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)

Read: Build For Tomorrow by Jason Feifer

Read: Build For Tomorrow by Jason Feifer

Is reducing the fear of loss an important key to dealing with change? Jason Feifer goes beyond the page of his new book with Michelle Martin in this interview. Michelle says this transformative book s...

26 Aug 202220min

Money and Me: The best strategy to stay on course with investments during an inflation

Money and Me: The best strategy to stay on course with investments during an inflation

From a Singaporean who recently became one of the biggest shareholders of Singpost after selling his flat, to China’s Pinduoduo taking its first international step in the US market, and what investors...

25 Aug 202224min

Market View: Twitter episode key takeaways, Noble Group's bust, Intel, Nvidia, Snowflake, Singtel

Market View: Twitter episode key takeaways, Noble Group's bust, Intel, Nvidia, Snowflake, Singtel

What are some of the key takeaways of the Musk-Twitter drama? And how do Noble Group's penalties compare to their crime? Michelle Martin and Ryan Huang explore the latest happenings in the market and ...

25 Aug 202217min

Market View Minutes: Should you invest in Qantas or New Zealand airlines today?

Market View Minutes: Should you invest in Qantas or New Zealand airlines today?

Have you traveled recently, and if so, was your experience good or bad?  Airlines have struggled to keep up with the resurgence of demand, these past few months. One traveller — or perhaps a disgruntl...

25 Aug 20222min

Market View: Twitter Whistle-Blower, Tesla stock split, AMC goes APE, Google, JD.com, Nutryfarm, SIA

Market View: Twitter Whistle-Blower, Tesla stock split, AMC goes APE, Google, JD.com, Nutryfarm, SIA

Michelle Martin and Ryan Huang discuss the latest twist  of the Musk-Twitter saga, involving a whistle-blower which could be useful to Elon Musk in his battle with Twitter. They also discuss if AMC'S ...

24 Aug 202217min

Read: Do you dare lead like a girl?

Read: Do you dare lead like a girl?

She's a former C-suite executive who is reclaiming the phrase "lead like a girl". Author Dahlia Feldheim goes beyond the page of her new book. In this interview with Michelle Martin, she shares why sh...

24 Aug 202223min

Market View Minutes: Is Tesla finally on a discount?

Market View Minutes: Is Tesla finally on a discount?

Tesla share price rose overnight, but it will cost less today to buy 1 Tesla share than it did yesterday. How is that possible? And what do Korean investors and Elon Musk have in common? Tune in to Ma...

24 Aug 20222min

Market View: Amazon and UnitedHealth bidding war, Singtel $300m sale, SIA, Elon Musk subpoenas Dorsey, HBO

Market View: Amazon and UnitedHealth bidding war, Singtel $300m sale, SIA, Elon Musk subpoenas Dorsey, HBO

Why are Amazon and UnitedHealth fighting over an unknown healthcare company? And what are the details behind Singtel's $300 million sale of Cyber Security Arm Trustwave? Michelle Martin and Ryan Huang...

23 Aug 202221min

Populært innen Business og økonomi

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