14 October 2024
Money and Me: Finding attractive S-REITs in a rate cutting environment
The US Federal Reserve's first rate cut in 4 years is undoubtedly fueling the REIT sector with optimism, with many companies experiencing a huge jump in their share prices lately. And with expectations of further rate cuts from this year and beyond, how should investors be positioning themselves in the REIT sector? How might distribution yields perform in the coming months? And how can you ride this potentially bullish trend before it's too late? Dan Koh dissects the details with Kenny Loh, REIT Specialist and Independent Financial Advisor as they discuss the valuation of S-REITs today and where you can find attractive opportunities.

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18 September 2024
Money and Me: What's behind the S-REIT Rally? Fed Rate Cuts, and should Finfluencers be managed?
Join Michelle Martin as she explores the ongoing rally in Singapore’s S-REIT sector and the impact of potential Fed rate cuts. Michelle with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, discuss whether this rally is sustainable, what historical data tells us about REIT performance during rate cuts, and how investors can navigate this market. Plus, they examine the growing role of finfluencers and the need for regulation in this space.

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13 August 2024
Money and Me: Navigating S-REITs Amid Earnings Season and Potential US Rate Cuts
Hosted by Michelle Martin, with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, today's Money and Me delves into the latest earnings season for S-REITs. Discover which S-REITs are emerging as winners and losers and how current valuations stack up as attractive income instruments. We also explore why Cohen & Steers Capital Management is increasing its stake in Digital Core REIT. Plus, get insights on positioning your S-REITs ahead of a potential US rate cut and what history tells us about S-REITs' performance in such scenarios.

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10 June 2024
Money and Me: Navigating Challenges for Mapletree REITs and REITs related to Changi Business Park
Today, we delve into the outlook for Mapletree REITs amid challenging market conditions and leadership changes. We discuss the recent performance of Mapletree Logistics Trust and Mapletree Panasia Commercial Trust, investors' punishing responses and recent leadership changes.
Michelle and her guest Kenny Loh also examine the implications of Mapletree Anson's $775 million sale by MPACT. Then we travel to Singapore's "CBD of the east" and examine what the emptying of tenants mean for Singapore's ambitions to become a regional hub for MNC's and the possible impact of the vacancies at Changi Business Park on S-REITs. Guest: Kenny Loh, REIT Specialist and Independent Financial Advisor.

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15 May 2024
Money and Me: Winners and Losers Among S-REITs, Frasers Property's Profit Plunge, and the Impact of Sustained High Interest Rates
Join host Michelle Martin and REIT Specialist Kenny Loh as they delve into the latest developments in the S-REIT sector. They analyze the winners and losers over the past month and discuss the recent earnings results of S-REITs. The conversation then shifts to Frasers Property's dramatic 80% drop in profit, exploring the underlying causes and future outlook.
With market expectations adjusting to higher for longer interest rates signaled by Federal Reserve Chair Jay Powell, Michelle and Kenny examine the implications for S-REITs' dividends and share prices. They also consider whether the current price-to-book ratio discount presents a buying opportunity and identify key indicators of quality assets for cautious investors. Tune in for expert insights on navigating the uncertain landscape of S-REITs.

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2 April 2024
Money and Me: Manulife US REIT where could it be heading? Are we at the tail end of the down cycle for S-Reits?
Who are the S-REITs winners and losers of Q1 2024? How should investors be reading Manulife US REIT's management change? And where can we find attractive opportunities in Japan-exposed S-REITs? Michelle Martin finds out with Kenny Loh, REIT Specialist and Independent Financial Advisor.

