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: Top Glove, Supermax, Kossan Rubber, Hartalega Holdings, Lenovo, BYD, Mercedes-Benz, Midea, Isetan, Snap, Google, DFI Retail, Jardine Matheson, Keppel, CapitaLand Investment, Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust

Market View: Top Glove, Supermax, Kossan Rubber, Hartalega Holdings, Lenovo, BYD, Mercedes-Benz, Midea, Isetan, Snap, Google, DFI Retail, Jardine Matheson, Keppel, CapitaLand Investment, Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust

Join Michelle Martin on her tour of markets! Shares in Tokyo rise as Japan digests trade figures, while Sydney waits for the U.S. interest rate decision. Hosted by Michelle Martin with Ryan Huang, the...

18 Sep 202419min

Money and Me: What's behind the S-REIT Rally? Fed Rate Cuts, and should Finfluencers be managed?

Money and Me: What's behind the S-REIT Rally? Fed Rate Cuts, and should Finfluencers be managed?

Join Michelle Martin as she explores the ongoing rally in Singapore’s S-REIT sector and the impact of potential Fed rate cuts. Michelle with guest Kenny Loh, REIT Specialist and Independent Financial ...

18 Sep 202426min

SIEWCast: Singapore’s LNG Hub positioning for the future

SIEWCast: Singapore’s LNG Hub positioning for the future

Welcome to SIEWCast, your premier source for energy insights. In this episode, we explore the pivotal role of liquefied natural gas (LNG) as a bridge fuel in the transition towards a net zero world.  ...

17 Sep 202415min

Money and Me: RealVantage, Paragon Capital, and the $50M GREAT Fund

Money and Me: RealVantage, Paragon Capital, and the $50M GREAT Fund

Join Michelle Martin as she explores RealVantage and Paragon Capital’s latest venture into global real estate. Michelle and guests Keith Ong, Co-founder & CEO of RealVantage, and Paul Lee, Co-founder,...

17 Sep 202422min

Market View: Intel, Amazon, Microsoft, Apple, Tencent, Nestle, Midea, SIA, DBS

Market View: Intel, Amazon, Microsoft, Apple, Tencent, Nestle, Midea, SIA, DBS

Join Michelle Martin on her tour of markets! Intel surges on a new AI deal with Amazon, while Amazon’s CEO ends remote work. Microsoft announces a massive share buyback, and Apple unveils iOS 18. Host...

17 Sep 202421min

Market View: Seatrium, UOB, OCBC, Geo Energy Resources, Seven & I, Alimentation Couche-Tard, Nitori, Aeon, Nvidia, Palantir, Dell, Erie Indemnity, Boeing, Trump Media & Technology, MicroStrategy, Ryde, Sembcorp Industries, ST Engineering, SingTel, OCBC, Hong Kong Land

Market View: Seatrium, UOB, OCBC, Geo Energy Resources, Seven & I, Alimentation Couche-Tard, Nitori, Aeon, Nvidia, Palantir, Dell, Erie Indemnity, Boeing, Trump Media & Technology, MicroStrategy, Ryde, Sembcorp Industries, ST Engineering, SingTel, OCBC, Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s discussion kicks off with a focus on institutional trading, where companies like Seatrium and Geo Energy...

16 Sep 202422min

Little Luxuries: Should you watch Alien Romulus?

Little Luxuries: Should you watch Alien Romulus?

Horror and sci-fi fan Michelle Martin grabs her soft fleece and popcorn to catch the long-awaited addition to the Alien franchise and delivers her verdict.See omnystudio.com/listener for privacy infor...

16 Sep 20245min

Money and Me: Gemini's Global State of Crypto and Stablecoin Adoption in Singapore

Money and Me: Gemini's Global State of Crypto and Stablecoin Adoption in Singapore

Hosted by Michelle Martin, with guest Saad Ahmed, Head of Asia Pacific at Gemini, this episode dives into Gemini’s 2024 Global State of Crypto report. Discover the key findings on cryptocurrency senti...

16 Sep 202411min

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