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: Netflix, Apple, Oiltek, Beng Kuang, Wee Hur, Midea Group, Horizon Robotics, China Resources Beverages, Mao Geping, Nippon Telegraph & Telephone, Seatrium, SingTel, Frasers Logistics & Commercial Trust

Market View: Netflix, Apple, Oiltek, Beng Kuang, Wee Hur, Midea Group, Horizon Robotics, China Resources Beverages, Mao Geping, Nippon Telegraph & Telephone, Seatrium, SingTel, Frasers Logistics & Commercial Trust

Hosted by Michelle Martin, this episode of Market View dives into the performance of Asia-Pacific markets, the Straits Times Index's stellar year, and the outlook for Singapore's real estate investmen...

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Little Luxuries - How's your table manners?

Little Luxuries - How's your table manners?

Michelle discusses why investing in yourself is little luxury you should plan for!See omnystudio.com/listener for privacy information.

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Market View: SingPost, Honda, Nissan, Xerox, Nordstrom, Nvidia, Broadcom, Nike, NewsCorp, Vistra, TalkMed, Pop Mart

Market View: SingPost, Honda, Nissan, Xerox, Nordstrom, Nvidia, Broadcom, Nike, NewsCorp, Vistra, TalkMed, Pop Mart

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Discover the latest developments at SingPost amidst its corporate governance scandal, and learn about the histor...

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Money and Me: Michelle's look back to 2024

Money and Me: Michelle's look back to 2024

Michelle picks some of her favourite shows of 2024 and reminisces. See omnystudio.com/listener for privacy information.

24 Dec 202425min

Money and Me: Bring Christmas to those in need with ONE (SINGAPORE)

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This holiday season, Michelle Martin hosts Minnie Venkatachalam from ONE (SINGAPORE) to discuss their inspiring ONE Wish List 2024. Discover how this initiative delivers holiday gifts to children from...

23 Dec 202423min

Market View: Berkshire Hathaway, SingPost, Netflix, Novo Nordisk, Eli Lilly, Nio, Pop Mart, and Top Glove

Market View: Berkshire Hathaway, SingPost, Netflix, Novo Nordisk, Eli Lilly, Nio, Pop Mart, and Top Glove

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Warren Buffett's latest investments, including Occidental Petroleum, Sirius XM, and Veri...

23 Dec 202421min

Money and Me: How to Quit Your Job

Money and Me: How to Quit Your Job

It's a non-trivial decision but you can do it! Join Michelle Martin on Money and Me, where she discusses the financial realities of quitting your job with Founder and CEO of Inkcome, Tim Phillips. Tim...

18 Dec 202422min

 Market View: Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust, Paragon REIT, Suntec REIT, Mapletree Commercial Trust, UnitedHealth Group, SolarEdge Technologies, Honeywell, Honda, Nissan, Wee Hur, Apple, Temu, Threads, TikTok, Walmart

Market View: Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust, Paragon REIT, Suntec REIT, Mapletree Commercial Trust, UnitedHealth Group, SolarEdge Technologies, Honeywell, Honda, Nissan, Wee Hur, Apple, Temu, Threads, TikTok, Walmart

Join Michelle Martin on her tour of markets! Michelle Martin is joined by Ryan Huang, as this episode delves into DBS Group Research's optimistic outlook for suburban retail REITs like Frasers Centre...

18 Dec 202423min

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