BT Mark to Market: Winning with Reits in 2024 (Ep 39)

If a broad recovery for the many Reits and property trusts listed in the Singapore market is expected after the Fed cuts its rates in 2024, why is Ben Paul not so sure?

Listen.15:00
Published Mon, Jan 8, 2024 · 05:00 AM

How can Singapore’s Reits and property trusts adjust to the “new normal” of higher interest rates and slower growth? Especially since the outlook for economic growth - after all the monetary policy tightening that took place over the last two years - is rather uncertain. Ben Paul has some suggestions. 

Synopsis: Listen to senior correspondent Ben Paul’s analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

Highlights of the podcast:

02:28 Reits seeing a reversal of fortunes

04:40 Slower growth, higher interest rates

07:57 Pressure on real estate valuations

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12:50 Time to cut debt, reposition portfolios

Written and hosted by: Ben Paul (benpaul@sph.com.sg)

Edited by: Howie Lim & Claressa Monteiro

Produced by: Ben Paul & Howie Lim

Engineered by: Joann Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

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ABOUT THE PODCAST

BT Correspondents brings together some of The Business Times’ most trusted columnists in a single series. Featuring Mark to Market, WealthBT, TransportBT, and PropertyBT, weekly episodes deliver expert analysis and clear perspectives on stocks, wealth, mobility, and real estate. It is essential listening for professionals who want context, clarity, and depth.