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(3723)

Money and Me: Pandemic Preparedness lessons from Covid

Money and Me: Pandemic Preparedness lessons from Covid

With Covid still with us and Mpox declared a public health emergency, what is one of the world's largest insurers preparing for? What is the ongoing impact of Covid? Join host Michelle Martin as she d...

8 Okt 202418min

Market View: IPOs, Lithium Deals, and Market Moves

Market View: IPOs, Lithium Deals, and Market Moves

Hosted by Michelle Martin with guest Ryan Huang. Join the discussion on market excitement surrounding Tokyo Metro’s IPO and Singapore's potential IPO resurgence. Michelle and Ryan also examine Rio Tin...

8 Okt 202421min

Money and Me: Smart Money Moves for Fresh Graduates

Money and Me: Smart Money Moves for Fresh Graduates

Hosted by Michelle Martin, join us on Money and Me the show all about making your money work harder for you, as we dive into financial strategies for young graduates with Elijah Lee, Senior Financial ...

7 Okt 202421min

Market View: Far East Orchard, Raffles Medical, SATS, Hotel Properties Limited, Delta Airlines, Domino’s Pizza, JP Morgan Chase, Wells Fargo, Ubisoft, Hon Hai Precision, Seatrium, McDonald’s, and Thai Bev

Market View: Far East Orchard, Raffles Medical, SATS, Hotel Properties Limited, Delta Airlines, Domino’s Pizza, JP Morgan Chase, Wells Fargo, Ubisoft, Hon Hai Precision, Seatrium, McDonald’s, and Thai Bev

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode delves into the latest moves in Asia-Pacific stocks and institutional buying in Singapore's Straits...

7 Okt 202422min

Money and Me: SIAS' David Gerald on what is “not happening” in his lifetime

Money and Me: SIAS' David Gerald on what is “not happening” in his lifetime

Markets can clobber investors and ruin lives. When David Gerald founded the largest retail investor body in Asia in 1999, he was leading the fight in a truly asymmetric contest with some despairing in...

4 Okt 202424min

Market View: Israel-Iran Conflict, Levi Strauss, Eli Lilly, Seven & I, Warren Buffett, and DFI Retail

Market View: Israel-Iran Conflict, Levi Strauss, Eli Lilly, Seven & I, Warren Buffett, and DFI Retail

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s discussion kicks off with rising oil prices following US President Biden's remarks on the potential Isra...

4 Okt 202429min

Market View: Tesla, Ford, GM, Toyota, Eli Lilly, Dell, Latam, Shimao Group, Longfor Holdings, Lion-OCBC ETF, GRU, DFI Retail, Hong Kong Land, Keppel Corp, SingTel

Market View: Tesla, Ford, GM, Toyota, Eli Lilly, Dell, Latam, Shimao Group, Longfor Holdings, Lion-OCBC ETF, GRU, DFI Retail, Hong Kong Land, Keppel Corp, SingTel

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin, hear Michelle and Ryan Huang deep dive into Hong Kong's stock rally, with Shimao Group and Longfor Holdings making significant g...

3 Okt 202425min

Money and Me: Hunting for Great Companies with Simon Kold

Money and Me: Hunting for Great Companies with Simon Kold

Hosted by Michelle Martin, this episode features Simon Kold, fund manager, former stand-up comedian, and author of On the Hunt for Great Companies. Simon shares his unique journey from being part of m...

2 Okt 202425min

Populært innen Business og økonomi

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