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The share price of the biggest student accommodation provider fell 43% in 12 months - suggesting that confidence in the sector is starting to crack.

But in the same period, £4.3 billion was invested into UK Purpose-Built Student Accommodation.

So which number is telling the truth?

Anna Clare Harper, Director at residential investment manager Pinnacle Investments (part of Hyde, one of the UK's largest Housing Associations with 125,000 homes), and John German, Head of Living Sector Investment at $2tr global investment platform Invesco, break down:

• Why the old playbook for making money in student accommodation no longer works
• Where demand is actually going - the headline numbers hide a lot - and which university towns to avoid
• How core, core-plus and value-add investors should be positioning right now

PBSA has not broken. It has grown up. And the investors who understand the difference will be the ones who outperform the next cycle.

Guest LinkedIn: https://www.linkedin.com/in/john-german-2437573b/
Host LinkedIn: https://www.linkedin.com/in/annaclareharper/

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Build-to-Rent was meant to fix Britain’s housing crisis.

Then everything changed:

• Interest rates rose.
• Build costs jumped.
• New regulations hit.

And suddenly, the pipeline slowed.

That’s when Single-Family Housing stepped in.

In just 3 years, investment grew from £544M to £3.17B.

So what’s really happening here?

A long-term shift…
or investors chasing the next shiny trend?

If you’re investing in UK residential, you’re probably flooded with data.

What’s harder to find is clear thinking on what it actually means.

That’s what this episode is about.

Anna Clare Harper, Director at residential investment manager Pinnacle Investments (part of Hyde, one the UK’s largest Housing Associations with 125,000 homes) stand John German, Head of Living Sector Investment at $2tr global investment platform, Invesco, break down:

– What BTR and SFH really look like today
– Where the money is going (and why)
– How regulation is quietly reshaping the market

And most importantly:

Where to play, what to avoid, and what’s working right now.

If this is useful, share it with someone thinking about UK living sector investment.

And if there’s a topic you want us to cover next, send it through via the show notes.

Guest LinkedIn: https://www.linkedin.com/in/john-german-2437573b/

Host LinkedIn: https://www.linkedin.com/in/annaclareharper/

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The Return - Format Update

A quick note from Anna on what is changing and why.

After putting a question out to listeners on LinkedIn, a few clear themes came back - so we’re making changes.

From next month, The Return becomes a monthly, research-led series. Each episode will distill the key insights around a sector, strategy or market shift - anchored in reports and data from leading advisers - and unpacked in terms of what it actually means for investors.

Anna is also bringing on an experienced co-host: a real estate investor with 35 years in the sector.

The goal is more clarity, with lower lift.

Next episode: out next month.