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)

Market View: US Tech layoff, US wholesale prices, Twitter, Bitcoin, Japanese Yen, UG Healthcare, US December retail sales

Market View: US Tech layoff, US wholesale prices, Twitter, Bitcoin, Japanese Yen, UG Healthcare, US December retail sales

On today’s episode of Market View, Michelle Martin and Ryan Huang investigate the latest tech layoff scene over in the US, how markets are reacting to the the latest December retail sales data, and wh...

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Money and Me: ChatGPT takes a question, US Banks earnings, and what does Ryan Cohen want Alibaba to do?

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18 Jan 202320min

Money and Me: Besides tourism what other sectors stand to benefit from the return of the Chinese tourist in Singapore and the region?

Money and Me: Besides tourism what other sectors stand to benefit from the return of the Chinese tourist in Singapore and the region?

After 3 years of being cutoff from the rest of the world, airlines, hotels and even luxury business are now preparing themselves from the pent up demand from the reopening of China’s economy.  Michell...

17 Jan 202310min

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Market View: Morgan Stanley cuts USD forecast, Bitcoin rally, AEM, ComfortDelGro, iFast, SIA, EU response to declining natural gas prices

Strategists over at Morgan Stanley have cut their year end forecast for the US Dollar! What does this mean for the greenback?    Also, what is boosting optimism over in the EU market? Join Michelle Ma...

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Money and Me: Do emerging market equities offer attractive entry points in 2023?

Money and Me: Do emerging market equities offer attractive entry points in 2023?

What impact could China’s reopening have on regional market economies? And to what extent will it influence the overall emerging market outlook for the rest of this year? Michelle Martin asks Philip W...

16 Jan 202311min

Market View: Foxconn and Pegatron expansion, Washington income ceiling, JP Morgan Chase, Bank of America, Wells Fargo, Tesla

Market View: Foxconn and Pegatron expansion, Washington income ceiling, JP Morgan Chase, Bank of America, Wells Fargo, Tesla

What are Foxconn and Pegatron, 2 of apple’s suppliers, doing to mitigate geopolitical and supply chain risks? And what are the chances that Washington defaults on its financial obligations? Michelle M...

16 Jan 20239min

Money and Me: Go where the eyeballs are. What marketers can learn from what Grab knows about it’s audience.

Money and Me: Go where the eyeballs are. What marketers can learn from what Grab knows about it’s audience.

Did you know, the largest single Grab food order in 2022 amounted to a staggering $992.48! Today on Money and Me, Michelle Martin speaks to Jennie Johnson, Head of Marketing, GrabAds about where Singa...

13 Jan 202315min

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