For Accredited Investors Only as defined in the Monetary Authority of Singapore Securities and Futures Act (Cap. 289) and its subsidiary legislation. For Professional Investors Only as defined in the Securities and Futures Ordinance (Cap 571, Laws of Hong Kong) and its subsidiary legislation. This advertisement has not been reviewed by the Monetary Authority of Singapore.
Dear Clients,
Odyssey is an asset management firm that is focused on seeking out attractive investment opportunities in the private markets. We invest in thematic opportunities in sectors we believe represent good value and are anticipated to achieve superior risk-adjusted returns.
We often employ value add strategies such as refurbishment, reorganisation and repositioning, which increase the capital appreciation and cash flow generation over time. Where strategically advantageous, we partner with local execution partners who have long and successful track records in the niche sectors and strategies we are most interested in. One such sector that we have been building a position in is Student Housing in the United States.
Unlike the UK or Australia, US students have stayed on campus, and combined with a strong rebound from COVID-19, US Universities are seeing record levels of enrolment for September 2021 and into 2022. This is helping drive the continual need for new and updated student accommodation at campuses around the country, particularly as universities allocate capital to non-housing facilities such as classrooms and sports centres.
To illustrate the opportunities we are seeing in this sector at this time and to provide a clear understanding of the overall market, we have prepared three separate Thought Pieces entitled:
Part 1: Student Housing Introduction & the Sector at a Glance
Part 2: Deep Dive into the Industry Dynamics & Fundamentals
Part 3: Case Study & Value Proposition – potential REIT Listing
We will be sending each thought piece over the next week, with the Part 1 being accessible here.
If you like to receive more information, please contact:
James Wheeler
Managing Director – Head of Distribution
james.wheeler@odyssey-grp.com
www.odyssey-grp.com