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: Grok vs ChatGPT, How to invest during earnings season, Holiday quarter investment ideas

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6 Nov 202323min

Money and Me:  He's 39 and his annuity pays out in three years

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3 Nov 202322min

Market View: FTX Sam Bankman-Fried convicted of defrauding, Apple falling sales in Q4, Starbucks rises 10%, Shell Q3 profits, Frasers Property, SingPost, SIA Engineering, Keppel Infrastructure Trust, Palantir 21% share pop

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Money and Me: What's spooking markets today?

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Money and Me: How to thrive in property

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