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15 March 2024
Money and Me: Will more S-REIT's suspend distributions?
Who were the best and worst S-REITs performers of February 2024? And with US inflation staying persistent, how might this affect the US Fed interest rate cut roadmap and ultimately, the growth of S-REITs for the rest of this year? Which S-Reit's could be mutl-baggers and why? Michelle Martin asks Kenny Loh, REIT Specialist and Independent Financial Advisor. Curious about the screeners Michelle talks about in this episode? Kenny gives listeners access to a 1-month free pass, promo code RSxMoneyFM, for his screener at https://reitsavvy.com/reits-screener  ( Pass ends on April 15 2024 )

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16 February 2024
Money and Me: US Office Reits - the immediate outlook is bleak but there are opportunities for investors
We take a closer look at the deterioration of the pure play US office Reit sector. With the US Fed interest rate path as vague as ever, which companies are likely to struggle and can investors find attractive opportunities? Michelle Martin asks Kenny Loh, REIT Specialist and Independent Financial Advisor.

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15 January 2024
Money and Me: Why S-REIT investors are focused on valuations in 2024?
Will the S-REIT sector be net outperformers in 2024? Which sub-sectors can contrarian investors hunting for value look towards?
Michelle Martin speaks with Kenny Loh, REIT Specialist and Independent Financial Advisor to find out what’s been fuelling the optimism in the S-REIT sector, where can investors find ‘value’ amid this growing interest in the sector.

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5 December 2023
Money and Me: Can Manulife US REIT be saved?
Why has the proposal to rescue Manulife US REIT fallen flat? And do the 3Q earnings results provide any indications of how S-REITs are expected to do moving into 2024? Michelle Martin asks Kenny Loh, REIT Specialist and Independent Financial Advisor.

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8 November 2023
Money and Me: Finding bargains in the S-REITs sector today
Who are the S-REITs winners and losers of this earnings season? What do the latest results suggest about the resiliency of S-REITs? What’s driving the strong double digit rebound in US office S-REITs? And where can we find bargains in this sector today? Dan Koh poses these questions and more to Kenny Loh, REIT Specialist and Independent Financial Advisor.

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12 October 2023
Money and Me: How a contrarian investor reads a sell-off
Are we nearing the other side of the "higher-for-longer" narrative and what could this mean for the S-REITs sector? Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor to find out.

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11 September 2023
Money and Me: S-reits with China assets, where are the red flags, where's the silver lining
Not all S-Reits, with China assets may be in trouble. Which one, which may be protected even from the growing wave e-commerce? The F1 weekend is back in full swing and for owners of hotel properties in Singapore, the F1 Grand Prix can be a very profitable time of year. But is this a pure hospitality play or are there any other sectors that stand to ride this tourism rebound?
Data Reits and US office reits also come into focus as Michelle Martin and Kenny Loh, REIT Specialist and Independent Financial Advisor discuss the S-reit market.

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15 August 2023
Money and Me: S-REITs earning stars and landscape quakes

How have S-REITs performed so far? Who stands out? The decision for Sabana REIT to go for an internal REIT manager was one of the most unprecedented events in Singapore REITs history. How will this impact the S-REITs landscape going forward?

Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor to find out more.

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20 July 2023
Money and Me: 3 Singapore REITs to watch
Today on Money and Me, Michelle Martin invites Kenny Loh, REIT Specialist and Independent Financial Advisor to look at a rising interest rate environment, debt refinancing, changing office space trends, short lease lengths and revitalization strategies for T3 of Singapore’s best known reits.

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23 June 2023
Money and Me: Are S-REITs in for a promising 2H2023?
What does the recent US Fed’s interest rate decision and new economic projections mean for Singapore REITs? And are investors’ interests rotating from banks to the REITs sector?
Dan Koh unravels these questions and more with Kenny Loh, REIT Specialist and Independent Financial Advisor. They also discuss the attractiveness of REITs today and some signs of a turnaround that investors should be watching closely.

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17 May 2023
How might the expectations of an impending recession affect S-REITs?
With the release of S-REITs latest financial data, can we expect to witness a positive momentum for this sector? Who are some of the winners and losers coming out of this earnings season? And what does the US Fed’s recent rate hike mean for S-REITs going forward?
Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor to find out more.

