Money and Me: S-REITs vs Banks – Is It Time to Rotate?

Money and Me: S-REITs vs Banks – Is It Time to Rotate?

S-REITs are on a winning streak — how early in the cycle are we? Is the run sustainable?

Hosted by Michelle Martin, this episode features Kenny Loh, Wealth Advisory Director and one of Singapore’s leading REIT specialists, to unpack July’s standout performers and the key drivers behind their double-digit returns.

We dive into why the S-REIT Index hit record highs in early July, and whether the ambitious 12-month target of 1,159 points is realistic.

Could rate cuts, yield spread changes, and macro shifts open the door for investors to rotate out of local banks and into REITs?

Kenny weighs the pros and cons of such a move, and outlines allocation strategies for income seekers. We also explore the REIT sub-sectors that may prove most resilient in H2 2025.

Recorded ahead of Kenny’s 2H 2025 S-REIT Market Outlook session at SGX, this is your insider’s guide to the evolving REIT landscape.

See omnystudio.com/listener for privacy information.

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Want an AI tutor at home for about $40 a month for your primary schooler? Michelle Martin explores one option with guest: Tan Yueh Phern. We unpack how AI learning platforms like Luminee Learning aim ...

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Retirement is about to be reinvented - but will the new CPF scheme work for you? Michelle Martin unpacks Singapore’s upcoming CPF Investment Scheme and what it means for your long-term wealth - hoste...

15 Apr 23min

Market View: Banks Boom, Oil Surges & AI Goes Physical—Markets Near Highs but Risks Linger

Market View: Banks Boom, Oil Surges & AI Goes Physical—Markets Near Highs but Risks Linger

Wall Street rallies toward all-time highs as blockbuster earnings from major banks fuel optimism -hosted by Michelle Martin with Ryan Huang. Citigroup and Goldman Sachs lead a trading-driven surge, wh...

15 Apr 23min

Money and Me: Where to Park $200K as War and Rates collide

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When the world feels unstable, doing nothing might be your smartest move - or your biggest mistake. As geopolitical tensions and rising energy prices reshape markets, investors are being forced to ret...

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Market View: Profits, Policy & Panic - Goldman’s Boom Meets Oil Shock Reality

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We start in Singapore where the MAS has tightened policy for the first time since 2022, even as safe-haven flows push interbank rates lower - a rare divergence. Goldman Sachs delivers blockbuster ear...

14 Apr 22min

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