← All sectors
Sector 12 · Education
Schools, universities, learning campuses.
Independent schools, higher education, purpose-built student accommodation and lifelong-learning campuses.
Prime yield
8.0%
-15 bps YoY
Lease term (WAULT)
18 yrs
stable
Enrolment CAGR
5.4%
3-yr
PBSA pipeline
3,200 beds
+40% YoY
Overview
Long income, defensive covenant, growing footprint.
Rising private-education enrolment, expanding higher-education participation and the resurgence of lifelong learning are widening the education real-estate opportunity. Long, indexed leases and quasi-sovereign counterparties make the sector one of the most defensive in the market.
Themes we're tracking
The forces reshaping the sector.
01
K-12 expansion
International-branded schools rolling out into new secondary cities.
02
Higher-ed campus
Universities extending campus footprint into innovation and residential districts.
03
PBSA
Purpose-built student housing chronically under-supplied in every tier-1 city we cover.
04
Corporate learning
Employer-anchored training campuses re-emerging in tech and financial services.
05
Sponsor structures
Charitable, family-office and endowment capital dominating the ownership base.
06
Long income
Indexed, long-lease structures fitting insurance and pension liability profiles.
How we help
Mandates we deliver.
01
Development advisory
Site selection, feasibility, delivery and phasing for schools and campus buildings.
02
Sale-and-leaseback
Long-lease institutional structures unlocking capital for operators.
03
Investment
Sourcing and disposal of long-lease education assets for institutional capital.
04
Valuation
Specialist valuation for lending, IFRS and disposal of education real estate.
05
PBSA capital markets
Forward funding, forward commit and stabilised PBSA transactions.
Ready to view
See the assets, on site.
Related sectors