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14 April 2023
Money and Me: S-REITs' 2023 1st quarter report card review
Based on the recent 1st quarter 2023 S-REITs report card, who were some of the outperformers and laggards worth noting? And should you be buying data REITs today? Michelle Martin asks Kenny Loh, REIT Specialist and Independent Financial Advisor.

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10 March 2023
Money and Me: S-REITs that will hold up well in an increasing interest rate environment
Singapore REITs have concluded their earnings season! Who were the winners and losers? And what does US Federal Reserve Jerome Powell’s hawkish stance on interest rates mean for REITs for the rest of this year?
Michelle Martin analyses these questions and more with Kenny Loh, REIT Specialist and Independent Financial Advisor.

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15 January 2023
Money and Me: Winners and losers of latest S-REITs earnings season
Earnings season is once again back in full swing and the REIT sector is first in line to report its financial results. So who are some of the winners and losers of this season’s results?
Find out with Michelle Martin and Kenny Loh, REIT Specialist & Independent Financial Advisor as they break down the details. They also discuss why S-REITs are defying recessionary fears and what 2023 holds for this sector.

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3 January 2023
Money and Me: SREITs' 2023 outlook
Which SREITs stand to become beneficiaries of investors seeking resilient yield and growth opportunities in a high interest rate environment? And with China taking a major step towards reopening its borders, is it finally time to stock up on companies with high exposure to the Chinese market?
Start your year right with Michelle Martin as she speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor about his thoughts on the performance of SREITs in 2023 and some sectors to avoid during this period of volatility.

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13 December 2022
Money and Me: Is 2023 the year of recovery for S-REITs?
As we wrap up 2022, who are the S-REITs winners and losers coming out of this year’s market turbulence? Find out the answers with Dan Koh and Zia-ul Raushan as they invite Kenny Loh, REIT Specialist and Independent Financial Advisor to share how he thinks S-REITs have performed so far.
They also discuss the opportunities and risks that 2023 presents for this industry and the sectors that stand to benefit the most from China's reopening of its economy.

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15 November 2022
Money and Me: S-REITs vs T-bills & SSBs. Who trumps
Just recently, Singapore REITs experienced one of its biggest sell off in 20 years. In fact, latest numbers from the iEdge S-Reit Index also revealed more than 15% decline in total returns year-to-date!

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16 September 2022
Money and Me: What could unitholders responsible for FHT’s failed privatisation bid  be holding out for?
Frasers Hospitality Trust, suffered a 24 percent dip in share prices after a $1.35 billion proposal to take the trust private fell through.. The privatisation offer seemed generous enough,– at a 7 per cent premium to net asset value (NAV) But earlier this week, the global hotel and serviced residence trust clocked in 74.88 percent of shareholder votes who were in favour of the proposal, narrowly missing the 75 per cent needed for the resolution to pass. Many market watchers were surprised including our guest Kenny Loh, REIT Specialist and Independent Financial Advisor. We find out why and ask if hospitality Reits listed in Singapore - which have seen a remarkable revival in fortunes-  can continue their march forward. Michelle Martin and Kenny Loh also take a closer look at the S-reit landscape month-on-month performance across sectors.

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18 July 2022
Money and Me: REIT picking in an inflationary environment
For the first half of 2022, the iEdge S-Reit Index has displayed strong resilience, generating flat total returns. In fact during the period, the S-Reits and property trusts sector in Singapore saw S$359 million of net institutional outflows and S$447 million of net retail inflows. Kenny Loh, REIT Specialist and Independent Financial Advisor joins Melissa Hyak on Money and Me as they discuss his 2H2022 outlook for Singapore REITs and what investors should know when REIT picking in this inflationary environment.

