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(3732)

Money and Me: Building a dividend portfolio from scratch

Money and Me: Building a dividend portfolio from scratch

Can you really build a dividend portfolio from scratch regardless of whether markets are up or down? Michelle Martin finds out with her guest, Willie Keng, Founder of The Dividend Titan.See omnystudio...

22 Mar 202424min

Market View: Apple's lawsuits, Reddit, Interest rate changes globally, CK Hutchison, UBS, Lululemon, Shake Shack

Market View: Apple's lawsuits, Reddit, Interest rate changes globally, CK Hutchison, UBS, Lululemon, Shake Shack

In this episode hear all about Apple's legal woes and it's potential impact on customers and the business, take a closer look at that Reddit IPO, tour the global interest rates moves with the UK, Swis...

22 Mar 202422min

Money and Me: Apple and Google AI partnership, Should you ‘lend’ your stocks, Impact of BOJ’s rate hike

Money and Me: Apple and Google AI partnership, Should you ‘lend’ your stocks, Impact of BOJ’s rate hike

What does a potential AI collaboration between Apple and Google mean for both companies and competitors in the market? Is it wise for investors to engage in ‘stock lending’? And what do investors need...

21 Mar 202423min

Market View: Pinduoduo Annual profits, Gucci, Micron, Astera Labs, US FOMC meeting key takeaways, Intel, Reddit, Boeing, Roche

Market View: Pinduoduo Annual profits, Gucci, Micron, Astera Labs, US FOMC meeting key takeaways, Intel, Reddit, Boeing, Roche

Are Pinduoduo’s numbers a sign of economic strength in China? Why is Kering’s Gucci warning of a $7.9 billion wipe off in market value? And what are the key takeaways of the latest US FOMC meeting? Fi...

21 Mar 202420min

Money and Me: How Credit-Co-operative can help you with your financial health

Money and Me: How Credit-Co-operative can help you with your financial health

What is the unique role of credit co-operatives (co-ops) in today’s market-place driven financial set-up, and how can they help people with their finances and financial health? Michelle Martin invites...

20 Mar 202420min

Money and Me: Where do Malaysia, Singapore and Hong Kong rank in investors' books?

Money and Me: Where do Malaysia, Singapore and Hong Kong rank in investors' books?

Which countries and regions top the Milken Institute's Global Opportunity Index? Michelle Martin finds out with Maggie Switek, Senior Director at the Milken Institute. See omnystudio.com/listener for ...

20 Mar 20249min

Market View: Unilever splits off ice cream unit, AstraZeneca buys Fusion Pharma, Japan interest rates hike, Chipotle, GoTo, Cocoa Prices, Xiaomi, SingPost

Market View: Unilever splits off ice cream unit, AstraZeneca buys Fusion Pharma, Japan interest rates hike, Chipotle, GoTo, Cocoa Prices, Xiaomi, SingPost

Why is Unilever splitting off its ice cream unit? What’s driving the M&A activity in the pharma space? And why didn't the yen rally on news of Japan’s interest rate hike? Michelle Martin puts these qu...

20 Mar 202420min

Money and Me: Why procrastinating with these two documents could be a bad idea for your money

Money and Me: Why procrastinating with these two documents could be a bad idea for your money

"Leave your loved ones your money, not disputes", says our guest. Michelle Martin and Justin Chan, Managing Partner, Justin Chan Chambers LLP reflect on 2 cases of disputes to help us all with legacy ...

19 Mar 202418min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
lydartikler-fra-aftenposten
pengepodden-2
utbytte
finansredaksjonen
pengesnakk
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
okonomiamatorene
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
stormkast-med-valebrokk-stordalen
lederpodden
rss-fa-makro
rss-markedspuls-2
boligbobla