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: Raffles Medical, First REIT, Centurion Corp, Ho Bee Land, Goodland Group, Maersk, Union Pacific, RXO, CH Robinson Worldwide, Wilmar International, Adani Enterprises, Sheng Siong, Olam Group, Spotify, Yangzijiang Shipbuilding, SingTel, DFI Retail, Rizap

Market View: Raffles Medical, First REIT, Centurion Corp, Ho Bee Land, Goodland Group, Maersk, Union Pacific, RXO, CH Robinson Worldwide, Wilmar International, Adani Enterprises, Sheng Siong, Olam Group, Spotify, Yangzijiang Shipbuilding, SingTel, DFI Retail, Rizap

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Money and Me: 6 core lessons on Money, Investing and Ideas on Purpose after a CEO's trip overseas

Money and Me: 6 core lessons on Money, Investing and Ideas on Purpose after a CEO's trip overseas

Join Michelle Martin as she delves into the financial insights of Chris Tan, CEO of Providend, who has just returned from his business trip across San Francisco, Dallas, and Austin. Is the grass at th...

27 Sep 202424min

Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode explores China’s latest stimulus measures and their impact on companies like Bank of China, Cate...

27 Sep 202420min

Money and Me: The next big thing when investing overseas?

Money and Me: The next big thing when investing overseas?

Owner of 16 properties, with 13 in one particular part of the world, Germaine Chow, Co-founder, I Quadrant shares with Michelle Martin where she would look to and why she would not invest in what appe...

26 Sep 202423min

Market View: Micron Technology, Meta, Applied Materials, Lam Research, CATL, Gotion High Tech, LG Energy, BYD, Panasonic, Samsung, Etihad, McDonald’s, Tesla, DFI Retail, Hong Kong Land, Yangzijiang Shipbuilding, Mapletree PanAsia Commercial Trust

Market View: Micron Technology, Meta, Applied Materials, Lam Research, CATL, Gotion High Tech, LG Energy, BYD, Panasonic, Samsung, Etihad, McDonald’s, Tesla, DFI Retail, Hong Kong Land, Yangzijiang Shipbuilding, Mapletree PanAsia Commercial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today's discussion covers Micron Technology's surprise earnings and Meta's AR glasses prototype. We also explore...

26 Sep 202423min

Money and Me: Zoom, Hybrid models and the Future of Work

Money and Me: Zoom, Hybrid models and the Future of Work

You can send your AI digital companion to your meeting to take notes, provide summaries and even share the emotional tone of the meeting. Leading organisations are recognising greater flexibility cust...

25 Sep 202419min

Market View: Sun Hung Kai Properties, Constellation Energy, Bloom Energy, Commonwealth Bank of Australia, Amentum, Meta, Visa, DFI Retail

Market View: Sun Hung Kai Properties, Constellation Energy, Bloom Energy, Commonwealth Bank of Australia, Amentum, Meta, Visa, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets trend higher as China’s rate cuts lift stocks in Hong Kong and the Golden Dragon Index surges 9%. Sun Hung Kai Properties leads gains ...

25 Sep 202421min

Market View: Microsoft, Hugo Boss, Suntec REIT, Trump Media, Vistra Corp, Singapore Exchange, Everton FC, and Sunny Optical

Market View: Microsoft, Hugo Boss, Suntec REIT, Trump Media, Vistra Corp, Singapore Exchange, Everton FC, and Sunny Optical

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading higher following gains on Wall Street. Michelle and Ryan dive into analyst downgrades for Microsoft, Hugo Boss, and Suntec...

24 Sep 202421min

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