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(3752)

Market View: Winners and losers of travel & tourism sector, HSBC, PayPal, Sembcorp, Vicom, Wilmar, SingPost, Nanofilm Technologies, Walmart’s cautious outlook, Home Depot

Market View: Winners and losers of travel & tourism sector, HSBC, PayPal, Sembcorp, Vicom, Wilmar, SingPost, Nanofilm Technologies, Walmart’s cautious outlook, Home Depot

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If there’s one company enjoying the benefits from the travel recovery momentum, that’d be Genting Singapore! Just recently, the group reported profits for its second half have more than doubled! Does ...

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Market View: January dethrones Meme-stock era record, SIA Engineering, ESR-Logos REIT, GoTo, Chinese stocks, Singapore NODX, US Market current market narrative, Adani’s comeback strategy

We’ve hit a new record! January recorded the fastest inflows from retail traders using electronic brokerages, dethroning the record breaking meme-stock era. What happened here and what do we need to k...

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Money and Me: How to make that mid-career switch to the finance industry

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Planning to make a mid-career switch to the finance industry but just don’t know how to? Don’t worry, we’ve got you covered today because Michelle Martin speaks to Lisa Lee, Executive Director, Wealth...

20 Feb 202319min

Read: Activate The Third Space

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It is a book that describes the real-world implementation of a space at work that leads to better engagement, alignment, and enables companies to engage in hyper competition. Practical, actionable and...

17 Feb 202320min

Market View: Petronas vs Luxembourg court, Hasbro, DoorDash, DraftKings, Tesla, Standard Chartered stellar results, Disappointing US PPI report

Market View: Petronas vs Luxembourg court, Hasbro, DoorDash, DraftKings, Tesla, Standard Chartered stellar results, Disappointing US PPI report

On this episode of Market View, Michelle Martin and Ryan Huang look into the US$15 billion arbitration dispute between Petronas and the Luxembourg court and if this might affect the company’s performa...

17 Feb 202317min

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