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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Money and Me: Have stablecoins achieved their promise?

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What deals are being made in the stablecoin world? Could they be a major bond market player? Have they achieved full price stability? Michelle Martin invites Sagar Sarbhai, Head of Business Solutions ...

24 Okt 202423min

Market View: Tesla, Keppel Corp, Keppel Infrastructure Trust, Keppel Pacific Oak US REIT, Mapletree Logistics Trust, Digital Core REIT, Coca-Cola, Boeing, SK Hynix, China Resources Beverage, ComfortDelGro, Hong Kong Land, DFI Retail, Jardine Matheson Holdings

Market View: Tesla, Keppel Corp, Keppel Infrastructure Trust, Keppel Pacific Oak US REIT, Mapletree Logistics Trust, Digital Core REIT, Coca-Cola, Boeing, SK Hynix, China Resources Beverage, ComfortDelGro, Hong Kong Land, DFI Retail, Jardine Matheson Holdings

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Market View: Starbucks, General Motors, GE Aerospace, Sherwin-Williams, Verizon, Horizon Robotics, Hyundai Motor India, Tokyo Metro, HSBC, Meta, McDonald's, Mapletree Logistics Trust, Sembcorp Industries, Singapore Airlines, Jardine Cycle & Carriage, DFI Retail

Market View: Starbucks, General Motors, GE Aerospace, Sherwin-Williams, Verizon, Horizon Robotics, Hyundai Motor India, Tokyo Metro, HSBC, Meta, McDonald's, Mapletree Logistics Trust, Sembcorp Industries, Singapore Airlines, Jardine Cycle & Carriage, DFI Retail

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into corporate earnings from Starbucks and General Motors, exploring their market reactions. ...

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Global energy transition requires not only an acceleration in the production of clean energy but scaling up the infrastructure. How will the bill to finance that also deliver economic and societal ben...

22 Okt 202420min

Market View: Keppel REIT, Mapletree Logistics Trust, Microsoft, The Walt Disney Company, Ping An Insurance, Maersk, Chick-fil-A, ST Engineering, Hong Kong Land, DFI Retail

Market View: Keppel REIT, Mapletree Logistics Trust, Microsoft, The Walt Disney Company, Ping An Insurance, Maersk, Chick-fil-A, ST Engineering, Hong Kong Land, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trending lower, and Keppel REIT's earnings are in focus with mixed results. Michelle Martin invites Ryan Huang to the chat and bot...

22 Okt 202422min

Money and Me: Buying a new HDB? How to make the best choice for yourself with the new BTO Framework – Plus, Prime, and Standard Flats

Money and Me: Buying a new HDB? How to make the best choice for yourself with the new BTO Framework – Plus, Prime, and Standard Flats

Join Michelle Martin as she explores what every new buyer of HDB flats needs to understand about the new public housing classification system in Singapore. Host Michelle Martin invites Ivan Cai, Head ...

22 Okt 202422min

Market View: CNMC Goldmine, Travelite, Noel Gifts, Petro China, Weichai Power, Aihua Conch Cement, Xiaomi, Glodon, Roborock, Coca-Cola, Tesla, Keppel REIT, Mapletree Logistics Trust, OUE REIT, Digital Core REIT, BMW, P&G, Boeing, Shell, Changi Airports

Market View: CNMC Goldmine, Travelite, Noel Gifts, Petro China, Weichai Power, Aihua Conch Cement, Xiaomi, Glodon, Roborock, Coca-Cola, Tesla, Keppel REIT, Mapletree Logistics Trust, OUE REIT, Digital Core REIT, BMW, P&G, Boeing, Shell, Changi Airports

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode focuses on director deals involving CNMC Goldmine, Travelite, and Noel Gifts, examining the implica...

21 Okt 202421min

Money and Me: Opportunities in Emerging Market Debt

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Hosted by Michelle Martin, this episode dives into the evolving landscape of emerging market debt with Johnny Chen, Portfolio Manager of Emerging Markets Debt at William Blair. Will we see a stronger ...

21 Okt 202412min

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