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)

Money and Me: 3 Singapore dividend stocks; from luxury, to infrastructure and recruitment

Money and Me: 3 Singapore dividend stocks; from luxury, to infrastructure and recruitment

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Market View: Synopsys acquires Ansys, Morgan Stanley and Goldman Sachs top estimates, Restaurant Brands, Vodafone, Wilmar International, Blackstone, Warren Buffett increasing stakes in 5 Japanese stocks

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Read: Trauma - The Invisible Epidemic

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16 Jan 202415min

Money and Me: Why Singapore’s first active ETF is looking to Japan

Money and Me: Why Singapore’s first active ETF is looking to Japan

Michelle Martin takes a closer look at the Lion-Nomura Japan Active ETF. How does it integrate with an AI model and what’s under the wrapper? Michelle finds out with Ong Ai Ling, Head, Artificial Inte...

16 Jan 202420min

Market View: Investors bullish on Indian Tech stocks, Japan markets multi-decade highs, Baidu, China Everbright, Keppel DC REIT, Japan’s transportation stocks

Market View: Investors bullish on Indian Tech stocks, Japan markets multi-decade highs, Baidu, China Everbright, Keppel DC REIT, Japan’s transportation stocks

Why are investors bullish in Indian Tech stocks? What’s driving the rally in Japan markets? And how likely is it to continue this trend through 2024? Michelle Martin and Ryan Huang find out. See omnys...

16 Jan 202416min

Money and Me: Why S-REIT investors are focused on valuations in 2024?

Money and Me: Why S-REIT investors are focused on valuations in 2024?

Will the  S-REIT sector be net outperformers in 2024? Which sub-sectors can contrarian investors hunting for value look towards? Michelle Martin speaks with Kenny Loh, REIT Specialist and Independent ...

15 Jan 202416min

Market View: BlackRock buys GIP for $12.5 billion, JPMorgan record net interest income, Microsoft v Apple, Burberry, Singapore ports, Bank of America lower fourth-quarter profit, MicroStrategy’s co-founder sold shares leading up to Bitcoin ETF Launch

Market View: BlackRock buys GIP for $12.5 billion, JPMorgan record net interest income, Microsoft v Apple, Burberry, Singapore ports, Bank of America lower fourth-quarter profit, MicroStrategy’s co-founder sold shares leading up to Bitcoin ETF Launch

Why is BlackRock investing in infrastructure firm GIP for $12.5 billion? What’s behind JPMorgan’s record profit numbers last year? And what’s pushing the Bank of America’s fourth-quarter profit lower?...

15 Jan 202421min

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Market View: Bitcoin, Uniqlo, TCS, Citigroup, Fujitsu, Apple, Microsoft, US Markets, Google, Reliance, Thomson Medical

What are the major headlines making news on the first day of trading from the newly approved bitcoin spot ETF? What are the major factors leading to mass tech layoffs in the US? Why is Citigroup at ri...

12 Jan 202422min

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