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: Wilmar, OCBC & Lian Beng Group share buyback, Cromwell REIT, Stamford Land, Macau, Singapore Consumer Price, Britain's Reaganomics

Market View: Wilmar, OCBC & Lian Beng Group share buyback, Cromwell REIT, Stamford Land, Macau, Singapore Consumer Price, Britain's Reaganomics

Today on Market View, Michelle Martin and Willie Keng give us an update on the latest of corporate share buybacks in Singapore and what these latest actions suggest about the company's outlook. They a...

26 Sep 202216min

Market View Minutes: Is fast-food looking up?

Market View Minutes: Is fast-food looking up?

Market View Minutes may make you hungry today. Michelle Martin looks at 2 fast food companies that analysts are bullish on.See omnystudio.com/listener for privacy information.

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Market View: Japan supports yen, Boeing, Alibaba, CALB, Singapore companies buying into Japan, US markets sentiments

Market View: Japan supports yen, Boeing, Alibaba, CALB, Singapore companies buying into Japan, US markets sentiments

Will Japan's intervention to support the yen for the first time since 1998 be successful in the long run? Why are companies investing in Japan now? And what exactly has been the sentiment surrounding ...

23 Sep 202221min

Money and Me:  Should you buy a house or start investing when rates are rising and markets are in a funk ?

Money and Me:  Should you buy a house or start investing when rates are rising and markets are in a funk ?

If mortgages keep rising is now the time to make a big buy in property? For first time investors, what do they need to know about wading into the market? Send this onto a young person who wants to up ...

23 Sep 202222min

Market View Minutes: US Dividend Darlings

Market View Minutes: US Dividend Darlings

With interest rates on the rise and inflation taking a bite out of the dollar, it could be a good time to take a closer look at stocks that pay strong dividends. So with that in mind, today in Market ...

23 Sep 20222min

Market View: US Fed 75 basis point hike, Reliance Retail eyes Sephora rights, First Reit, Amazon, Meta, Salesforce, Tencent, Berkshire Hathaway, SATS plans to acquire Worldwide Flight services

Market View: US Fed 75 basis point hike, Reliance Retail eyes Sephora rights, First Reit, Amazon, Meta, Salesforce, Tencent, Berkshire Hathaway, SATS plans to acquire Worldwide Flight services

Overnight, the US Federal Reserve delivered yet another aggressive rate hike, raising interest rates by 75 basis points. How has the market been reacting to it so far? In other news, why is Reliance R...

22 Sep 202224min

Money and Me: Overview of US Fed rate hike, SPACs bleak future and all you need to know about Quadruple witching hour

Money and Me: Overview of US Fed rate hike, SPACs bleak future and all you need to know about Quadruple witching hour

Michelle Martin and Arun Pai, Investments Team, Monks Hill Ventures examine the ramifications of the US's Fed rate hike of 75 basis points & question the 2% inflation target. They also discuss if the ...

22 Sep 202226min

Market View Minutes: 2 stocks that Wall Street sees value in today!

Market View Minutes: 2 stocks that Wall Street sees value in today!

Markets are in a funk but if the time to buy is when prices are low, what’s caught the eyes of some on Wall Street? Michelle Martin looks at 2 stocks of very different businesses that Wall Street’s an...

22 Sep 20222min

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