Subject: Re: FT on British Student Housing Hangover
Thanks. The UK info has been covered pretty well in threads here I think. But some of the info about the US situation is new to me.

One thing I thought was very interesting:

"2022, a year in which Black­stone acquired Amer­ican Cam­pus Com­munit­ies for $12.8bn."

Blackstone already operate student housing in the UK.

It's not impossible they might decide to buy up Unite in its entirety.

Same logic as the buybacks Unite are doing; it's impossible to build it as cheaply as you could buy it in the form of Unite stock.

TRS