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: Market reaction of Boris Johnson's resignation, Pinterest, Video game sales, Twitter, SPH REIT, Samsung's rally, Shell $1 Billion gain

Market View: Market reaction of Boris Johnson's resignation, Pinterest, Video game sales, Twitter, SPH REIT, Samsung's rally, Shell $1 Billion gain

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Global alternative protein investment surged 60% up to $5 billion last year, but what is the picture like in Asia? We take a closer look at the alternative protein market with Dr. Andy Kusumo, founder...

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Are you a Coca-Cola fan? Well, you might be, and not even know it! Coke has over 200 brands, from Barq’s root beer to Peace Tea to Topo Chico, a spiked alcoholic sparkling water. But what offers a bet...

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Adrien Desbaillets CEO and Co-Founder, SaladStop! Group to tell us what it means to be the first net zero Asian F&B outlet and what other businesses can learn from its business journeySee omnystudio.c...

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Market View: People’s Park Centre S$1.8b sale, GameStop, DoorDash, Tianqi Lithium, Netflix, Apple, Higher rates to quell inflation, Currency Market impacts

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People’s Park Centre is up for collective sale with a S$1.8b reserve price! But will this attempt to sell the People’s Park Centre have a greater chance of success than the last one? On a separate not...

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When it comes to electric vehicles, Tesla usually tops the headlines but it’s hardly the only company in the sector. Today, a Chinese EV maker is making news instead. This company usually makes news f...

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