Student Housing - A Resilient Asset Class in a Shifting Market

The U.S. student housing market remains a resilient real estate asset class characterized by durable fundamentals, peaking supply, and steady enrollment growth at flagship institutions. Despite broader economic uncertainty, the sector is transitioning toward a sustainable growth phase with a focus on elite academic centers.

Key Takeaways

• 1.The U.S. purpose-built student housing market is transitioning into a more balanced and sustainable growth phase following a period of rapid evolution.
• 2.Market share is consolidating toward 'Power 4' markets, flagship public universities, and elite academic institutions as enrollment growth concentrates in these sectors.
• 3.New supply is reaching a 15-year low, with 2025 deliveries dropping significantly to 27,000 beds, providing a supportive backdrop for market fundamentals.

Table of Contents

• Durable Fundamentals
• Demand Side: Steady Enrollment Trends
• Supply Side: New Deliveries Have Peaked
• Balanced & Sustainable Growth
• Outlook
• Real Estate Research Team
• Office Locations
• Teams
• Important information

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