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(3739)

Money and Me: The Chip war is heating up, what 2023's biggest IPO is all about, and property developers turned penny stocks

Money and Me: The Chip war is heating up, what 2023's biggest IPO is all about, and property developers turned penny stocks

Chinese electronic giant Huawei raised eyebrows last week not just because it rolled out a new phone, but because the new chips in the Mate60 Pro reflects breakthrough technology. While the chips are ...

7 Sep 202324min

Market View: US Treasury yields rise, AMC, Roku, Evergrande, GameStop, Thailand investor confidence, Winners and Losers of oil price rally, Rising US Dollar

Market View: US Treasury yields rise, AMC, Roku, Evergrande, GameStop, Thailand investor confidence, Winners and Losers of oil price rally, Rising US Dollar

On this episode of Market View, Michelle Martin and Ryan Huang discuss what’s driving the rise in US Treasury yields and what it means for growth stocks, the biggest winners and losers of rising oil p...

7 Sep 202314min

Money and Me: Your choices for insurance even with pre-existing conditions

Money and Me: Your choices for insurance even with pre-existing conditions

When it comes to insurance, most of us would know that some pre-existing conditions may prevent us from getting the protection we might need.  But many would be happy to know that these days, more pol...

6 Sep 202323min

Influence: Unlocking liquid staking with RockX's Chen Zhuling

Influence: Unlocking liquid staking with RockX's Chen Zhuling

How is the market for liquid staking developing and what does it stand to gain the most from? Michelle Martin finds out with Chen Zhuling, Co-Founder & CEO of RockX, a Singapore-based crypto staking p...

6 Sep 202320min

Market View: Disney vs Charter, Warner Bros Discovery strike, Arm IPO, AeroVironment, GSH Corp, Grab & Singtel, Wall Street selloff, Country Garden payment

Market View: Disney vs Charter, Warner Bros Discovery strike, Arm IPO, AeroVironment, GSH Corp, Grab & Singtel, Wall Street selloff, Country Garden payment

What do you need to know about the channel dispute between Disney and Charter? As the strike on Warner Bros Discovery rages on, how big of an impact will this have on its profits? And why are people s...

6 Sep 202321min

Money and Me: Are ILPs an affordable way to accumulate wealth?

Money and Me: Are ILPs an affordable way to accumulate wealth?

Should you buy an ILP if you already have an insurance plan? Is an ILP a practical way to save for retirement? Michelle Martin breaks down the crucial questions that you need to know about ILPs with C...

5 Sep 202321min

Market View: Bullish case of Lithium, Data centre S-Reits in spotlight, SM Entertainment, Diamond Prices, City Developments, Mapletree Logistics Trust, China property stocks rallies

Market View: Bullish case of Lithium, Data centre S-Reits in spotlight, SM Entertainment, Diamond Prices, City Developments, Mapletree Logistics Trust, China property stocks rallies

What’s the bullish and bearish case of Lithium? Why are data centre S-Reits under investors’ spotlight? And what is pushing China’s property stocks higher today? Find out with Michelle Martin and Ryan...

5 Sep 202320min

Money and Me: Investing in climate adaptation

Money and Me: Investing in climate adaptation

In a fractious ESG environment, how can investors capitalize on climate risk?  Michelle Martin and Founder and CEO of Climate Alpha, Parag Khanna discuss real-estate investing and resilient geographi...

4 Sep 202324min

Populært innen Business og økonomi

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