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(3712)

Money and Me: Dividend Titans and the New Berkshire Playbook

Money and Me: Dividend Titans and the New Berkshire Playbook

Is safety the new smart money strategy? With inflation lingering and volatility rising, dividend-paying defensive stocks are stepping into the spotlight. Michelle Martin breaks down the appeal of inco...

22 Maj 202522min

Market View: Malaysia's biggest IPOs, Shakeups at Singpost & Streaming Shifts

Market View: Malaysia's biggest IPOs, Shakeups at Singpost & Streaming Shifts

Markets are down—but stories are heating up. Malaysia’s biggest IPO of the year takes center stage, while Singapore’s SingPost undergoes another leadership shift. Wall Street tumbles as US debt worrie...

22 Maj 202524min

Money and Me: Tariff Woes, Treasury Troubles, and the AI Arms Race

Money and Me: Tariff Woes, Treasury Troubles, and the AI Arms Race

Are we out of the woods, or is recession still looming despite tariff relief? Moody’s downgrade puts US Treasuries under fresh scrutiny—should investors be worried? Retail investors are buying the dip...

21 Maj 202520min

Market View: Batteries, Bonds, and Brokers’ Takes

Market View: Batteries, Bonds, and Brokers’ Takes

CATL’s blockbuster IPO powers past market headwinds—what it says about appetite for EV bets. US Treasuries under pressure as Moody’s issues a downgrade—what it could mean for Asian fund flows. HPE and...

21 Maj 202521min

Money and Me: How magnificent are the 7? Which could be seeing shifting dominance and smarter diversification moves for ETF Investors

Money and Me: How magnificent are the 7? Which could be seeing shifting dominance and smarter diversification moves for ETF Investors

The tech titans' grip on markets may be loosening—what’s next for investors? Hosted by Michelle Martin, this episode welcomes Tim Phillips, Founder of TimTalksMoney, to unpack the underperformance of ...

16 Maj 202530min

Market View: SIA’s Sky-High Profits, SingPost’s Plunge, and Buffett’s Big Moves

Market View: SIA’s Sky-High Profits, SingPost’s Plunge, and Buffett’s Big Moves

Singapore Airlines is soaring to record profits—but is the runway clear ahead? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into SIA’s 65% earnings surge and the 7-month bonus...

16 Maj 202525min

Money and Me: What does the Tariff Truce mean for your tech investments and  Coinbase's Crypto Breakthrough

Money and Me: What does the Tariff Truce mean for your tech investments and Coinbase's Crypto Breakthrough

$800 billion added in a single day—are we seeing the birth of a new tech era? Is the truce a market mirage or a reset for global capital flows? What signs do investors need to watch to navigate the ne...

15 Maj 202521min

Market View: Tencent’s AI Leap, Boeing’s Mega Deal, and BYD’s Singapore Domination

Market View: Tencent’s AI Leap, Boeing’s Mega Deal, and BYD’s Singapore Domination

Is Boeing’s 96 billion-dollar deal enough to clear its turbulent skies? Hosted by Michelle Martin with Ryan Huang, today's Market View unpacks Asia-Pacific markets trending lower despite a Nasdaq rall...

15 Maj 202519min

Populärt inom Business & ekonomi

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