Category Blog

UK PBSA: Positive Demand Outlook

Following strong student demand, exceptional rental growth and investor enthusiasm for the sector in the couple years post-Covid, concerns around policy, sustainability of demand and occupancy have dampened the excitement around UK PBSA. Unite Group’s share price – currently trading at a ~22% discount to Green Street NAV with an implied EPRA NIY of 6.8% (see…

Data Centers: Value Mines in a Shovel Market

Artificial Intelligence (“AI”) infrastructure has been the darling of the real assets space in recent years. Individual data center leases are now measured in gigawatts, no longer megawatts, and costs have incrementally grown by the billions as cloud services and AI demand have combined to create a historical need for space and power. Data continues…