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(3714)

Market View: DFI Retail, Macrovalue, Tesla, BYD, CK Hutchison, Xiaomi, Keppel DC REIT, ESR REIT, 23andMe, CapitaLand, Jardine Matheson, Yangzijiang Shipbuilding, Disney

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Money and Me: Unlocking consistent returns in Singapore's competitive property landscape

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HDB resale affordability is top of mind - are million-dollar flats the norm or the outliers? What could cash rich HDB upgraders move on to? What are your choices if you are looking at this moving pict...

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Money and Me: Looking Inside Singaporeans Wallets

Singaporeans are investing, but earning just 0.4% returns. Are we risk averse? With fixed income rates coming down, what are the risk-averse likely to look at? Plus Michelle Martin and her guest Tim P...

21 Mar 202526min

Market View: US consumer chills on spending, FedEx, Nike, Micron, CK Hutchison, Pinduoduo, Tesla, Apple, Top Glove, ST Engineering, DFI Retail, Hongkong Land, Jardine Matheson, Wilmar, Golden Agri, OCBC

Market View: US consumer chills on spending, FedEx, Nike, Micron, CK Hutchison, Pinduoduo, Tesla, Apple, Top Glove, ST Engineering, DFI Retail, Hongkong Land, Jardine Matheson, Wilmar, Golden Agri, OCBC

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest earnings from FedEx and Nike, both of which slumped post-results. Hosted by Michelle Martin with...

21 Mar 202524min

Money and Me: Is the US at risk of a recession? CK Hutchison’s Panama Deal and investor trust in HK Conglomerates & is Manus AI’s China's next Deepseek moment?

Money and Me: Is the US at risk of a recession? CK Hutchison’s Panama Deal and investor trust in HK Conglomerates & is Manus AI’s China's next Deepseek moment?

Join the lively chat between Michelle Martin and Arun Pai, Investments Team, Monk’s Hill Ventures. Is the US economy as strong as advertised, or is a recession looming under Trump? Then, a deep dive ...

20 Mar 202523min

Influence: Chocolate Finance has processed all withdrawal requests from first two days of the temporary halt on instant withdrawals

Influence: Chocolate Finance has processed all withdrawal requests from first two days of the temporary halt on instant withdrawals

Founder & CEO Walter de Oude joins Michelle to discuss the state of customer requests, customer funds safety and what's been taken from this episode on strengthening customer sentiment.See omnystudio....

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Market View: CK Hutchison, BlackRock, Xiaomi, Baidu, Didi, BYD, Tesla, Nvidia, Alphabet, Nio, Grab, GoTo, ST Engineering, Seatrium, Genting Singapore, Hong Kong Land, CapitaLand Integrated Commercial Trust, Frasers Centrepoint Trust

Market View: CK Hutchison, BlackRock, Xiaomi, Baidu, Didi, BYD, Tesla, Nvidia, Alphabet, Nio, Grab, GoTo, ST Engineering, Seatrium, Genting Singapore, Hong Kong Land, CapitaLand Integrated Commercial Trust, Frasers Centrepoint Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks a political storm surrounding CK Hutchison’s $19B port sale to BlackRock and China’s regula...

20 Mar 202519min

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