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(3710)

Market View: Singapore’s Growth vs Global Headwinds, OCBC Shake-Up & NTT DC REIT Debut

Market View: Singapore’s Growth vs Global Headwinds, OCBC Shake-Up & NTT DC REIT Debut

Singapore’s Q2 growth surprises—so why is momentum fading? Michelle Martin unpacks OCBC’s leadership shift, NTT DC REIT’s hot listing, and FedEx’s robot deliveries. Kraft Heinz considers a mega spinof...

14 Juli 202515min

Money and Me: Retail Rebels, Tariffs & the AI Job Shuffle

Money and Me: Retail Rebels, Tariffs & the AI Job Shuffle

Are retail investors outmaneuvering the pros in Trump’s trade war? Inflation expectations are cooling — but is it really a green light for markets? IBM lays off 8,000 with AI, yet is growing headcount...

10 Juli 202525min

Market View: Temasek's Boom, Copper’s Charge & Netflix’s Anime Ambitions

Market View: Temasek's Boom, Copper’s Charge & Netflix’s Anime Ambitions

A record-breaking run for Temasek, copper prices soar on Trump’s tariffs, and Netflix bets big on anime. What does Temasek’s strategy tell us about smart investing? Will copper’s surge reshape global ...

10 Juli 202525min

Mind Matters: Burnout — when its more than a work problem

Mind Matters: Burnout — when its more than a work problem

Could burnout be closer than you think — even if you're just feeling “a little off”? Join Michelle Martin in conversation with psychologist Haja Navaz of Sparkz Counselling as they unpack the nuances ...

9 Juli 202517min

Money and Me: Rethinking Fixed Income Now

Money and Me: Rethinking Fixed Income Now

Take a closer look at a fixed income fund trusted by Singaporeans — with 90% of its investors based in Singapore. What if fixed income isn’t just a defensive play — but a smart way to grow your wealth...

9 Juli 202526min

Market View: Prime Time strategy , Tech giants reboot

Market View: Prime Time strategy , Tech giants reboot

What if Prime Day beats Black Friday in sales for the first time ever? Michelle Martin and Ryan Huang explore Amazon’s bold 4-day shopping bonanza and how it's changing the e-commerce playbook. They u...

9 Juli 202524min

Money and Me: The Homeowner’s Dilemma

Money and Me: The Homeowner’s Dilemma

Is it wiser to clear your mortgage early—or let your home loan work harder for you? With Singapore’s Seller’s Stamp Duty now back at 2017 levels, investors and homeowners alike are reassessing their s...

8 Juli 202524min

Market View: Tariff Turbulence, Tesla’s Political Pivot & Jurassic Juggernaut

Market View: Tariff Turbulence, Tesla’s Political Pivot & Jurassic Juggernaut

The dinosaurs aren't the only thing roaring—markets are too, as Trump’s sweeping tariff threats rattle global trade. Tesla, ExxonMobil, Samsung, FWD, Del Monte, and Jurassic World: Rebirth all make he...

8 Juli 202523min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-borsens-finest
rss-jossan-nina
uppgang-och-fall
bathina-en-podcast
lastbilspodden
svd-tech-brief
borsmorgon
avanzapodden
rss-kort-lang-analyspodden-fran-di
fill-or-kill
rss-inga-dumma-fragor-om-pengar
affarsvarlden
dynastin
rss-dagen-med-di
tabberaset
rss-veckans-trade
kapitalet-en-podd-om-ekonomi