Europe

While university consolidation, reduced competition and predictable demand are key characteristics of both markets, significant differences require a nuanced approach and local expertise, says Landmark Properties’ Walt Templin.

PBSA continues to see resilient demand throughout the region, say Juan Manuel Acosta and Matteo Minardi.

Sustained demand and strong returns have cemented PBSA as one of the most attractive real estate asset classes.

PERE’s investor ranking has recorded its highest-ever aggregate allocation to private real estate. But its growth says more about asset repricing than increased activity.

Student housing is more than accommodation, it is critical infrastructure supporting students and enabling university growth, explains The Dot Group’s Nick Porter.

As PBSA has evolved into a mainstream institutional asset class, the drivers of outperformance have become more nuanced.

PERE’s 2026 ranking of the world’s largest private real estate allocators has recovered the ground it lost last year, and then some.

CBRE Investment Management’s indirect business is once again backing the Dutch manager’s retail parks strategy, but this time on behalf of a different capital base.

The Madrid-based manager pulled in €1.6bn for the value-add fund and €450m for related co-investments, a record haul for the subregion.

The PERE Podcast features the chief investment strategist speaking about identifying opportunities that sit at the ‘intersection of multiple secular trends’ or offer a hedge against today’s biggest themes.