Conference Agenda

The agenda for the day will look key issues in Student Housing Investment Markets

8.30am Pre Conference Networking Session
  • Delegates arrive from 8:30am when an informal breakfast is provided, and a chance to network with other attendees, before the conference starts at 9:30am
9.30am Chairman’s Welcome & Introduction
  • Where are we with Student Housing Property Investment?

Speaker: Martin Hadland, Founder & Managing Director, Student First Group (Conference Chair)

9.40am Overview - Understanding Student Housing in a Global Context
  • Where does Student Housing fit with the wider spectrum of rented residential and other property asset classes and how is it performing?
  • How is the Student Housing sector adjusting to the growth in ESG requirements?
  • Where do Asian, African, Pacific & American Continental markets sit and has Covid affected the world order?
  • Where are the growth markets & is the sector now truly Global?

Speaker: Matthew Bowen, Partner - Head of Residential Investment Research, Knight Frank

10.00am Understanding the Evolution of Student Housing as a Global Property Asset Class
  • Does the growth of international brands mean that a Global portfolio is now a recognised as the biggest long term opportunity?
  • Where do the EMEA, US & Pacific Markets fit into the overall picture?
  • How has the US market evolved during Covid and where are the opportunity markets?
  • Are US operators and investors now looking to grow their brands Globally?
  • Where are the similarities & differences with US & European markets?
  • Is Co-Living a natural evolution of the product Globally?
  • How much interest is there in Pacific and Asian Markets?

Speakers: James Hunt, Global Head of Real Estate, Global Student Accommodation (GSA),
Conal Newland, Head of Operational Capital Markets, Savills Australia & New Zealand,
Ryan Lang, Vice Chairman – Head of Student Housing, Newmark,
Martin Hadland, Founder & Managing Director, Student First Group (Chair)

10.30am The UK Student Housing Market in 2023 – where are the key opportunity areas over the next 5 years?
  • What are the key transactions in the UK Market and what do these tell us about where the market is heading?
  • What is happening with UK Rents, Values, & Opportunity areas?
  • Which UK Cities now represent real value and why is there so much demand for UK stock in the current market?
  • Which universities are going to see the highest demand and which towns and cities will require more supply?

Speaker: Rose Denbee, Head of Student Housing - Valuation Advisory, JLL

10.45am UK Student Housing Panel – what is the future of the UK Market?
  • Where do operators and investors see the market evolving?
  • With planning challenges, rising build costs, and an increasing cost of borrowing, are there now concerns about the viability of UK Development?
  • How is planning affecting the UK Student Housing market?
  • How important is ESG and sustainability with each portfolio and how can we repurpose existing stock to meet modern environmental targets?
  • What kind of stock will the UK market demand in coming years in terms of build, design and amenities?
  • Where are the key opportunity areas moving forward, looking both at location and also at the product? Do operators plan to evolve into other markets as well as students?

Speakers: Joe Lister, CFO, Unite Students,
Victoria Campbell, Chief Executive, Campbell Property,
Duncan Garrood, CEO, Empiric Student Property,
Tim Pankhurst, Senior Director, CBRE,
Martin Hadland, Founder & Managing Director, Student First Group (Conference Chair)

11.20am Coffee & Networking Session
11.50pm Investment in the Student Housing Sector
  • What has happened with transactions in the last year, who is involved and what do we expect in the next 12 months?

Speaker: Philip Hillman, Consultant, JLL

12.00pm How do Investors see the Student Housing Property Market
  • Why is ESG now so important and how is it affecting investment decisions?
  • What are their aspirations in terms of size of portfolios & where do they see the opportunities Geographically?
  • How do they view the UK, Europe and Potential Global Markets?
  • Where do we see the product and service evolving and is there now a big opportunity to diversify and serve other markets other than students?
  • How do Investors view the Student Housing Market in the long-term sense and where do they see the growth?
  • How do they feel the sector can best be supported and what approach are they taking?
  • Is Rental Living a natural progression for those investing & Operating in Student Property?

