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2026 Student Housing
Sector Review
Despite challenging macroeconomic conditions and changing demographics, we believe student housing has proven to be a resilient and attractive real estate strategy supported by strong demand drivers and providing portfolio diversification benefits with historically steady returns.
Topics covered:
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Demographic trends shaping the future of higher education
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Sector-specific fundamentals including rent growth, occupancy, and a limited new supply pipeline
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Review of diversification benefits and historical student housing performance
