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(3743)

Read: The Tao of Jeet Kune Do

Read: The Tao of Jeet Kune Do

Michelle Martin shares why you should read Bruce Lee even if you are not a martial artistSee omnystudio.com/listener for privacy information.

21 Jul 20234min

Money and Me: Twitter vs Threads showdown, The potential revival of Toyota EV

Money and Me: Twitter vs Threads showdown, The potential revival of Toyota EV

What does the copycat of Twitter, Threads, mean for the Musk-Meta showdown? Will Toyota’s lofty ambitions to half the size, cost and weight of its batteries for its electric vehicles be enough to revi...

21 Jul 202319min

Market View: MBS Q2 results, Grab Acquires Trans-cab, Truist Financial , Zion Bancorp, Johnson & Johnson, TResla, Ubisoft, FIFA, Changi Airport

Market View: MBS Q2 results, Grab Acquires Trans-cab, Truist Financial , Zion Bancorp, Johnson & Johnson, TResla, Ubisoft, FIFA, Changi Airport

On this episode of Market View, Michelle Martin and Ryan Huang takes a closer look at Marina Bay Sands' latest Q2 earnings results and Grab's acquisition of taxi company Trans-cab. They also analyse t...

21 Jul 202320min

Money and Me: 3 Singapore REITs to watch

Money and Me: 3 Singapore REITs to watch

Today on Money and Me, Michelle Martin invites Kenny Loh, REIT Specialist and Independent Financial Advisor to look at a rising interest rate environment, debt refinancing, changing office space trend...

20 Jul 202323min

Market View: Goldman Sachs earnings fall short, Sabana REIT review, ASML, NASDAQ, Oddity Tech, Keppel, Carvana, Tesla and Netflix earnings

Market View: Goldman Sachs earnings fall short, Sabana REIT review, ASML, NASDAQ, Oddity Tech, Keppel, Carvana, Tesla and Netflix earnings

Why did Goldman Sachs earnings fall short of expectations? Why are there “significant doubts” about Sabana REIT’s ability to continue as a going concern? And what are the latest US earnings results th...

20 Jul 202319min

Market View: Manulife US REIT drop in valuations, US Banks earnings review, Genting, Twitter, Microsoft, ComfortDelGro, US Dollar weakness

Market View: Manulife US REIT drop in valuations, US Banks earnings review, Genting, Twitter, Microsoft, ComfortDelGro, US Dollar weakness

Michelle Martin and Willie Keng, Founder, Dividend Titan analyse Manulife US REIT’s state of their business after news broke of a drop in their properties valuations, what stands out from the release ...

19 Jul 202318min

Money and Me: YOLO, FOMO and CI

Money and Me: YOLO, FOMO and CI

What should young people understand about being money-smart when choosing critical illness insurance plans? Why should you insure before you invest? Michelle Martin invites Pamela Chong, Associate Man...

19 Jul 202313min

Money and Me: Why more rate hikes if inflation is weakening?

Money and Me: Why more rate hikes if inflation is weakening?

With US inflation falling to its lowest annual rate in more than two years, can a July rate hike be prevented? Can the US Fed still bring inflation down without pushing the economy into a recession? A...

18 Jul 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
pengesnakk
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
morgenkaffen-med-finansavisen
rss-sunn-okonomi
lederpodden
okonomiamatorene
rss-markedspuls-2
stormkast-med-valebrokk-stordalen
rss-fa-makro
rss-andelige-tanker-med-camillo