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: Reading the Tape - AI Hype, War Risk & What Options Are Whispering

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7 Jan 16min

Market View: Nvidia unveils Cheaper AI, Smarter Cars & a Reality Check

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A single chip may have just changed the economics of artificial intelligence. From CES in Las Vegas, Nvidia unveils its Vera Rubin AI chip - promising faster computing at a fraction of today’s power a...

7 Jan 20min

Money and Me: Borrowing to Invest - When Retirement Turns Into Risk

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He was told borrowing could boost his retirement - instead it wiped out his peace of mind. A real-life Singapore case shows how a retiree lost a large portion of his savings after taking loans to buy ...

6 Jan 24min

Market View: Oil, AI & the Long Game - From Venezuela to Vegas

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Oil shocks, AI momentum, and record markets - but the real story is who’s positioned to win when geopolitics meets capital. Wall Street rallies as energy stocks surge after US action in Venezuela, put...

6 Jan 23min

Money and Me: How do smart investors choose when to react or relax?

Money and Me: How do smart investors choose when to react or relax?

The biggest threat to your money in 2025 wasn’t what everyone was shouting about, it was your reaction to them. As markets whipsawed through tech shocks, AI scares, and policy pivots, many investors h...

5 Jan 21min

Market View: Oil Shocks, EV Power Plays & the Bull Market Balancing Act

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A geopolitical shock meets market momentum as oil, EVs, and equities collide. The arrest of Venezuela’s leadership puts energy markets back in the global spotlight. Which EV maker has overtaken Tesla?...

5 Jan 19min

Money and Me: Retire With More Money

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Why do intelligent, hard-working people still struggle financially in retirement — and what do they miss along the way? Straits Times Invest Editor, Tan Ooi Boon and author of Retire With More Money d...

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Market View: Pills, Warships & Copper at Record Highs

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Asia’s markets are mixed this Christmas Eve - but beneath the calm, powerful themes are moving capital fast as investors weigh healthcare breakthroughs, defence spending, and surging commodities. Novo...

24 Dec 202519min

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