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(3716)

Money and Me: Are Newly Built Condos Still Worth the Investment?

Money and Me: Are Newly Built Condos Still Worth the Investment?

Less than 500 square feet in size, over 80% of the new apartments were snapped up on their first day of sale. Why? Host Michelle Martin and Daniel Sim, Founder of Golden Goose Properties discuss when ...

12 Feb 202523min

Market View: Coca-Cola, WK Kellogg, Paragon REIT, First REIT, Far East Hospitality Trust, CATL, BYD, Tesla, Mapletree Industrial Trust, DBS, SATS

Market View: Coca-Cola, WK Kellogg, Paragon REIT, First REIT, Far East Hospitality Trust, CATL, BYD, Tesla, Mapletree Industrial Trust, DBS, SATS

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin as she unpacks Coca-Cola’s strong earnings, WK Kellogg’s mixed results, and the privatization offer for Paragon REIT. Discover ho...

12 Feb 202511min

Money and Me: Is Revolut’s Robo-Advisor a Game Changer for Effortless Investing?

Money and Me: Is Revolut’s Robo-Advisor a Game Changer for Effortless Investing?

Ever wished every time you spent, you were also investing? Host Michelle Martin explores a new robo-advisor with guest Kelvin Liew, Head of Wealth & Trading at Revolut. If you have no time for researc...

11 Feb 202519min

Market View: DBS, OCBC, UOB, McDonald's, Coca-Cola, Starbucks, ThaiBev, PropNex, GuocoLand, and Gold

Market View: DBS, OCBC, UOB, McDonald's, Coca-Cola, Starbucks, ThaiBev, PropNex, GuocoLand, and Gold

Join Michelle Martin on her tour of markets! Michelle looks closer at the Straits Times Index which hit a record high. What was driving it's gains before profit-taking set in? McDonald's defies expect...

11 Feb 202511min

Money and Me: What you need to know to get into medical school from 2025

Money and Me: What you need to know to get into medical school from 2025

Singapore is expanding its list of recognized foreign medical schools, giving aspiring medical students more options to study abroad. Hosted by Michelle Martin, this episode features Dr. Dexter Sim, M...

10 Feb 202524min

Market View: DBS, CapitaLand Ascott Trust, CapitaLand India Trust, Mapletree Logistics Trust, Suntec REIT, BP, BYD, Apple, Bank of America, McDonald's, Coca-Cola, Marriott, MGM Resorts, Biogen, Wynn Resorts, GE Healthcare

Market View: DBS, CapitaLand Ascott Trust, CapitaLand India Trust, Mapletree Logistics Trust, Suntec REIT, BP, BYD, Apple, Bank of America, McDonald's, Coca-Cola, Marriott, MGM Resorts, Biogen, Wynn Resorts, GE Healthcare

Join Michelle Martin on her tour of markets! DBS posts record earnings and announces new dividends - what does this mean for investors? CapitaLand Ascott Trust, CapitaLand India Trust, and Mapletree L...

10 Feb 202515min

Money and Me: How the expensive US stock market is being impacted by trends in AI

Money and Me: How the expensive US stock market is being impacted by trends in AI

Founder of the Tao of Trading, Simon Ree, joins Michelle Martin to discuss the market’s current valuation landscape. He highlights that the Cyclically-Adjusted PE (CAPE) ratio stands at 38 - making U....

7 Feb 202519min

Market View: Amazon, Peloton, Yum Brands, Tapestry, Roblox, Maersk, Honeywell, ST Engineering, SGX, Thai Beverage & More

Market View: Amazon, Peloton, Yum Brands, Tapestry, Roblox, Maersk, Honeywell, ST Engineering, SGX, Thai Beverage & More

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest major earnings reports. Hosted by Michelle Martin with Ryan Huang, this episode breaks down Amaz...

7 Feb 202525min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
uppgang-och-fall
borsmorgon
fill-or-kill
lastbilspodden
svd-tech-brief
bathina-en-podcast
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
loungepodden
affarsvarlden
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
dynastin