Industrial REITs are steady, yields are juicy, and rates are falling - so is now the moment to move?

Hosted by Michelle Martin, this episode breaks down why industrial S-REITs have held firm with strong occupancy and rental reversions.

We explore how the wider S-REIT universe has staged a 2025 rebound on easing debt costs and a friendlier rate outlook.

With T-bills slipping near 1.37 - 1.4%, Kenny Loh weighs in on whether REIT yields of 5 - 6% still offer real value.

Is this rally just a “rates are going down” trade - or the early innings of a broader re-rating?

Kenny also shares clear strategies for conservative investors navigating income, risk and timing.

Industrial REITs are steady, yields are juicy, and rates are falling - so is now the moment to move?
Hosted by Michelle Martin, this episode breaks down why industrial S-REITs have held firm with strong occupancy and rental reversions.
We explore how the wider S-REIT universe has staged a 2025 rebound on easing debt costs and a friendlier rate outlook.
With T-bills slipping near 1.37 - 1.4%, Kenny Loh weighs in on whether REIT yields of 5 - 6% still offer real value.
Is this rally just a &ldquo;rates are going down&rdquo; trade - or the early innings of a broader re-rating?
Kenny also shares clear strategies for conservative investors navigating income, risk and timing.

Your Money With Michelle Martin (9am - 12pm) It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,  manage your expenses and start your smart money investment journey today. 

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,&nbsp; manage your expenses and start your smart money investment journey today.&nbsp;

Money and Me

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin (9am - 12pm)

Money and Me: Are S-REITs Still Worth the Climb?

Wall Street explodes higher as hopes of a U.S.-Iran de-escalation sparked a powerful relief rally across global markets.

But with the Strait of Hormuz still constrained, energy supply risks remain dangerously real beneath the surface.

Are markets transitioning into a new, more volatile regime?

Also, it is getting harder to figure out interest rate direction. 

What does a “trapped Fed” mean when inflation stays high but growth weakens?

Michelle Martin explores what this means for your portfolio with Simon Ree, Founder, Tao of Trading.

Wall Street explodes higher as hopes of a U.S.-Iran de-escalation sparked a powerful relief rally across global markets.
But with the Strait of Hormuz still constrained, energy supply risks remain dangerously real beneath the surface.
Are markets transitioning into a new, more volatile regime?
Also, it is getting harder to figure out interest rate direction.&nbsp;
What does a &ldquo;trapped Fed&rdquo; mean when inflation stays high but growth weakens?
Michelle Martin explores what this means for your portfolio with Simon Ree, Founder, Tao of Trading.

Money and Me: Paring risk as the Straits of Hormuz remains closed

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments.

Competition from Google, OpenAI and Anthropic intensifies as Copilot adoption lags expectations.

Meanwhile, McCormick’s $45B acquisition of Unilever’s food unit signals a major shift in consumer staples strategy.

Wall Street rallies hard, with the Dow surging over 1,100 points, as investors weigh geopolitics, oil and positioning.

In corporate moves, Nvidia backs Marvell Technology, while Eli Lilly expands into sleep therapeutics.

Closer to home, STI weakness masks deeper corrections in names like City Developments Limited and Jardine Matheson - hosted by Michelle Martin with Ryan Huang. 

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments.
Competition from Google, OpenAI and Anthropic intensifies as Copilot adoption lags expectations.
Meanwhile, McCormick&rsquo;s $45B acquisition of Unilever&rsquo;s food unit signals a major shift in consumer staples strategy.
Wall Street rallies hard, with the Dow surging over 1,100 points, as investors weigh geopolitics, oil and positioning.
In corporate moves, Nvidia backs Marvell Technology, while Eli Lilly expands into sleep therapeutics.
Closer to home, STI weakness masks deeper corrections in names like City Developments Limited and Jardine Matheson - hosted by Michelle Martin with Ryan Huang.&nbsp;

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

Michelle Martin chats with the Chairman of real estate agency Crestbrick for insights into today's valuable property and prospects for future gains.

A sold-out launch in Tampines and rising global uncertainty are reshaping how investors view property.

Rivelle Tampines’ rapid sales at nearly $1,900 psf raise questions about affordability, demand, and the evolving upgrader market.

Geopolitical tensions in the Middle East are driving relocation interest into Singapore, reinforcing its appeal as a safe-haven destination.

We explore what could trigger temporary renters to become long-term property investors - and what that means for yields.

The AI revolution is quietly transforming demand for office, residential, and industrial space, with winners and losers emerging.

And with Singapore’s aging population, the very definition of “prime property” may be shifting in ways investors can’t ignore.

Michelle Martin chats with the Chairman of real estate agency Crestbrick for insights into today's valuable property and prospects for future gains.
A sold-out launch in Tampines and rising global uncertainty are reshaping how investors view property.
Rivelle Tampines&rsquo; rapid sales at nearly $1,900 psf raise questions about affordability, demand, and the evolving upgrader market.
Geopolitical tensions in the Middle East are driving relocation interest into Singapore, reinforcing its appeal as a safe-haven destination.
We explore what could trigger temporary renters to become long-term property investors - and what that means for yields.
The AI revolution is quietly transforming demand for office, residential, and industrial space, with winners and losers emerging.
And with Singapore&rsquo;s aging population, the very definition of &ldquo;prime property&rdquo; may be shifting in ways investors can&rsquo;t ignore.

Money and Me: Are S-REITs Still Worth the Climb?

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