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.

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Money and Me: Bird Flu fears and the rise of ASEAN meat stocks

Money and Me: Bird Flu fears and the rise of ASEAN meat stocks

In Singapore, authorities have advised people not to touch or feed wild birds as a precaution against Avian Flu or H5N1. There have been no cases here so far. Australia however, has reported its first...

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Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

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Money and Me: AI is causing a surge in this sector

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In today's episode of "Money and Me," with Michelle Martin, we delve into the evolving landscape of the utilities sector amid soaring AI-driven energy demand. Swapnil Mishra, Founder of WealthZen join...

14 Juni 202423min

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In today's episode of "Market View,"  Michelle Martin and guest Willie Keng, Founder of Dividend Titan, dive into Tesla's $56 billion pay package for Elon Musk, approved despite opposition, and explor...

14 Juni 202422min

Market View: Mapletree Logistics Trust, Mandarin Oriental, Raspberry Pi, Golden Goose, Johor Plantations Group, Apple, Broadcom, and CapitaLand Investment

Market View: Mapletree Logistics Trust, Mandarin Oriental, Raspberry Pi, Golden Goose, Johor Plantations Group, Apple, Broadcom, and CapitaLand Investment

Michelle Martin discusses the latest market movements, starting with asset sales by Mapletree Logistics Trust and Mandarin Oriental. She covers new IPOs including Raspberry Pi, Golden Goose, and anoth...

13 Juni 20249min

Money and Me: Where to invest in China today?

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Amid the faltering confidence in China's market today, who is still buying China's equities and why? Beneath the tumultuous economic struggles, are there attractive opportunities to be found? Michelle...

12 Juni 202426min

Market View: Raspberry Pi & Golden Goose IPO, Oracle stock soars, Davidson upgrades Apple, Hyundai, GM, GameStop, WNBA, Chip stocks loses shine

Market View: Raspberry Pi & Golden Goose IPO, Oracle stock soars, Davidson upgrades Apple, Hyundai, GM, GameStop, WNBA, Chip stocks loses shine

What's the latest on European IPOs? Why are shares of Oracle up even as it reported underwhelming earnings results? And with Davidson upgrading its call on Apple, should you be buying the iPhone maker...

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Money and Me: Beyond transactions and fraud, a look at Visa and AI

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Michelle Martin invites Prateek Sanghi, SVP & Head of Visa Consulting & Analytics for Asia Pacific to give listeners an inside view of how Visa is innovating with AI, and driving AI adoption through p...

11 Juni 202420min

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