This course is now complete. Contact Tamara Cmiljic at tamarac@henrystewart.co.uk for information on how to register for on demand access to the recordings.

Session 1: Data – the story so far, impact on demand, institutions and policy response, where we are and what the future holds

• The story so far
• Research: the statistics and the insights they reveal
• Trends and predictions
• Demand analysis – understanding the market, components of demand
• Market drivers and engines of change
• Emerging and new patterns in student estate provisioning
• Institutional response
• Provider/investor/developer response
• Policy response – thoughts on what may come to be

Capital values, income, yields and growth

• Real world case studies of values, yields, growth and the selection of sectors and regions
• ‘Winners and losers’ – cities, towns, and universities/colleges – what investors and institutions need to know
• Implications of the Government’s expansion of the money supply and the ultra-low Bank of England interest rate
• How major investors react to shocks like COVID-19 and lessons from past events
• Anticipating the future

Session 2: The university perspective – changes to their approach

• Recent history – responding to the immediate crisis – lessons learnt
• Responding to changes in demand
• Emerging policy context – taming the ‘competition agenda’
• Winners and losers
• Impact on priorities, changes in approach to delivery of student accommodation
• Property market consequences

Values of assets: risks and opportunities

• The importance of student accommodation to the ‘student experience’
• The demand for flexible social, study and living space
  • What students need
  • What students expect
  • What students want
  • What universities should aspire to provide
• Portfolio planning – the need to create and invest in ‘fit for purpose’ accommodation that meets current needs and is future proofed

Session 3: Public/Private delivery: delivered through partnerships in the post COVID-19 market

• The options for university/private sector delivery
• Pre-Covid-19, emerging trends and statistics
• Shifts to underlying demand dynamics and knock-on implications for property
• Post-Covid-19 – what might change
• Winners and losers
• HEI perspective – delivering new stock, releasing value from existing stock – expert insight and conjecture on changes in the market
• Providers, Developers and Funders’ perspectives – getting the risk and reward balance spot on – targeting value in the future
• Real world case studies: transactions and market evidence analysed, drawing lessons for the future
• Current activity – who is partnering with whom and why; who might partner with whom and why?

Session 4: Sources and terms of funding and drivers of engagement – now and looking forward

• Recent history – a decade of expansion
• Macro-economic factors
• A shifting policy context – expert insight and conjecture
• Sources of finance for development and investment – what has changed?
• Terms – duration, cost – attitude to risk
• Equity and investment funding – providers and their anticipated returns
• Management contracts – agreements, capped rents and direct let
• Implications of increases in the money supply and ultra-low interest rates

The increasing role of technology and digital 

• Who wants what and why, who will want what and why
• What it costs to provide
• What it does for demand – capital values, income and yields
• Challenges for management and the costs of remaining ‘state of the art’ 

Session 5: Investor appetite

• Comparisons with other sectors:
  • Build to rent
  • Care homes
  • Retirement and social housing
  • Perceptions of risk

Management decisions, strategies and challenges 

• Delivering a vision of ‘accommodation in support of education’
• When to refurbish/upgrade
• When and how to ‘rationalise’
• Options to repurpose
• Transition to workplace accommodation
• Real world case studies of what’s been done and what’s planned