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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Market View: The Ringgit, Goldman Sachs, Charles Schwab, US markets, CATL, Tesla, Samsung, Salesforce, Sabana Reit

Market View: The Ringgit, Goldman Sachs, Charles Schwab, US markets, CATL, Tesla, Samsung, Salesforce, Sabana Reit

Market View: The Ringgit, Goldman Sachs, Charles Schwab, US markets, CATL, Tesla, Samsung, Salesforce, Sabana ReitSee omnystudio.com/listener for privacy information.

16 Apr 20249min

Money and Me: 3 Dividend Singapore stocks that have performed well for a decade.

Money and Me: 3 Dividend Singapore stocks that have performed well for a decade.

A healthcare REIT, Singaporean fintech and, one of Singapore’s biggest companies make it to this edition of  Money and Me as Michelle Martin finds out how Willie Keng, Founder, Dividend Titan defines ...

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Market View: Earnings, Middle East, Cryptocurrency, Gold, Yen, Oil

Market View: Earnings, Middle East, Cryptocurrency, Gold, Yen, Oil

As companies begin to report 1st Quarter profits what can we see from banks JPMorgan Chase, Citigroup and Wells Fargo?  How is geopolitics impacting the overall market sentiment? Why has crypto taken ...

15 Apr 202411min

Money and Me: The Investment Case - The MoneyHero Group

Money and Me: The Investment Case - The MoneyHero Group

They are on the MNY! Michelle Martin invites MoneyHero Group's newly appointed CEO Rohith Murthy to the conversation for would-be investors. Murthy outlines the Nasdaq-listed financial aggregator 's p...

12 Apr 202423min

Market View: Meta debuts new AI chip, Amazon AI strategy, Morgan Stanley, US key economic data, Volkswagen, Delistings in Hong Kong, Rare Earth stocks

Market View: Meta debuts new AI chip, Amazon AI strategy, Morgan Stanley, US key economic data, Volkswagen, Delistings in Hong Kong, Rare Earth stocks

With a number of companies developing in-house chips today, how much of a threat does this pose to Nvidia’s business? What are some ways Amazon is using and investing in AI? And what’s the latest on t...

12 Apr 202421min

Money and Me: Value stocks 2024 outlook, Food inflation, US interest rate cuts expectations, Growth in energy sector

Money and Me: Value stocks 2024 outlook, Food inflation, US interest rate cuts expectations, Growth in energy sector

Is it finally time for value stocks to shine after a mega run in growth stocks, fuelled by AI? Has the market changed its expectations around interest rate cuts by the Fed? And will the energy sector ...

11 Apr 202417min

Money and Me: Former CEO of Mt. Gox Mark Karpeles on missing Bitcoin, Victim restitution, FTX, and the Halving event.

Money and Me: Former CEO of Mt. Gox Mark Karpeles on missing Bitcoin, Victim restitution, FTX, and the Halving event.

He is the man at the centre of one of the biggest bankruptcy scandals involving Bitcoin. In 2015, CEO Mark Karpeles was arrested by Japanese authorities on charges of embezzlement and aggravated breac...

11 Apr 202433min

Market View: Intel latest AI chip, Nvidia enters correction territory, US CPI numbers, Gold prices, Boeing, Starbucks, Bytedance, Alibaba

Market View: Intel latest AI chip, Nvidia enters correction territory, US CPI numbers, Gold prices, Boeing, Starbucks, Bytedance, Alibaba

Why are Elon Musk, Sam Altman, Arm's Rene Haas and others warning about energy constraints? What do the latest CPI numbers mean for interest rates? Will Gold continue its ascent? Michelle Martin finds...

11 Apr 202422min

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