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10 June 2022
Money and Me: Are hospitality reits the clear way to play the reopening trade in Singapore?
Michelle Martin finds out if  there is reason for cautious optimism in the S-REIT space given last month's data on the sector. We survey the possible winners with impressive  p/nav ratio and discuss if industrial reits could be a contrarian bet in this conversation with Kenny Loh, REIT Specialist and Independent Financial Advisor

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11 April 2022
Money and Me: Can S-Reits maintain its upswing from Q1?
Singapore REITs are poised to benefit from positive momentum as Singapore eases pandemic restrictions and border measures. But can they maintain the upswing? Michelle Martin gets an analysis from Kenny Loh, REIT Specialist and Independent Financial Advisor.

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14 March 2022
Money and Me: The case for being bullish on S-REITs amid the Ukraine crisis
S-Reits have barely registered a blip in response to the Ukraine crisis says Kenny Loh, REIT Specialist and Independent Financial Advisor. He tells Michelle Martin why he is still bullish on S-REITS in an environment of hyperinflation and geopolitical uncertainty.

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21 February 2022
Money and Me: Optimism for S-REIT's given earnings signals and mapping the possibilities for shareholders in the Mapletree merger
A conversation between Michelle Martin and Kenny Loh, REIT Specialist and Independent Financial Advisor that takes a look at the S-REITs earnings season -- big and not-so-big winners -- and what MCT shareholders can expect from the Mapletree merger to MNACT.

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10 January 2022
Money & Me: Mapletree merger, growth in commercial S-Reits and the potential return of Reit IPOs in 2022
In this episode of Money & Me, Michelle Martin speaks with Kenny Loh, REIT Specialist and Independent Financial Advisor on his outlook of S-Reits for 2022, his thoughts on the proposed Mapletree Pan-Asia Commercial Trust and if REIT IPOs will make a comeback after delays in 2021.

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13 December 2021
Money & Me: First Reit, CapitaLand, Daiwa, Digital Core Reit and the best of the S-Reit pivots
Singapore REITs are going strong despite being in a pandemic for almost two years, remaining resilient amidst the Covid-19 slump generally seen across many other sectors. Michelle Martin gets insights from Kenny Loh, REIT Specialist and Independent Financial Advisor on how they're performing today, and who he thinks are the best of the S-Reit pivots.

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19 November 2021
Money & Me: VTL’s and hospitality and retail, a new Reit ETF and Making sense of offers for SPH
Michelle Martin catches up with Kenny Loh, REIT Specialist and Independent Financial Advisor on the health of S-Reits amid pandemic recovery, the latest addition to Singapore's suite of Reit ETFs and what  investors could consider about those offers from Keppel and Cuscaden Peak.

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18 October 2021
Money and Me: Who benefits from the ESR - ARA Logos Logistics Trust merger?
Michelle Martin and Kenny Loh, Senior Consultant, REITs specialist and Independent Financial Advisor discuss ESR and ARA Logos Logistics Trusts' 1.4 billion Singapore dollar merger and recent trends to grow an investor's wealth and if property is still the tried and tested route to growing one's wealth.

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21 September 2021
Money and Me: China's Evergrande Group property and the spillover in the property market, breaking down what CapitaLand Invest means for the investor and global REITs to watch
How diversified is CapitaLand Invest's portfolio? Will we see more of REIM's list? Are there buying opportunities in the S-REIT market with Covid cases on the uptick?

Michelle Martin finds out with Kenny Loh, REIT Specialist and Independent Financial Advisor.

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24 August 2021
Money and Me: Are retail and hospitality aggressive plays given the pace of reopening?
Michelle Martin and Kenny Loh, REIT Specialist and Independent Financial Advisor discuss the impact of the cautious reopening on the S-REIT space, stocks benefited from the S-REIT index, the momentum in the S-REIT acquisition space and the outlook for the sector.

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16 July 2021
Money and Me: Which Reits have seen limited impact during Covid on occupancy?
Get an overview of the S-REIT space, find out if hospitality Reits could see an uptick in revenue and if data centres are likely to be a key investment focus for Asian Reits. Also what could be key drivers for S REITS in q2 of this year? Michelle Martin finds out with Kenny Loh, REIT Specialist and Independent Financial Advisor.

