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(3754)

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31 Jan 202315min

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What is the X factor that gives Chinese founders and their companies the advantage to becoming multibillion global enterprises? And how did Chinese history, folklore and Mao Zedong's political strateg...

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30 Jan 202320min

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27 Jan 202315min

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Today on Market View, Michelle Martin and Ryan Huang looks into the US’s latest GDP data and what it suggests about the health of its economy. They also find out who who Elon Musk thinks will be Tesla...

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