Live Well with Michelle

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

21 min · 8. juli 2026
episode Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off? cover

Description

Are Singapore REITs entering a new era where management decisions matter more than interest rates? Hosted by Michelle Martin, this episode explores four of the biggest REIT stories shaping the market - from resilient industrial assets to bold acquisitions and strategic divestments. We examine why industrial REITs continue to outperform, whether OUE REIT's S$500 million sale of Crowne Plaza Changi Airport is smart capital recycling, and if CapitaLand Ascendas REIT is buying logistics assets at the right point in the cycle. We also unpack the debate surrounding CICT's S$3.9 billion acquisition of Paragon and what investors should look for when evaluating landmark REIT transactions. Companies discussed: CapitaLand Integrated Commercial Trust (CICT), OUE REIT, CapitaLand Ascendas REIT (CLAR), Crowne Plaza Changi Airport, Paragon. Whether you're investing for income or long-term growth, discover how to assess acquisitions, divestments, DPU accretion and management execution beyond the headlines. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Comments

0

Be the first to comment

Sign up now and become a member of the Live Well with Michelle community!

Get Started

1 month for 9 kr.

Then 99 kr. / month · Cancel anytime.

  • Podcasts kun på Podimo
  • 20 lydbogstimer pr. måned
  • Gratis podcasts

All episodes

300 episodes

episode Market View: As semiconductors weaken, what's gaining ground? artwork

Market View: As semiconductors weaken, what's gaining ground?

After months of AI-fuelled gains, investors hit the brakes on semiconductor stocks, sending SanDisk, Micron, Western Digital, Marvell Technology and Oracle sharply lower this week as concerns grew over lofty valuations and massive AI spending. Yet money didn't leave tech entirely - it rotated into profitable software names. Which names have gained ground? We unpack what this shift says about the next phase of the AI boom, why JPMorgan Chase's strong earnings are reassuring investors about the health of the US economy, and what IBM's disappointing outlook reveals about rising expectations for AI. We also examine whether softer US inflation could give the Federal Reserve more room to cut rates, and why geopolitics may matter more than inflation in the days ahead. Plus, the stocks and sectors investors should keep firmly on their watchlist. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Yesterday11 min