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: Investing, Trading, or Gambling?

Money and Me: Investing, Trading, or Gambling?

Michelle Martin invites ex Citi and Goldman Sachs veteran Simon Ree, now founder of a platform empowering investors with tools and knowledge, the Tao of Trading. This episode explores the essential di...

12 Aug 202422min

Money and Me: Warren Buffett raising cash just before the sell off, US markets, Bitcoin, Bonds, cash in Japan

Money and Me: Warren Buffett raising cash just before the sell off, US markets, Bitcoin, Bonds, cash in Japan

What's the significance of Warren Buffett raising cash just before the US sell-off? How did the price of Bitcoin react to global sell-off? What could the Fed do next in the face of recessionary fears?...

8 Aug 202428min

Market View: DBS, Disney, Sony, Novo Nordisk, Nvidia, Citigroup, Apple, Alphabet, Amazon, Microsoft, Roblox, Marvel Technology, New York Times, Hilton, Softbank, EC World, Elite UK REIT, Boeing, Sembcorp, Venture Corp

Market View: DBS, Disney, Sony, Novo Nordisk, Nvidia, Citigroup, Apple, Alphabet, Amazon, Microsoft, Roblox, Marvel Technology, New York Times, Hilton, Softbank, EC World, Elite UK REIT, Boeing, Sembcorp, Venture Corp

Michelle Martin tours markets in the morning with Ryan Huang. Both look at  DBS CEO Piyush Gupta stepping down and Tan Su Shan stepping in, updates on Disney, Sony, and Novo Nordisk's earnings. We als...

8 Aug 202429min

Market View: Dyna-Mac, Riverstone, Fraser and Neave, Emperador, Venture Corp, Yum Brands, Airbnb, Uber, Kenvue, Super Micro

Market View: Dyna-Mac, Riverstone, Fraser and Neave, Emperador, Venture Corp, Yum Brands, Airbnb, Uber, Kenvue, Super Micro

Join Michelle Martin's tour of markets. With Ryan Huang, Michelle explores Asia-Pacific markets; trading looks mixed at the morning start as Tokyo, Sydney, and Seoul show varied performances. Corporat...

7 Aug 202423min

Money and Me: Market meltdown and your portfolio

Money and Me: Market meltdown and your portfolio

Join Michelle Martin in conversation with her guest, Cheng Chye Hsern, Head of Investment, Providend. Global markets faced a severe downturn on Monday, with significant losses from New York to Tokyo. ...

7 Aug 202424min

Money and Me: The High Cost of High Cholesterol

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Actor and former national rugby player Paul Foster was just 29 and in peak physical condition when he experienced sudden nausea and motion sickness, which prompted his first full health screening. Tha...

6 Aug 202424min

Market View: Mapletree Logistics Trust, Raffles Medical Group, Apple, Bank of America, Berkshire Hathaway, Chevron, Li Auto, Hotel Properties, Yangzijiang Shipbuilding, Singapore Airlines, Frasers Logistics & Commercial Trust, CapitaLand Ascendas REIT

Market View: Mapletree Logistics Trust, Raffles Medical Group, Apple, Bank of America, Berkshire Hathaway, Chevron, Li Auto, Hotel Properties, Yangzijiang Shipbuilding, Singapore Airlines, Frasers Logistics & Commercial Trust, CapitaLand Ascendas REIT

Join Michelle Martin's race through the market with Ryan Huang. We begin this Monday morning with Director Deals and institutional trading. Mapletree Logistics Trust sees insider buying amidst leaders...

6 Aug 202427min

Market View: Mapletree Logistics Trust, Raffles Medical, Apple, Berkshire Hathaway, Bank of America, Disney, Caterpillar, Eli Lilly, Chevron, Li Auto, Hotel Properties, Yangzijiang Shipbuilding, Singapore Airlines, Frasers Logistics & Commercial Trust, CapitaLand Ascendas REIT

Market View: Mapletree Logistics Trust, Raffles Medical, Apple, Berkshire Hathaway, Bank of America, Disney, Caterpillar, Eli Lilly, Chevron, Li Auto, Hotel Properties, Yangzijiang Shipbuilding, Singapore Airlines, Frasers Logistics & Commercial Trust, CapitaLand Ascendas REIT

Michelle Martin and Ryan Huang delve into the latest market developments across the Asia-Pacific region. They analyze significant director deals in Mapletree Logistics Trust and Raffles Medical Group,...

5 Aug 202422min

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