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(3726)

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Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers UMS Holdings, Centurion Corporation, and Suntec REIT as directors make notable moves. Discov...

23 Sep 202423min

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As the US Federal Reserve initiates rate cuts, how should investors adjust their portfolios? Discover how interest rate cuts impact broad market ETFs, and which sectors historically benefit from lower...

20 Sep 202415min

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Michelle Martin chats with Nirgunan Tiruchelvam, Head of Consumer and Internet, Alethia Capital Equity Research to determine the confluence of positive market developments here and how that could impa...

20 Sep 20247min

Market View: Amazon, Alibaba, Salesforce, Rolls Royce, Cathay Pacific, Nike, CapitaLand Investment, DFI Retail, Mapletree PanAsia Commercial Trust, and Singapore Airlines

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Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Markets across Asia rallied, driven by a 50-basis-point rate cut in the US. Key sectors benefiting include REITs...

20 Sep 202418min

Money and Me: US Fed Rate Cut, China’s Economic Slowdown, and Snap’s AR Glasses

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Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures. Join Michelle Martin as she explores the US Federal Reserve’s aggressive interest rate cut and its impact on global markets. Ar...

19 Sep 202425min

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Join Michelle Martin on her tour of markets! Michelle and Ryan explore the US Federal Reserve’s recent rate cut and its impact on stocks like Apple and ST Engineering. They also discuss major developm...

19 Sep 202419min

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