The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
Student housing investment and development. Thesis Driven examines purpose-built student accommodation and why it behaves as its own asset class, revenue per square foot and pre-leasing visibility against conventional multifamily, brand and operations across markets, scattered-site student housing near campus, alumni and affinity products in college towns, and enrolment demographics after peak college-age population.
Falling birth rates, shifting migration, and an aging population are already reshaping demand across real estate, faster than most of the market has priced in
