The industry's own research.
105 reports
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Knight Frank's Q4 2025 quarterly review analyzes investment trends, student demand, and supply delivery in the UK purpose-built student accommodation (PBSA) market, finding that investors committed £4.3 billion to PBSA in 2025 (up 10% year-on-year) across 79 deals, with increasing investor appetite for first-generation standing stock and portfolio-level transactions despite pricing misalignments and weaker leasing cycles. Demand-side analysis shows undergraduate acceptances for 2025/26 rose 2.3% year-on-year to 577,725 students with Russell Group institutions significantly outperforming, while PBSA delivery reached 19,600 beds across 64 schemes in 2025 with an additional 50,250 beds under construction, concentrated in London, Bristol, Glasgow, Coventry, and Manchester.

Valencia has consolidated its position as a preferred destination for institutional investors in the Living segment, with Build-to-Rent stock of 1,493 units currently held by institutional investors plus 1,385 additional units expected in coming years, while flex living has emerged as the highest-interest asset class due to high returns despite limited operations constrained by scarcity of large tertiary land with adequate public transport connectivity. The report identifies institutional investor interest as a strategic opportunity for urban regeneration and housing supply stabilization, though Valencia faces the challenge of enabling sufficient developable land to compete with other European capitals while addressing the fact that 95 percent of the city's housing stock was built before 2010.

In Q1 2025, UK purpose-built student accommodation (PBSA) investment completed 18 deals worth nearly £750 million, with 56% of transactions involving operational assets and investors increasingly shifting toward mid-market and value-add properties rather than prime assets due to concerns around occupancy, affordability, and international student mobility. The document identifies key sector challenges including supply slowdown caused by higher build costs and regulatory hurdles such as the Building Safety Act and Gateway 2 process, alongside findings that the total PBSA pipeline stands at nearly 200,000 beds with 23% under construction, while operational performance data shows the market returning to normal leasing patterns with expected rental growth of 4–5% nationally for 2025/26.

Self-Storage REITs Enter a New Phase of Stabilization Amid Ongoing Pricing Pressure Capright has released its latest Self-Storage REIT Update, providing a detailed look at The post Self-Storage REIT Update – June 2026 appeared first on Capright .

🎙️ Data Centers Enter a New Phase The data center market continues to post exceptionally strong operating fundamentals, but beneath the surface, the industry is The post On the Spot with Steve Lore – May 2026 appeared first on Capright .

🎙️ Healthcare REITs Face a Defining Moment as Demand Outpaces Supply The long-term fundamentals supporting healthcare real estate remain among the strongest in CRE today, The post Healthcare REITs with Taylor Green – May 2026 appeared first on Capright .

Triple-Net Retail REIT Update: Institutional Capital Continues to Favor Defensive Retail Assets The triple-net retail REIT sector entered 2026 from a position of strength. Despite The post Triple-Net Retail REIT Update – May 2026 appeared first on Capright .

Single-Family Rental REIT Update: Policy Shifts, Supply Dynamics & What Comes Next Capright is pleased to release its latest Single-Family Rental REIT Update, offering a The post Single-Family Rental REIT Update – May 2026 appeared first on Capright .

Education real estate has become increasingly complex, shaped by shifting enrollment, funding constraints, changing demographics, and growing scrutiny of traditional education models. In this Q&A, Todd Noel, Vice Chair, sits down with Anjee Solanki, National Director of Retail and Practice Groups | U.S., to discuss…
Preleasing reached 71.6% in April, according to the latest Yardi Matrix national student housing report. Report highlights Preleasing remains ahead of last year despite increased competition Student housing preleasing for the 2026-2027 academic year reached an estimated 71.6% in April, up from 69.6% in March.…

Two-year deceleration trend continued in April; operators cite a challenging environment SANTA BARBARA, Calif., June 3, 2026 – Preleasing activity at the Yardi® 200 schools is following the deceleration pattern of the past two years, with the 7.6% month-over-month growth recorded in April 2026 trailing the 8.6%…
Savills US analysis of how financial strain and shifting student demand are reshaping the higher-education landscape and its implications for student housing demand.

Argues US student-housing demand is highly local: high-school graduates peaked and decline 15 years nationally, yet specific universities and markets will see growth.

Power 4 schools capturing 82% of 2025-2026 student housing deliveries; premier institutions achieving 2.7% annual effective rent increases vs 1.9% national average.
Irish PBSA review: full-time enrolment over 215,000 with strong international inflows; Dublin facing ~34,300-bed deficit; investment rebounded to EUR 183m transacted in 2025.

