Money and Me: Is Headline DPU Hiding the Truth About Your REIT?

Money and Me: Is Headline DPU Hiding the Truth About Your REIT?

Are investors focusing too much on headline DPU when evaluating Singapore REITs?

Michelle Martin examines why the familiar distribution-per-unit number may not tell the full story.

In this episode of Money and Me, we explore whether investors should shift their focus from the quantity of distributions to the quality and sustainability behind them.

REIT specialist and Wealth Advisory Director Kenny Loh introduces a new framework - the Management Efficiency Index (MEI) - meant to help investors evaluate how effectively REIT managers generate and protect long-term income.

The conversation also unpacks the risks behind 100% payout strategies, accounting optic moves, and the impact of management fees paid in units.

With AGM season approaching, Kenny shares the key questions retail investors should ask management teams to better understand the resilience of distributions.

Any investor heading to a REIT AGM would benefit from knowing the right questions to ask to dive beyond the numbers to get at management "sweat equity".

See omnystudio.com/listener for privacy information.

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Market View: Oil at $100, China’s AI Lobster Craze & Adobe’s AI Reckoning

Market View: Oil at $100, China’s AI Lobster Craze & Adobe’s AI Reckoning

Are you “raising a lobster”? A new open-source AI agent called OpenClaw - created by an Austrian developer - is sparking a frenzied wave of experimentation across China. The AI agent can draft reports...

13 Mars 19min

Money and Me: What you need to know about CPF’s 2028 new investment scheme today!

Money and Me: What you need to know about CPF’s 2028 new investment scheme today!

There will soon be a new way to grow your CPF savings, what do you need to know? In this episode of Ask CPF! Michelle Martin puts your questions to Wu Meei, Director of Investment Schemes at CPF Board...

12 Mars 18min

Market View: Oil War Shockwaves - Why Insurance, Defense and AI Are Suddenly Market Movers

Market View: Oil War Shockwaves - Why Insurance, Defense and AI Are Suddenly Market Movers

Oil markets are on edge as Middle East conflict threatens one-fifth of the world’s oil supply moving through the Strait of Hormuz. Michelle Martin and Ryan Huang unpack the ripple effects across energ...

12 Mars 20min

Money and Me: Expensive Mistakes When Market Shocks Hit 

Money and Me: Expensive Mistakes When Market Shocks Hit 

When markets shake, your instincts may tell you to run and turn your equities into cash - but history suggests, that action may be an expensive mistake. Michelle Martin speaks with Tim Phillips, Foun...

11 Mars 25min

Market View: Why investors are questioning Oracle, the 200-year-old company powering ahead, and the EV maker in the black 

Market View: Why investors are questioning Oracle, the 200-year-old company powering ahead, and the EV maker in the black 

A 200-year-old trading empire is looking good. Asian conglomerate Jardine Matheson posts strong earnings and a higher dividend as its property, retail and infrastructure empire powers ahead. Meanwhile...

11 Mars 21min

Money and Me: Who Really Wins When Money Is Printed?

Money and Me: Who Really Wins When Money Is Printed?

What if inflation isn’t an accident - but a feature of the system? In this episode of Money and Me, hosted by Michelle Martin, we dive beneath the headlines with Paul Musson, author of Capital Offence...

10 Mars 24min

Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

War rhetoric, surging oil and AI spending are colliding - and markets are trying to figure out what breaks first. In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack h...

10 Mars 26min

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