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.

Episoder(3737)

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Money and Me: Pig Butchering Scams on the rise in 2024

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Money and Me: TSMC, the unwinding of a popular equity strategy and the debate over slowing EV sales and implications for Tesla

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4 Apr 202425min

Market View: Semiconductor supply chains and the quake in Taiwan, Disney, Amazon, Levi's, Dell, Apple, Samsung, AEM, OCBC, Singtel, Tesla

Market View: Semiconductor supply chains and the quake in Taiwan, Disney, Amazon, Levi's, Dell, Apple, Samsung, AEM, OCBC, Singtel, Tesla

Apart from the human impact, Taiwan is the world's largest producer of semiconductors. How could the quake impact the world's epicentre of the chip development? Have activist investors lost the battle...

4 Apr 202424min

Read: Will this book help you get "Lighter"?

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What's precision health coaching? What do kindness and acceptance have to do with weight loss? Why does fasting work well for some but not for others? Karen Foote and Michele Scherr, co-authors of Lig...

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Money and Me: More than 5% yield? Why are money market funds popular?

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