Student Housing

Podcast: Commercial Real Estate Investment Conference Podcast (CREIC) · Commercial Real Estate Investment Conference

Opublikowano: 2026-10-24

We've been digging into student housing and there's a weird thing happening that nobody's really talking about. The occupancy numbers look perfect on paper at 97.2% nationally. But that number is completely masking what's actually going on underneath. You've got two totally different markets happening at the same time. University of Texas, UNC Chapel Hill, UCLA. These flagship schools are locked in. Ninety-eight plus occupancy. Four to six percent rent growth year-over-year. Meanwhile, secondary university towns are getting crushed. Ninety-three to ninety-five percent occupancy. Rents are either flat or going backward. That's all enrollment-driven. The big schools are stable or...