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(3760)

Market View: The Ethereum Merge, UK Bonds outlook,  Japan's reopening

Market View: The Ethereum Merge, UK Bonds outlook, Japan's reopening

This week, developers will be attempting one of the biggest software upgrades the crypto sector has ever seen to reduce its environmentally unfriendly energy consumption. Called 'The Merge', how will ...

12 Sep 202215min

Market View: Wall Street best overnight rally since Aug, GameStop, SNAP, Del Monte Pacific, Oxley Holdings, Lian Beng Group, US Jobs data, ECB hikes interest rates

Market View: Wall Street best overnight rally since Aug, GameStop, SNAP, Del Monte Pacific, Oxley Holdings, Lian Beng Group, US Jobs data, ECB hikes interest rates

What's fueling Wall Street's best overnight rally since August 10? And how are markets reacting to the European Central Bank’s latest move to hike interest rates by 75 basis points? Ryan Huang investi...

9 Sep 20228min

Money and Me: Banks have been hiking savings and fixed deposit rates; why?

Money and Me: Banks have been hiking savings and fixed deposit rates; why?

Why are local banks hiking their interest rates for savings accounts now? And what does the latest escalation of the EU's energy crisis mean for investors and companies in Europe? Michelle Martin asks...

8 Sep 202221min

Market View: Apple's biggest iPhone surprise, Elon Musk slammed by judge, Ubisoft, Nio, Adani, US Economic talks with 13 Nations

Market View: Apple's biggest iPhone surprise, Elon Musk slammed by judge, Ubisoft, Nio, Adani, US Economic talks with 13 Nations

In a surprise move during the event of its latest phone reveal, Apple has decided to maintain its prices on new iPhones despite inflation. How will this affect profits? Meanwhile, Elon Musk has been s...

8 Sep 202217min

Market View Minutes: Are meme stocks making a comeback?

Market View Minutes: Are meme stocks making a comeback?

When you think about meme stocks, the companies that have captivated retail investors over the past two years, the first stock to come to mind is likely GameStop. The bricks-and-mortar retailer is try...

8 Sep 20223min

Market View: Watches.com subsidiary goods seized, Cortina Holdings, Apple, Russia cutting gas supplies to Europe, Elon Musk & Twitter deal

Market View: Watches.com subsidiary goods seized, Cortina Holdings, Apple, Russia cutting gas supplies to Europe, Elon Musk & Twitter deal

Michelle Martin and Ryan Huang investigate the latest of Watches.com's subsidiary, CKLY Trading Limited, and its alleged offences relating to Hong Kong’s Trade Description Ordinance. They also talk ab...

7 Sep 202217min

Market View Minutes:  Up or down - SG Reit & Cloud-based platform

Market View Minutes: Up or down - SG Reit & Cloud-based platform

Today, in Market View Minutes, we look at two very different companies. One is a well-known REIT that manages properties here in Singapore, as well as in Australia and the UK. The other has a cloud-ba...

7 Sep 20223min

Money and Me: When markets are risky what should you do if you are planning to retire?

Money and Me: When markets are risky what should you do if you are planning to retire?

Should you be diversifying your portfolio with fixed income instruments (which some say everyone needs)? How can you evaluate retirement income plans some financial institutions may be marketing? Chri...

7 Sep 202216min

Populært innen Business og økonomi

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