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: Nordstrom, Macy's, Bloomingdale's, Super Micro Computer, Seven & I, 7-Eleven, SpaceX, BYD, Huawei

Market View: Nordstrom, Macy's, Bloomingdale's, Super Micro Computer, Seven & I, 7-Eleven, SpaceX, BYD, Huawei

Join Michelle Martin on her tour of markets! Join Michelle Martin with Ryan Huang; this episode dives into Nordstrom’s impressive earnings, Hindenburg’s latest target—Super Micro Computer, and the pot...

28 Aug 202423min

Money and Me: Crypto Money Laundering, Chainalysis Insights, and the Future of Regulation

Money and Me: Crypto Money Laundering, Chainalysis Insights, and the Future of Regulation

Michelle Martin invites Chengyi Ong, Head of APAC Policy at Chainalysis to explore the evolving scale of crypto money laundering and the trends that investors and institutions need to watch in 2024. C...

27 Aug 202418min

Market View: Tokyo Metro, Kioxia, Pinduoduo, Temu, SpaceX, Boeing, SingTel, Telegram, SGX, Halcyon Agri

Market View: Tokyo Metro, Kioxia, Pinduoduo, Temu, SpaceX, Boeing, SingTel, Telegram, SGX, Halcyon Agri

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Dive into Tokyo Metro and Kioxia’s IPOs, Pinduoduo’s $50 billion loss, and the latest developments in the US mar...

27 Aug 202422min

Money and Me: Red-Flag Macau Casino Stocks and an Update on the Miles Game!

Money and Me: Red-Flag Macau Casino Stocks and an Update on the Miles Game!

Michelle Martin invites Tim Phillips, Founder of TimTalksMoney to explore the latest on Macau casino stocks and the impact of new regulations on the industry. Are these stocks still a good bet or a re...

23 Aug 202423min

Market View: Zoom, Peloton, McDonald's, Microsoft, Baidu, Snowflake, Urban Outfitters, Williams-Sonoma

Market View: Zoom, Peloton, McDonald's, Microsoft, Baidu, Snowflake, Urban Outfitters, Williams-Sonoma

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin in a special solo edition, dive into the latest market movements. Zoom and Peloton are back in the spotlight with significant gai...

23 Aug 20249min

Money and Me: What smart investors know about trading volatility, the strength of the US Dollar, Immigration Policies, and Fixed Income Strategies

Money and Me: What smart investors know about trading volatility, the strength of the US Dollar, Immigration Policies, and Fixed Income Strategies

Hosted by Michelle Martin with guest Arun Pai, Investment team at Monks Hill Ventures. In this episode, we explore how to trade volatility using the Cboe Volatility Index (VIX) and what investors shou...

22 Aug 202421min

Market View: Xiaomi, Xpeng, Nio, Target, Macy's, TJX, Bluemercury, LVMH, Ola Electric, Didi Global

Market View: Xiaomi, Xpeng, Nio, Target, Macy's, TJX, Bluemercury, LVMH, Ola Electric, Didi Global

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Yeap Jun Rong, market strategist from IG. In this episode, we explore Xiaomi’s 30% sales surge, Nio’s ambitious battery infr...

22 Aug 202423min

Little Luxuries : The Heat is on In Saigon

Little Luxuries : The Heat is on In Saigon

Michelle Martin thinks Miss Saigon is an unmissable experience for any fan of musicals. With a cast that reflects Asia’s diversity, this production is a fantastic retelling of a tale that has been rei...

21 Aug 20243min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
avanzapodden
svd-tech-brief
fill-or-kill
bathina-en-podcast
lastbilspodden
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
kapitalet-en-podd-om-ekonomi
rss-den-nya-ekonomin
affarsvarlden
rss-dagen-med-di
24fragor
dynastin