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)

Money and Me: Financial literacy made fun

Money and Me: Financial literacy made fun

Did you know, a local study had found that more than half of adults here in Singapore say they are financially illiterate? Well that might soon be a problem of the past because Dan Koh invites Kirk Ke...

30 Jun 202326min

Market View: US revised first-quarter GDP, Nike, Volkswagen, Tokyo inflation, Singapore Hospitality REITs, Chinese yuan weakness, China 2H2023 recovery forecast

Market View: US revised first-quarter GDP, Nike, Volkswagen, Tokyo inflation, Singapore Hospitality REITs, Chinese yuan weakness, China 2H2023 recovery forecast

What’s driving economic resilience despite looming recession fears? What’s causing the yuan’s weakness against the US dollar? And what would it take to reverse the depreciation expectations in the exc...

30 Jun 202320min

Money and Me: Are you overspending on insurance?

Money and Me: Are you overspending on insurance?

With so many insurers out there pitching a myriad of policies, some of us might be thinking, could we be overspending on insurance?  Well today on Money and Me, Dan Koh settles this once and for all w...

28 Jun 202320min

Market View: US economic data, Bank of America, WhatsApp, Hong Kong exports, Samsung, SIA, HSBC calls for recession in US and Europe, UBS cuts more than half of Credit Suisse Group staff, MAS propose increase to DI

Market View: US economic data, Bank of America, WhatsApp, Hong Kong exports, Samsung, SIA, HSBC calls for recession in US and Europe, UBS cuts more than half of Credit Suisse Group staff, MAS propose increase to DI

Latest US economic data are showing signs of strength in several corners of the US economy! What does this suggest about the likelihood of a recession? Meanwhile, how is the integration of UBS and Cre...

28 Jun 202323min

Money and Me: How fairly compensated are you at work?

Money and Me: How fairly compensated are you at work?

According to Randstad's 2023 Salary and Bonus Expectations report, 53% of respondents who lived and worked in Singapore do not feel that they are fairly compensated for their work contributions. So wh...

27 Jun 202313min

Market View: Wall Street continues sinking, Apple, Meta, Robinhood, China’s EV bubble, AIMS Apac REIT, Singtel, OPEC Oil forecast

Market View: Wall Street continues sinking, Apple, Meta, Robinhood, China’s EV bubble, AIMS Apac REIT, Singtel, OPEC Oil forecast

In this episode of Market View, Dan Koh speaks to Ryan Huang and Sean Cheong to discuss why technology giant stocks are pulling back overnight - contributing heavily to the Nasdaq’s sharp decline - an...

27 Jun 202320min

Money and Me: Here’s the answer to employee retention and healthier cash flow

Money and Me: Here’s the answer to employee retention and healthier cash flow

On this episode of Money and Me, Dan Koh speaks to Kevin Fitzgerald, Managing Director, Asia, at Employment Hero about what businesses can do to support their employees through inflation without a rai...

26 Jun 202320min

Market View: Russia’s insurrection on global markets, Bitcoin, Honda, Nio, Yangjiziang Shipbuilding, S-REITs, Stock market performance for 2H2023

Market View: Russia’s insurrection on global markets, Bitcoin, Honda, Nio, Yangjiziang Shipbuilding, S-REITs, Stock market performance for 2H2023

Why is Russia’s short-lived insurrection spelling trouble for the global economy? And as we step into the final week of June, where could the stock market be headed after a wild first half? Dan Koh fi...

26 Jun 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