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(3726)

Market View: Israel-Iran Conflict, Levi Strauss, Eli Lilly, Seven & I, Warren Buffett, and DFI Retail

Market View: Israel-Iran Conflict, Levi Strauss, Eli Lilly, Seven & I, Warren Buffett, and DFI Retail

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s discussion kicks off with rising oil prices following US President Biden's remarks on the potential Isra...

4 Okt 202429min

Market View: Tesla, Ford, GM, Toyota, Eli Lilly, Dell, Latam, Shimao Group, Longfor Holdings, Lion-OCBC ETF, GRU, DFI Retail, Hong Kong Land, Keppel Corp, SingTel

Market View: Tesla, Ford, GM, Toyota, Eli Lilly, Dell, Latam, Shimao Group, Longfor Holdings, Lion-OCBC ETF, GRU, DFI Retail, Hong Kong Land, Keppel Corp, SingTel

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin, hear Michelle and Ryan Huang deep dive into Hong Kong's stock rally, with Shimao Group and Longfor Holdings making significant g...

3 Okt 202425min

Money and Me: Hunting for Great Companies with Simon Kold

Money and Me: Hunting for Great Companies with Simon Kold

Hosted by Michelle Martin, this episode features Simon Kold, fund manager, former stand-up comedian, and author of On the Hunt for Great Companies. Simon shares his unique journey from being part of m...

2 Okt 202425min

Market View: Thai Beverage, HomesToLife, FrontView REIT, Adani Enterprises, Boeing, Wilmar International, Jardine Matheson, Hongkong Land, Dyson, McCormick, PepsiCo, Mastercard, Rizap

Market View: Thai Beverage, HomesToLife, FrontView REIT, Adani Enterprises, Boeing, Wilmar International, Jardine Matheson, Hongkong Land, Dyson, McCormick, PepsiCo, Mastercard, Rizap

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers Thai Beverage’s IPO plans, HomesToLife’s public relisting, and FrontView REIT’s US-focused I...

2 Okt 202421min

SIEWCast: How the IEA Regional Cooperation Centre in Singapore will deepen our partnerships for energy transition across Asia

SIEWCast: How the IEA Regional Cooperation Centre in Singapore will deepen our partnerships for energy transition across Asia

In this episode Michelle Martin speaks with Puah Kok Keong, Chief Executive of the Energy Market Authority, about his vision for Singapore’s energy sector, the International Energy Agency’s regional C...

2 Okt 202417min

Market View: Apple, Tesla, Nvidia, and Meta's Market Moves

Market View: Apple, Tesla, Nvidia, and Meta's Market Moves

Join Michelle Martin on her tour of markets! In today’s episode, she and Ryan Huang discuss the latest updates on Apple’s product launches, Tesla’s stock fluctuations, Nvidia’s AI-driven growth, and M...

1 Okt 202422min

Money and Me: How Amazing is Instarem's Amaze Card?

Money and Me: How Amazing is Instarem's Amaze Card?

Why pay 3.25% when you can pay 2% on foreign exchange fees? Customers like the idea of combining their Amaze card with their Mastercard credit cards for the additional rewards, but some banks have clo...

1 Okt 202425min

Money and Me: China's stock market bounce and your investment needs

Money and Me: China's stock market bounce and your investment needs

While investors have been dazzled by China and Hong Kong's rally, we ask, ahead of China's national holiday, is there space for one more rally. And beyond a short-term bounce, is there reason to look ...

30 Sep 202423min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
avanzapodden
svd-tech-brief
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-kort-lang-analyspodden-fran-di
borsmorgon
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
tabberaset
rss-den-nya-ekonomin
dynastin
rss-inga-dumma-fragor-om-pengar
rss-veckans-trade