Money and Me: REIT Opportunity  & the Mid-Cap Alpha Hunt

Money and Me: REIT Opportunity  & the Mid-Cap Alpha Hunt

S-REITs are under pressure - where is smart money quietly stepping towards?

Rising oil prices linked to the Strait of Hormuz are driving costs higher and dragging REIT valuations lower.

The iEdge S-REIT Index has slipped, but analysts say this correction may be opening a rare window of opportunity.

We unpack First REIT’s Indonesian divestment and whether its special distribution is reward - or warning.

Plus, CapitaLand Ascendas REIT’s bold S$900M global data centre bet and why mid-cap REITs could outperform the blue chips.

Where should investors look next 0 and what risks are being mispriced?

Hosted by Michelle Martin with Kenny Loh, REIT Specialist and Wealth Advisory Director.

See omnystudio.com/listener for privacy information.

Episoder(3835)

Money and Me: The Singapore Start-Up entering the $300 Billion Gaming Economy

Money and Me: The Singapore Start-Up entering the $300 Billion Gaming Economy

What if you too could have a slice of the biggest entertainment industry in the world? The global gaming industry is set to hit $300 billion. We explore how one founder is flipping the model of mobile...

17 Apr 23min

Market View: Earnings Shock - Netflix Slides, Pepsi Rallies, TSMC Powers the AI Trade

Market View: Earnings Shock - Netflix Slides, Pepsi Rallies, TSMC Powers the AI Trade

Markets are hitting record highs - but beneath the surface, investors are getting far more selective. Netflix beats earnings but sinks as leadership changes raise deeper questions about growth.Pepsi s...

17 Apr 24min

Influence: A made-in Singapore AI tutor that can improve how kids learn

Influence: A made-in Singapore AI tutor that can improve how kids learn

Want an AI tutor at home for about $40 a month for your primary schooler? Michelle Martin explores one option with guest: Tan Yueh Phern. We unpack how AI learning platforms like Luminee Learning aim ...

15 Apr 20min

Money and Me: Your CPF, Your Future - Come 2028 a new scheme for those struggling with decisions in markets

Money and Me: Your CPF, Your Future - Come 2028 a new scheme for those struggling with decisions in markets

Retirement is about to be reinvented - but will the new CPF scheme work for you? Michelle Martin unpacks Singapore’s upcoming CPF Investment Scheme and what it means for your long-term wealth - hoste...

15 Apr 23min

Market View: Banks Boom, Oil Surges & AI Goes Physical—Markets Near Highs but Risks Linger

Market View: Banks Boom, Oil Surges & AI Goes Physical—Markets Near Highs but Risks Linger

Wall Street rallies toward all-time highs as blockbuster earnings from major banks fuel optimism -hosted by Michelle Martin with Ryan Huang. Citigroup and Goldman Sachs lead a trading-driven surge, wh...

15 Apr 23min

Money and Me: Where to Park $200K as War and Rates collide

Money and Me: Where to Park $200K as War and Rates collide

When the world feels unstable, doing nothing might be your smartest move—or your biggest mistake. As geopolitical tensions and rising energy prices reshape markets, investors are being forced to rethi...

14 Apr 27min

Market View: Profits, Policy & Panic - Goldman’s Boom Meets Oil Shock Reality

Market View: Profits, Policy & Panic - Goldman’s Boom Meets Oil Shock Reality

We start in Singapore where the MAS has tightened policy for the first time since 2022, even as safe-haven flows push interbank rates lower - a rare divergence. Goldman Sachs delivers blockbuster ear...

14 Apr 22min

Influence: The New Luxury Code - Ben Jones on Mandala Club, ICON1C & the Experience Economy

Influence: The New Luxury Code - Ben Jones on Mandala Club, ICON1C & the Experience Economy

Meet an insider in Singapore's private club scene. Michelle Martin speaks with Ben Jones, Founder of Mandala Club and Co-founder of ICON1C, to unpack the evolution of modern luxury. From curated commu...

13 Apr 17min

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