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: Volvo & Mercedes earnings, HSBC hires SVB bankers, Tencent, Alibaba, PT Trimegah Bangun Persada, Manulife US REIT, Goldman Sachs banking operations in Japan, Inflation overview, Elon Musk report

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3 companies are either being delisted or privatised on the SGX! What happened here and what does this mean for the exchange? Meanwhile, what is Warren Buffet currently bullish on? Michelle Martin and ...

12 Apr 202318min

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Ahead of the US earnings season, analysts are expecting most bank stocks to report lower quarterly earnings given last month’s banking crisis. So what does this mean for us who are invested in this se...

11 Apr 202322min

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Market View: Korea EV battery stocks sharp gains, EPA strict vehicle emissions rules, CATL, Sabana Industrial REIT, China IPO stocks, SGX, Micron benefits from Samsung production cut, TSMC sales miss

Michelle Martin and Ryan Huang find out why EV stocks in Korea are adding to this year’s sharp gain, which company is the global EV transition hinging on, why healthcare-related counters are rising am...

11 Apr 202315min

Money and Me: How do you prepare yourself for your next overseas opportunity?

Money and Me: How do you prepare yourself for your next overseas opportunity?

In a global survey with more than 7,000 people, HSBC Singapore found that 28% and 31% are motivated to move or moved for increased salary/higher earnings and better health/social life respectively. Bu...

10 Apr 202311min

Market View: US Labour market, Levi Strauss & Co, Samsung, Bumitara Agri, Dogecoin, 4 things that could shield stocks, Companies leading Q1 buyback considerations, OCBC steps into metaverse

Market View: US Labour market, Levi Strauss & Co, Samsung, Bumitara Agri, Dogecoin, 4 things that could shield stocks, Companies leading Q1 buyback considerations, OCBC steps into metaverse

What should investors be looking out for as we step into the next earnings season? And which local companies led Q1 buyback considerations? Find out with Michelle Martin and Ryan Huang on this episode...

10 Apr 202320min

Money and Me: Since it's parent company is private, how can you invest in the excitement around ChatGPT? How is the banking crisis leaving investors divided? Why are short-sellers targeting Toronto Dominion?

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With interest still relatively high and possibly going higher, what is the best way for retail investors to think through bond purchases? How do we invest in the excitement surrounding ChatGPT? And is...

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