Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Equity Bottom-Up

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<li>We think the student housing sector / PBSA is interesting– the sector is driven by strong drivers including steady university enrolment, rising international student mobility, as well as urbanization</li>
<li>The sector is further characterized by the huge demand/supply imbalance – supply has high entry barriers including high construction costs, inflationary pressures, and complex planning issues</li>
<li>We like XIOR, which is a leading student housing company focused in Europe, on the back of its high asset quality, strategic growth as well as pricing power</li>
</ul>


We think the student housing sector / PBSA is interesting– the sector is driven by strong drivers including steady university enrolment, rising international student mobility, as well as urbanization
The sector is further characterized by the huge demand/supply imbalance – supply has high entry barriers including high construction costs, inflationary pressures, and complex planning issues
We like XIOR, which is a leading student housing company focused in Europe, on the back of its high asset quality, strategic growth as well as pricing power


Student Housing / PBSA: Stable Demand Amidst Demographic Shifts – BUY XIOR

Belgium

Xior Student Housing NV is a real estate company specializing in student housing. The Company owns and operates student housing real estate in Belgium and the Netherlands.

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Xior Student Housing (XIOR BB)

Student Housing / PBSA: Stable Demand Amidst Demographic Shifts – BUY XIOR

The global student housing / PBSA sector is driven by strong structural drivers and huge demand/supply imabalance. We like XIOR due to its focus...

Jacob Cheng

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