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: Procter & Gamble, Tesla, Netflix earnings, China GDP data, Amazon, Amazon, Adidas, Parkway Life REIT, Sabana REIT, Country Garden logs first bond default

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Earnings are back in full swing! Michelle Martin and Ryan Huang analyse how Procter & Gamble, Tesla, and Netflix performed in its later quarter. They also examine China's latest GDP numbers and find o...

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19 Okt 202313min

Read: Just Keep Buying

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You might think that those three words have been responsible for your mountain of debt, but what if you turned your natural impulse into your new superpower? What would your life look like, if you jus...

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Money and Me: If you don't think you need this factor to grow your wealth, you probably most need it.

Money and Me: If you don't think you need this factor to grow your wealth, you probably most need it.

What do most SIngaporeans in a survey by SJP Place point to as the important factor to wealth accumulation and retention? Michelle Martin speaks with Oliver Wickham, Asia Partnership Director, St. Jam...

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Market View: Goldman Sachs profit shrinks, Apple, Nvidia, Johnson & Johnson, Lockheed Martin, BYD, BNY Mellon & BofA tops profit estimates, United Airlines earnings overview, Keppel REIT earnings review

Market View: Goldman Sachs profit shrinks, Apple, Nvidia, Johnson & Johnson, Lockheed Martin, BYD, BNY Mellon & BofA tops profit estimates, United Airlines earnings overview, Keppel REIT earnings review

What is behind the Bank of America and Bank of New York Mellon's profits' growth? Meanwhile, how did Keppel REIT perform in its recent earnings release? And to what extent will the war in the Middle E...

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