『Money and Me: REIT Opportunity & the Mid-Cap Alpha Hunt』のカバーアート

Money and Me: REIT Opportunity & the Mid-Cap Alpha Hunt

Money and Me: REIT Opportunity & the Mid-Cap Alpha Hunt

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

S-REITs are under pressure - where is smart money quietly stepping towards?

Rising oil prices linked to the Strait of Hormuz are driving costs higher and dragging REIT valuations lower.

The iEdge S-REIT Index has slipped, but analysts say this correction may be opening a rare window of opportunity.

We unpack First REIT’s Indonesian divestment and whether its special distribution is reward - or warning.

Plus, CapitaLand Ascendas REIT’s bold S$900M global data centre bet and why mid-cap REITs could outperform the blue chips.

Where should investors look next 0 and what risks are being mispriced?

Hosted by Michelle Martin with Kenny Loh, REIT Specialist and Wealth Advisory Director.

See omnystudio.com/listener for privacy information.

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