Speakers: Josh Miller, Managing Director, Harrison Street,
James Rosenfeld, Managing Director - Real Estate, Blackstone,
Brian Welsh,
Maria Terzini, Vice President, TPG,
Philip Hillman, Consultant, JLL (Panel Chair)

12.30pm Debt in the Student Housing Sector
  • How do the lenders view the Student Housing Market?
  • What has been the impact on increasing interest rates and how do we think this will evolve in the coming months and years?
  • What kind of deals are lenders now looking for and where?

Speakers: Sky Mapson, Deal Origination, Maslow Capital,
Shivani Goolab, Real Estate, Investec,
Mark Quigley, Managing Director - UK Real Estate Finance, Beaufort Capital,
John Carter, Commercial Director, Aldermore Bank,
Martin Hadland, Founder & Managing Director, Student First Group (Conference Chair)

1.00pm Networking Lunch Session for Speakers & Attendees
2.00pm Analysing the current state of the market & the role of HMOs and PBSA in capacity
  • Understanding affordability and demand for each in an inflationary environment
  • What has changed with HMOs and why are they now seen an investment grade opportunity?
  • How aligned are supply and demand growth and what impact is this having on occupancy?

Speaker: Richard Ward, Head of Research, StuRents

2.20pm Understanding what Gen Z are really looking for and what matters to them
  • How can the sector adapt to deliver what the modern customer wants?
  • Technology, Sustainability, Community, Wellbeing & Affordability – where do these factors fit in and what is needed?

Speaker: Deenie Lee & Sarah Canning, Co-Founders & Directors, The Property Marketing Strategists

2.40pm Looking at recent rent rises – how do these compare with previous rises?
  • Where are the geographical patterns and what does this mean for demand and opportunities?

Speaker: Tuely Robins, Head of Insights, StudentCrowd

3.00pm Questions from Richard, Deenie, Sarah, and Tuely
3.05pm How can the University Sector & Private Sector work together to deliver modern, fit for purpose facilities, that prioritise Student Wellbeing and ESG as a whole?
  • How has the operation of Student Accommodation evolved and how is the sector approaching inflation and the increasing costs of living?
  • What kind of measures can we put in place to improve the Student Experience and take the best care of their wellbeing, both in the short and longer term?
  • How can technology and innovation help with this and what kind of ideas are we seeing?
  • What kind of Partnership Opportunities will be prevalent between Universities and Private Sector Operators & Investors to deliver both a best in class product and service?
  • Where are the partnership Opportunities with Universities and how can they be developed?
  • What should universities be offering in terms of design for Student Accommodation?
  • How is planning now perceived and how should this be approached?

Speakers: Paddy Jackman, Director of University Partnerships, Campus Living Villages,
Karan Khanna, Chief Customer Officer, Unite Students,
Ian Jones, Deputy Director of Accommodation, University of Sheffield,
Martin Hadland, Founder & Managing Director, Student First Group (Conference Chair)

3.35pm Understanding Continental European Markets – where is performing and where are we seeing the strongest growth?
  • Which markets are now the most mature and where are the real opportunity markets?
  • What has been happening with market activity across Europe and who are the key players?
  • Where are the opportunities on the ground and what kind of business models and JVs are being used in Europe?
  • Where are the new emerging markets?

Speaker: Marcus Roberts, Head of European Investment & Development, Savills

3.50pm European Markets Panel Session – Where are the opportunities in Mainland Europe?
  • Why is Europe continuing to grow in popularity?
  • Where are the new opportunity markets in Europe?
  • Where in particular is proving attractive for Investors and how much of a priority is ESG in Europe?
  • How do Continental Markets view the link between Student Housing and Build to Rent/Co-Living?
  • How mature is the market and what are reasonable growth projections?
  • What the investors are doing and where are they putting their money?

Speakers: Julia Momotiuk, Head of Rented Residential, BONARD,
Heriberto Cuanalo, Chairman & CEO, Collegiate Europe,
Marc Sampietro, Head of European Living Operations, Aparto,
Mael Aoustin, Group CEO and President, UXCO Group,
Martin Hadland, Founder & Managing Director, Student First Group (Conference Chair)

4.20pm Closing remarks from the Chair
4.30pm Close & 2023 Student Housing Industry Drinks Reception for Speakers and Attendees