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)

Market View: Thai elections impact on currency and equity, SNP 500, Newcrest Mining, China equities, Alternative investments, STI, Tech stocks

Market View: Thai elections impact on currency and equity, SNP 500, Newcrest Mining, China equities, Alternative investments, STI, Tech stocks

Are International investors concerned at all about how elections in Thailand and Turkey play out? Is it time to think of alternative investments - what are your choices? Will China’s recovery continue...

15 Mai 202325min

Money and Me: The Singapore stock market or Asia’s stock markets - which is relatively more attractive and why?

Money and Me: The Singapore stock market or Asia’s stock markets - which is relatively more attractive and why?

What should investors be thinking about when considering investments in Singapore and other Asian markets? Besides S-Reits and ETF’s which areas are attracting attention and why? Michelle Martin speak...

15 Mai 202324min

Read: Pukul Habis

Read: Pukul Habis

Michelle scours the Kinokuniya bestseller lists for books worth checking out in this edition of Read with Michelle Martin.See omnystudio.com/listener for privacy information.

15 Mai 20234min

Market View: SingPost, StarHub, Twitter, Alphabet, Emirates, Peloton, Foxconn, Gold Rush

Market View: SingPost, StarHub, Twitter, Alphabet, Emirates, Peloton, Foxconn, Gold Rush

What could SingPost first annual loss signal for domestic postal delivery? What’s powering StarHub’s rebound? What are investors talking about when they examine Emirates, Foxconn, Alphabet, Peloton, F...

12 Mai 202320min

Money and Me: How to rethink retirement?

Money and Me: How to rethink retirement?

Why do so few Singaporeans have a retirement plan in place? How do the younger and older generations compare when it comes to retirement planning?  Michelle Martin speaks to Mark Czajkowski, Chief Mar...

12 Mai 202313min

Market View: Google's latest AI plans, Apple now bigger than almost any global stock market, Microsoft to help you code, Disney, SIA, Twitter, Panasonic, Toyota, Roblox, Beyond Meat, ABN AMRO

Market View: Google's latest AI plans, Apple now bigger than almost any global stock market, Microsoft to help you code, Disney, SIA, Twitter, Panasonic, Toyota, Roblox, Beyond Meat, ABN AMRO

Google just announced their latest AI plans. Which stand out? Why is US inflation still above 2%? Disney is forecasting more streaming losses, what does this mean for the streaming wars? Why does Elon...

11 Mai 202323min

Money and Me: Finding it hard to save? Here’s how to build your wealth in challenging economic times.

Money and Me: Finding it hard to save? Here’s how to build your wealth in challenging economic times.

Michelle Martin speaks to academic Pearpilai Jutasompakorn from the Business, Communication and Design Cluster of the Singapore Institute of Technology, to find the smartest ways to save, invest and g...

11 Mai 202316min

Read : Four Thousand Weeks: Time Management for Mortals

Read : Four Thousand Weeks: Time Management for Mortals

Is your to-do list running your life? Are you tired of feeling constantly depleted? Michelle Martin finds a book that takes us beyond the myths of productivity to find a better way forward, given that...

11 Mai 20233min

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