Investors committed GBP 4.3bn to UK PBSA in 2025 (up 10% YoY) across 79 deals; 19,600 new beds delivered; 50,250 beds under construction; rental growth slowed to 2%.

CBRE's 2026 European outlook PBSA chapter: international student enrolment forecast to grow 5% annually to 2030, with structural undersupply underpinning high occupancy and rental growth.

JLL sizes the European PBSA opportunity to 2030, noting completions will run 79% below student additions over five years amid rising demand and undersupply.
Adapted from C&W's Campus Quarter report: most Australian PBSA assets run 95-100% occupancy with double-digit rent growth since 2022 amid persistent structural undersupply.

US off-campus deliveries slowed in 2025 while on-campus deliveries surged to 23,143 beds; new development concentrated within 0.25 miles of campus, supporting rent growth.
National asking rent reached $1,017/bed (+3.4% YoY) at 91.6% occupancy; $27bn in valuations over 12 months averaging $129,230/bed; institutional capital now 35% of volume.

C&W research finding 75% of polled investors identified PBSA as a key investment target, with analysis of European student accommodation demand drivers.
UK student accommodation demand, supply and investment trends, covering transaction volumes, visa issuances, rental growth and occupancy ratios for investors and developers.
Canadian student housing analysis examining enrolment, international student flows, the federal study-permit cap, rental performance and recent investment activity for 2025.
US student housing occupancy reached 95.1% in Sept 2025, second-highest since 2019; rent growth decelerated to 0.8% YoY; ~27,000 new beds delivered in 2025.

PBSA snapshot positioning student accommodation as an emerging asset class; Italy off-campus investment ~EUR 310m in 2024 (75%+ international) with provision rate just 4.8%.

CBRE report on PBSA demand drivers, supply-demand imbalances, the regulatory landscape and investment opportunities across constrained European student housing markets.

JLL/QX research on UK PBSA: rising demand and significant structural undersupply, shifting student demographics, regulatory change and routes to more affordable accommodation.

Ranks 67 Power 4 (SEC, ACC, Big Ten, Big 12) university student-housing markets using 18 enrollment and market-performance metrics via a proprietary scoring formula.

CBRE Netherlands viewpoint on how declining rental supply and policy measures are worsening the student housing shortage in cities such as Amsterdam, Utrecht and Groningen.

UK PBSA market snapshot with rental projections of 4-6% p.a. growth for 2024-2025 and 3-5% p.a. for 2026-2027, covering demand, supply and investment dynamics.

Five predictions for US student-housing investment sales covering deal volume, operational performance and capital allocation following a challenging 2023 financing environment.

Analysis of Australia's PBSA sector within a broader Living strategy, covering demand drivers from international student arrivals and the sector's investment appeal.

Examines APAC capital flowing into Hong Kong student housing amid government policy shifts driving emerging PBSA investment in the market.

Annual UK PBSA outlook covering demand, supply, rental growth and investment, with rental growth moderating to 2% in 2025/26 and continued structural undersupply of beds.

AEW's European outlook across 20 countries projects prime all-sector returns of 8.4% p.a., with the UK ranked highest at 10.3% and office the best-performing sector, amid recovering transaction volumes.

In its 20th edition, the report signaled a cautiously optimistic outlook with Tokyo ranked the top city for investment for the third consecutive year, followed by Singapore, Sydney, Osaka and Seoul.

The 2025-26 leasing cycle review reports 91.8 percent national occupancy and 3.0 percent national rent growth across more than 280 collegiate markets, with the Northeast posting gains of 5.2 percent year over year. Five and six bedroom units gained traction while garden-style assets led rent growth.

The October 2025 national snapshot tracks softening pre-lease velocity even as effective rates continue to rise across US student housing markets.
Patrizia reports that the European living sector has grown larger and more diverse, with solid investment fundamentals across residential, student and senior housing as city-level performance drivers gain importance.

The July 2025 national snapshot reports continued pre-lease momentum and rate growth across US student housing markets heading into the fall move-in period.

The June 2025 leasing insights report analyzes student housing pre-lease velocity and performance across collegiate markets during the peak of the leasing cycle.

The annual student housing outlook reviews preleasing, rent growth and investment trends across university markets. It complements the firm's core multifamily research with a dedicated view of the purpose-built student housing sector.

Hines examines global living sector trends across rental residential, student housing and other beds-focused strategies. The report frames demographic and supply dynamics supporting the living sectors in 2025.

Hines reports on how Europe's purpose-built student accommodation sector has moved from a niche area to the mainstream, signaling a new era of investment opportunity.