Converting an existing building and starting from bare ground are the two routes into student accommodation or self-storage. Alternative real estate investment opportunities like these are different ways to deploy capital into a property rather than commit to a single development model. Ask which is more attractive on economics alone, and the answer nearly always […]
Most operators now own the same tools. The exit premium is not going to the ones who have them. It is going to the ones who have paired them with a location that can actually capitalise on them.
The Demand Case is Settled; the Question is Delivery Investors have become comfortable with Italian student housing. A recent European investment survey found that approximately three-quarters of investors identified purpose-built student accommodation investment opportunities as a priority for the next one to three years – the highest level of interest among all living-sector asset classes. […]
Three years after interest rates peaked, the gap between supply and demand in European student housing and self-storage is wider than ever. Demand, anchored in demographic need, did not contract. The growth in supply slowed. Understanding why the gap will not now correct requires an understanding of the key factors on both sides. When capital […]
For most of the past decade, falling interest rates inflated every category of real estate indiscriminately. Now that the ECB has unwound that policy, not all assets have been affected equally. The most important distinction in European real assets allocation today is not sector or geography. It is whether an asset’s income is driven by […]
Few asset classes have benefited more directly from the institutional rotation into operational real estate than self-storage. Once the preserve of small independent operators and overlooked by serious capital, it now commands attention from private equity, family offices, and institutional investors globally. The reasons are structural rather than cyclical: stable and growing demand anchored in […]
Higher education residential communities have become one of the most compelling sub-sectors of the European real estate landscape. Traditionally overshadowed by core sectors like office and logistics, purpose-built student accommodation (PBSA) is now gaining prominence as part of broader alternative real estate investments due to its strong fundamentals and underlying demand drivers. For real estate […]
Across Germany and more broadly, Europe, the self‑storage sector is undergoing rapid growth, fueled by urbanisation, changing lifestyles, increased mobility, and evolving commercial needs. Once considered a niche segment, self‑storage has evolved into a resilient and increasingly institutionalized property class that mirrors broader shifts in how people live, work, and utilize space. Recent industry data […]
Europe’s real estate market has faced notable turbulence in recent years, with conventional sectors like office and retail properties challenged by changing work habits, the rise of e‑commerce, and broader economic uncertainty. In contrast, student housing has proven to be resilient and increasingly appealing. Steady enrollment trends, counter‑cyclical performance, and limited supply in key university […]