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: What you should be doing to ensure returns are above inflation over the long term

Money and Me: What you should be doing to ensure returns are above inflation over the long term

October is off to a shaky start after the US market closed off with a miserable 9.3% loss in September - living up to its name as the worst month of trading. So the question remains, what other factor...

12 Okt 202215min

Money and Me: Is a stronger US dollar bad for your portfolio?

Money and Me: Is a stronger US dollar bad for your portfolio?

How can a beefed-up dollar affect your portfolio? Michelle Martin and Tim Phillips, Head of Content & Investment Lead for ProsperUs, CGS-CIMB Securities dives into the details. They also answer the qu...

11 Okt 202225min

Market View: HP, Lenovo & Dell see PC shipments decline, Apple bucks trend, TCS, CATL, Retail S-REITs, GM & Ford, Corporate earnings preview

Market View: HP, Lenovo & Dell see PC shipments decline, Apple bucks trend, TCS, CATL, Retail S-REITs, GM & Ford, Corporate earnings preview

On this episode of Market View, Michelle Martin and Ryan Huang look into the significance of Apple's surge in sales despite PC shipments decline in Q3, and how this shapes the expectations of the upco...

11 Okt 202217min

Market View Minutes: Former pandemic favorites; is now a good time to buy in?

Market View Minutes: Former pandemic favorites; is now a good time to buy in?

Michelle Martin checks out 2 online marketplaces that were pandemic favorite and asks what could be good entry points. See omnystudio.com/listener for privacy information.

11 Okt 20222min

Market View: Yanlord Land director deal, Marafiq, SPH REIT, Meituan, Europe-focused S-REITs multi-year lows, Elon Musk diplomatic gaze to China-Taiwan

Market View: Yanlord Land director deal, Marafiq, SPH REIT, Meituan, Europe-focused S-REITs multi-year lows, Elon Musk diplomatic gaze to China-Taiwan

Why are Europe-focused S-Reits managers confident their assets can withstand shocks despite experiencing multi-year lows? And what does the latest US jobs data suggest about how the Feds will approach...

10 Okt 202222min

Money and Me: Should climate risk be considered a business issue and is it time to enter the commodity market?

Money and Me: Should climate risk be considered a business issue and is it time to enter the commodity market?

A company called Strive Asset Management has launched an anti-ESG ETF that was successful in raising $315 millions in less than a month! Why exactly is the anti-ESG movement gaining ground? And with t...

10 Okt 202214min

Market View Minutes: Does this pet stock one have bite?

Market View Minutes: Does this pet stock one have bite?

Dog lover Michelle Martin checks out a company dedicated to making magic ‘for all dogs and their people’ to find out if it is a good investment. See omnystudio.com/listener for privacy information.

10 Okt 20222min

Market View: Amazon expansion & contraction, Cathay Pacific, AMD, Google, Volkswagen vs Porsche, ST Engineering, US angry rebuke of oil cut, Twitter & Musk

Market View: Amazon expansion & contraction, Cathay Pacific, AMD, Google, Volkswagen vs Porsche, ST Engineering, US angry rebuke of oil cut, Twitter & Musk

Today on Market View, Michelle Martin and Willie Keng, Founder, Dividend Titan analyze Amazon's expansion & contraction plans, and what it means for the business, how much higher oil prices can get, a...

7 Okt 202216min

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