Jul 1, 2021 | Articles
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
Following the release of Part 1 and Part 2, we are delighted to share Part 3 in our Thought Piece series.
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
Jun 29, 2021 | Articles
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
Following the release of Part 1, we are delighted to share Part 2 in our Thought Piece series.
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
Jun 23, 2021 | Articles
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
Apr 8, 2021 | Articles
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,
Our Japanese Real Estate team are delighted to bring you the third and final instalment of our Thought Leadership series looking at a key investment asset within our portfolios; Japanese boutique hotels or “Ryokan’s” as they are known in Japan. Part Three presents our investment case and takes you through a variety of case studies that have informed our view and decision making when investing into Ryokan’s. We hope that this final instalment brings together the theory we discussed in Part One and Part Two and helps you understand why we find Ryokan’s such a compelling asset.
Our Thought Leadership Series on Ryokan’s includes the following topics:
Part One: What are Ryokan’s, how do they operate and what are the key features?
Part Two: Sector Analysis – what are the emerging trends, dynamics and unique selling points of Ryokans?
Part Three: Investment Thesis & Case Study of Ryokans
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
Apr 1, 2021 | Articles
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,
Our Japanese Real Estate team are delighted to bring to you Part Two of our Thought Leadership series looking at a key investment asset within our portfolios; Japanese boutique hotels or “Ryokan’s” as they are known in Japan. Part Two takes a deep dive and analyses the emerging trends, dynamics and unique features of Ryokans and what makes them such a compelling asset. Our Thought Leadership series on Ryokan’s includes the following topics:
Part One: What are Ryokan’s, how do they operate and what are the key features?
Part Two: Sector Analysis – what are the emerging trends, dynamics and unique selling points of Ryokans?
Part Three: Investment thesis and case study of Ryokans
We hope you find Part Two interesting and a fascinating continuation into understanding the world of Ryokan’s. We have linked Part One again here for those who may have missed this, and we looked forward to sharing Part Three next week.
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
