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.

Avsnitt(3763)

Money & Me: How can investors respond to today's market turmoil?

Money & Me: How can investors respond to today's market turmoil?

With today's markets plagued by rising interest rates, inflation & supply chain issues, how should investors respond in this period of market uncertainty and the looming possibility of recession? Chri...

30 Juni 202214min

Market View: Market forecast for the 2nd half of 2022, Sectors and markets to watch

Market View: Market forecast for the 2nd half of 2022, Sectors and markets to watch

As the 1st half of 2022 closes on a gloomy note, is it likely that the markets will rally before the year comes to an end? Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital di...

30 Juni 202217min

Market View Minutes: Trace Together token manufacturer surges in profits

Market View Minutes: Trace Together token manufacturer surges in profits

Do you or someone you know use a Trace Together token — not the app on your phone, but one of the little tokens you can put in your pocket? Well, the company that makes those tokens is reporting profi...

30 Juni 20222min

Money and Me: The best investment you can ever make!

Money and Me: The best investment you can ever make!

You may recognize Tan Ooi Boon for his practical and easy-to-understand weekly personal finance columns as the Invest Editor of Singapore national daily The Straits Times. Well today, he joins Michell...

29 Juni 202218min

Market View: Forward Singapore roadmap, The Big Japan Short, Pinterest, Tesla, Amazon

Market View: Forward Singapore roadmap, The Big Japan Short, Pinterest, Tesla, Amazon

On this episode of Market View, Michelle Martin and Ryan Huang discuss the 'Forward Singapore' roadmap and the various sectors & companies that stand to benefit from this exercise. They also talk abou...

29 Juni 202215min

Market View Minutes: Solid dividend stocks that will outpace rising prices

Market View Minutes: Solid dividend stocks that will outpace rising prices

With inflation and interest rates on the rise, many investors are looking for stocks that pay solid dividends that will outpace rising prices. Today in Market View Minutes, Michelle Martin presents se...

29 Juni 20222min

Market View: Accusations against Incredible & Watches.com and Axington, Bellagraph doctoring of Obama photos, Metal markets rebound, Nike, Trip.com

Market View: Accusations against Incredible & Watches.com and Axington, Bellagraph doctoring of Obama photos, Metal markets rebound, Nike, Trip.com

Michelle Martin and Ryan Huang highlight 2 cases of local companies being accused of breaching exchange rules and potentially  harming minority investors, with Incredible & Watches.com and Axington in...

28 Juni 202216min

Money and Me: Best & worst performing cryptocurrencies? The future of Crypto in Singapore for investors?

Money and Me: Best & worst performing cryptocurrencies? The future of Crypto in Singapore for investors?

Michelle Martin and Vijay Ayyar, VP Corporate Development & Global Expansion, Luno discuss current best and worst performers amidst the fallout of the crypto market, his expectations for the market, h...

28 Juni 202210min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
svd-tech-brief
uppgang-och-fall
rss-svart-marknad
avanzapodden
dynastin
borsmorgon
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
24fragor
fill-or-kill
ekonomiekot-extra
lastbilspodden
rss-den-nya-ekonomin
tabberaset
rss-veckans-trade