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.
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