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: Crypto chaos, Singapore NODX shrinks, DBS, ST Engineering, Target, Nvidia

Market View: Crypto chaos, Singapore NODX shrinks, DBS, ST Engineering, Target, Nvidia

Today on Market View, Dan Koh, Zia-ul Raushan and Ryan Huang explore the details behind the shrink in Singapore's NODX numbers in nearly 2 years, the spread of FTX's fallout to Genesis and BlockFi, an...

17 Nov 202215min

Money and Me: What FTX's collapse means for the future of crypto, has inflation peaked and what a downsized tech industry means for the economy

Money and Me: What FTX's collapse means for the future of crypto, has inflation peaked and what a downsized tech industry means for the economy

It comes as no surprise that the biggest news making headlines this week is the dramatic collapse of the cryptocurrency exchange FTX. Coupling this with the sharp fall in the price of Bitcoin to the c...

17 Nov 202221min

Money and Me: Why do we struggle with salary transparency?

Money and Me: Why do we struggle with salary transparency?

"How much do you earn?" - is probably a question that many of us may struggle to be transparent about when asked. So to find out what's hindering us from being open about our salary and if a fundament...

16 Nov 202210min

Money and Me: What the future of co-living spaces in Singapore looks like

Money and Me: What the future of co-living spaces in Singapore looks like

Amid the booming housing market in Singapore, is co-living the answer? Well today, Zia-ul Raushan and Dan Koh seek to find out the answers with Andreas Lorenz, Chief Operating Officer, ST Hospitality ...

16 Nov 202213min

Market View: Missile strike Poland, Apple buys US chips, SIA, Keppel Corporation, US Produce Price Index

Market View: Missile strike Poland, Apple buys US chips, SIA, Keppel Corporation, US Produce Price Index

Tensions over on Europe’s eastern flank is heightening after news of a Russian-made rocket strike a village in Poland killing two people. How are markets reacting to this? Meanwhile, Apple revealed th...

16 Nov 202211min

Money and Me: S-REITs vs T-bills & SSBs. Who trumps?

Money and Me: S-REITs vs T-bills & SSBs. Who trumps?

Just recently, Singapore REITs experienced one of its biggest sell off in 20 years. In fact, latest numbers from the iEdge S-Reit Index also revealed more than 15% decline in total returns year-to-dat...

15 Nov 202217min

Market View: Amazon biggest layoff, Biden and Xi Jinping talk, Golden Agri-Resources, Old Chang Kee, Shopee & SEA

Market View: Amazon biggest layoff, Biden and Xi Jinping talk, Golden Agri-Resources, Old Chang Kee, Shopee & SEA

How are markets reacting to news of Amazon laying off more than 10,000 employees as early as this week? And what were some key points coming out of the G20 summit meeting between Biden and Xi Jinping?...

15 Nov 202213min

Money and Me: Are secondary private equity investments set to boom in SEA?

Money and Me: Are secondary private equity investments set to boom in SEA?

Earlier this year, it was reported that the private equity market in Southeast Asia reached an all-time high of US$25 billion in deal value in 2021. That’s 2 times the figure from 2020! Joining Zia-ul...

14 Nov 202212min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
pengesnakk
utbytte
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
okonomiamatorene
lederpodden
liberal-halvtime
rss-markedspuls-2
rss-investering-gjort-enkelt
rss-impressions-2