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(3741)

Market View: Nvidia, Grab, Shell, Mister Donut, Sabana Industrial REIT

Market View: Nvidia, Grab, Shell, Mister Donut, Sabana Industrial REIT

What are the factors contributing to Nvidia’s record results? Why has Grab brought forward its profitability target? Why is Shell considering a sale of its Singapore refining and petrochemical plants?...

24 Aug 202314min

Market View: Nike, Dick’s Sporting Goods, Macy’s, ComfortDelGro, Seatrium, Boustead

Market View: Nike, Dick’s Sporting Goods, Macy’s, ComfortDelGro, Seatrium, Boustead

Why is Nike’s stock on its biggest losing streak since the apparel giant’s IPO in 1980? What’s caught the eye of investors as they assess private business activity reports from Australia and Japan? Ad...

23 Aug 202311min

Market View: S&P 500, NASDAQ, BHP, Arm Holdings, Zoom, Oxley, Dasin Retail Trust, LHN, NoonTalk Media

Market View: S&P 500, NASDAQ, BHP, Arm Holdings, Zoom, Oxley, Dasin Retail Trust, LHN, NoonTalk Media

Why do investors remain super skeptical about the pace of China’s consumer rebound? What can we expect from Arm’s US initial public offering? What’s driving Zoom’s better than expected fiscal second-q...

22 Aug 202314min

Market View: Nvidia, Jackson Hole, Singtel, SBS Transit, HDB, Creative Technology

Market View: Nvidia, Jackson Hole, Singtel, SBS Transit, HDB, Creative Technology

What are the main factors contributing to Singtel’s first-quarter net profit decline? What can we expect from the Jackson Hole Symposium? Will the AI trade face its first major test with the upcoming ...

21 Aug 202310min

Money and Me: Should you use leverage when investing today? Can AI minimise risk?

Money and Me: Should you use leverage when investing today? Can AI minimise risk?

How should an investor think about trading on leverage? Can algorithms today help you minimise your risk? Michelle Martin discusses using leverage in today's market with Swapnil Mishra, Founder, Wealt...

18 Aug 202322min

Market View: Walmart raises full-year earnings forecast, Cisco rebounds, Tapestry weak profit outlook, Apple, CapitaLand Ascendas Reit, Marco Polo Marine, Singapore’s Laundering Scandal

Market View: Walmart raises full-year earnings forecast, Cisco rebounds, Tapestry weak profit outlook, Apple, CapitaLand Ascendas Reit, Marco Polo Marine, Singapore’s Laundering Scandal

Even after a disappointing annual revenue forecast, why are investors still positive on Cisco? Which banks may be involved in the Anti-money laundering bust that seized S$1 billion and what implicatio...

18 Aug 202321min

Market View: VinFast, SGX, HKEX, Sembcorp Marine, Tencent, JD.com, Target, Zhongrong International Trust  Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.

Market View: VinFast, SGX, HKEX, Sembcorp Marine, Tencent, JD.com, Target, Zhongrong International Trust Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.

Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michell...

17 Aug 202319min

Money and Me: How to build a global dividend portfolio

Money and Me: How to build a global dividend portfolio

What factors do we need to consider to ensure we’re getting consistent healthy portfolio returns?  How do you minimise risk, which regions could you consider, what’s a 30 second balance sheet test?  M...

17 Aug 202321min

Populært innen Business og økonomi

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