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14 June 2021
Money and Me: An overview of the REIT performance
On Money and Me, Michelle Martin is joined by Kenny Loh, REIT Specialist and Independent Financial Advisor to discuss an overview of the REIT performance to date, some of the best performing and worst performing REITs, and City Developments Limited application for an initial public offering of a real estate investment trust with commercial assets located in Britain.

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19 May 2021
Money and Me: S-REIT’s: which are most likely and which least likely to be affected by new social restrictions?
Michelle Martin and Kenny Loh, REIT Specialist and Independent Financial Advisor discuss an overview of the S-REIT space, S-REITS that are less likely to be affected by the heightened restrictions, REITS exposed to US and European markets and buying opportunities.

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5 April 2021
Money and Me: What’s the link between bond yields and S-REITs?
Michelle Martin and Kenny Loh, REIT Specialist and Independent Financial Advisor discuss the link between S-REITs and bond yields, residential property in Singapore, how have REITs performed so far and REITs benefitting from improvement in Singapore's economy.

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18 December 2020
Money and Me: REITS that did well in 2020
Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Adviser to give us an overview of the REIT sector in 2020, a look ahead at retail REITS, recovery in the office space and REITS in India.

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23 November 2020
Money and Me: An overview of S-REITS, value rotations and REITS paying out higher dividends
Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor to discuss an overview of the REIT sector,  value rotations, SGX Reg Co statement that REITS must do all they can to boost investor confidence, whether Ascendas REIT is a good buy and REITS that are paying out more dividends.

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16 October 2020
Money and Me: Yield Generating Asset Classes
Michelle Martin speaks to Kenny Loh, REIT specialist and Independent Financial Advisor to discuss the REIT earnings season, Keppel DC REIT, Capitaland Commercial Trust, Asian stocks v US stocks with volatility ahead of the US elections, US President Trump proposing to add Chinese companies to a blacklist, issues ahead for Tencent and ANT Group and sectors to look out for.

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18 August 2020
Money and Me: The REIT outlook within and beyond Singapore
Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor to discuss the S-REIT space, Sasseur REIT, gold mining stocks, and sweet spots on the local and regional  S-REIT index.

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20 July 2020
Money and Me: Ugly Duckling Earnings turning into Beautiful S- Reit swans ?
Michelle Martin speaks to Kenny Loh, REITS Specialist and Independent Financial Advisor to discuss the proposed merger of ESR REIT and Sabana REIT, EC World REIT and to give us an overview of the S-REIT index.

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16 June 2020
Money and Me: V for S-REITs?
Phase 2 begins on Friday, what will the implications be on the REIT sector? Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor about the fluctuations in the S-REIT index to date, optimism in industrial and hospitality REITS and the data REIT space.

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15 May 2020
Money and Me: Will revenge spending help REITS?
We take the pulse of the S-REIT index, identify sweet spots and dive into the area of valuing REITS at the critical moment when countries decide how best to reopen economies. Michelle Martin discusses this and more with Kenny Loh, REIT Specialist and Independent Financial Advisor.

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17 April 2020
New Measures for REITS to manage cash flow
Real estate investment trusts listed on the Singapore Exchange will soon benefit from new measures that will give them greater flexibility to manage their cash flows and raise funds amid an operating environment made challenging by COVID-19. We are joined by Kenny Loh, REIT Specialist and Independent Financial Advisor to discuss these new rules to help REITS with cash flow and the reaction across the REITS to this.

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15 April 2020
Money and Me: REITs to look out for
For the first quarter of this year, the FTSE ST Reit index has returned -24 per cent. In a time of economy volatility, investors are looking for sweet spots that remain in the market. Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor to discuss resilient sectors, bargains in the market and REITS that are portfolio worthy.

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20 March 2020
Money and Me: The REIT Space
Michelle Martin speaks with Kenny Loh, REIT Specialist and Independent Financial Advisor to uncover why S-REITs are not faring as badly in these volatile conditions, where to invest and the economic outlook for Singapore in the near future.

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