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(3748)

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Who are some of the winners and losers coming out of this earnings season? Which are the top reits for returns at the moment? And what does the US Fed’s recent rate hike mean for S-REITs going forward...

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What's taken a bite out of ComfortDelGro's earnings?  How could two big mergers reshape the global energy marketplace, and what could this mean for the share prices of the companies involved? The pric...

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