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: The blueprint you need to build a recession-resistant portfolio

Money and Me: The blueprint you need to build a recession-resistant portfolio

Recession! It’s the big talk of the town that has darkened investors’ moods as signs of a weakening economy start to weigh heavily on markets. That being said, how can we stay invested while ensuring ...

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Market View: What to know ahead of US FOMC Meeting, Key takeaways from Xi’s meeting in Saudi Arabia, Yeo Hiap Seng, Healthcare S-REITs, Twitter Blue, China optimism

Dan Koh and Ryan Huang explore everything you need to know ahead of the US FOMC meeting this week, and find out why fund managers are increasingly being optimistic about the reopening of China’s econo...

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Market View: US Jobs Claims data, Keppel Corp & Sembmarine, Far East Orchard, Turkish new oil insurance rules, Microsoft and FTC dispute

Market View: US Jobs Claims data, Keppel Corp & Sembmarine, Far East Orchard, Turkish new oil insurance rules, Microsoft and FTC dispute

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9 Dec 202215min

Market View: S&P 500 longest down days to begin a month since 2011,  Del Monte Pacific, Sasseur REIT, Revez Corporation, Japan to hit recession next year, China loosens Covid restrictions

Market View: S&P 500 longest down days to begin a month since 2011, Del Monte Pacific, Sasseur REIT, Revez Corporation, Japan to hit recession next year, China loosens Covid restrictions

Unsettling… that’s the word to describe sentiments over on Wall Street. That being said, what does the economic trajectory for the upcoming year ahead look like? And if a recession were to happen, are...

8 Dec 202220min

Money and Me: Effectiveness of Russian oil price cap, TSMC second semiconductor chip plant & Indonesia Digital Rupiah

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One of the biggest news making headlines this week is the price cap on Russian seaborne oil that came into force on Monday. But it raises the question, how effective will this be in dampening Russia’s...

7 Dec 202213min

Market View: S&P 500 4th consecutive sell off, Morgan Stanley job cuts, CapitaLand India Trust, Meta faces fine

Market View: S&P 500 4th consecutive sell off, Morgan Stanley job cuts, CapitaLand India Trust, Meta faces fine

Today on Market View, Dan Koh analyses the sell off over on Wall Street and the various factors weighing on markets overnight. See omnystudio.com/listener for privacy information.

7 Dec 20226min

Money and Me: 2022 reflection - 3 lessons that will help you prosper both financially and in your personal life in 2023

Money and Me: 2022 reflection - 3 lessons that will help you prosper both financially and in your personal life in 2023

What a year it’s been! From the unrelenting worry of high inflation, to the Ukraine War and even the possibility of a recession caused by an aggressive Fed, 2022 has been nothing but a box full of sur...

6 Dec 202217min

Market View: Reactions to US November ISM data, Olam Group, Union Gas, Trek 2000, Foxconn revenue declines, Pepsi layoff hundreds

Market View: Reactions to US November ISM data, Olam Group, Union Gas, Trek 2000, Foxconn revenue declines, Pepsi layoff hundreds

What did the recent release of the November ISM data signal about the state of the US economy? And how might Foxconn’s report of a decline in its November revenue impact Apple? Dan Koh and Ryan Huang ...

6 Dec 202218min

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