singapore designer and co-founder of Song+Kelly, Wykidd Song, was known for putting Singapore’s name on the international fashion platform with the first Singapore Ready-To-Wear brand sold at...

26 Syys 201911min

Money and Me: In Conversation With Arun Pai of Kristal.AI

Money and Me: In Conversation With Arun Pai of Kristal.AI

Join Michelle Martin, as she speaks to Arun Pai, Chief Kristals Officer, Kristal.AI about the latest stock market movements that investors ought to take note of.See omnystudio.com/listener for privacy...

26 Syys 20197min

Money and Me: Venturing Out With FutureLabs

Money and Me: Venturing Out With FutureLabs

Join Michelle Martin, as she speaks to Mario Aquino, Managing Partner, FutureLabs Ventures about venture capital investments, the dynamics of ecosystem venturing and what we need to know about what Fu...

26 Syys 201914min

Influence: Alipay and WeChat Pay's biggest partner QFPay is helping merchants with their payment solutions

Influence: Alipay and WeChat Pay's biggest partner QFPay is helping merchants with their payment solutions

Patrick Ngan, CEO & Co-Founder of QFPay International Limited talks about helping merchants with their payment solutions.See omnystudio.com/listener for privacy information.

25 Syys 201911min

Money and Me: The Right Time to Start Investing

Money and Me: The Right Time to Start Investing

Join Michelle Martin, as she speaks to Kenneth Lou, CEO of Seedly and Junus Eu, a top 10 contributor at Seedly and Venture Capitalist about knowing when it would be the best time to start investing an...

25 Syys 201922min

Money and Me: EndowUs Now With Low Rates for CPFIS

Money and Me: EndowUs Now With Low Rates for CPFIS

Join Michelle Martin, as she speaks to Samuel Rhee, Founding Partner and Chief Investment Officer, EndowUs about his operation's new portfolio service for savings in the CPF Investment Scheme and how ...

24 Syys 201923min

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