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E X P O R E A L : S T U D E N T H O U S I N G , M I C R O - & - - PowerPoint PPT Presentation

E X P O R E A L : S T U D E N T H O U S I N G , M I C R O - & C O - L I V I N G 2 0 1 9 9 ABOUT US BONARD (ex StudentMarketing) is a market intelligence and strategic development firm. 4 50 282 Offices Specialists Projects As an


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SLIDE 1

E X P O R E A L : S T U D E N T H O U S I N G , M I C R O - & C O - L I V I N G 2 0 1 9

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SLIDE 2

ABOUT US

BONARD (ex StudentMarketing) is a market intelligence and strategic development firm.

9

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

4

Offices

In Europe and China

282

Projects

Conducted by

  • ur certified

experts

50

Specialists

Focusing on research, business solutions and a mobile unit As an ESOMAR Member, I comply with the ICC/ESOMAR International Code on Market and Social Research and ESOMAR World Research Guidelines. Samuel Vetrak, CEO BONARD is a United Nations World Tourism Organization Affiliate Member.

  • Global data inventory
  • Independent & unbiased data
  • Over 100 cities, 1,000,000 beds, 5,000 PBSAs
  • Over 100,000 beds in pipeline
  • Secondary & primary research
  • Mobile units collecting street-level data
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SLIDE 3

GLOBAL STUDENT HOUSING INVESTMENT VOLUMES

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info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal Source: Savills Research using RCA, 2019.

GLOBAL US UK WE + REST 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

$0.9bn $2.6bn $5bn $8.6bn $8.2bn $7.6bn $15.8bn $16.6bn $17.4bn $17.4bn

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SLIDE 4

200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 1,800,000

Australia USA Rest of Europe UK

INTERNATIONAL STUDENTS GROWTH

11

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal Source: Institute of Internatational Education, 1995 – 2018; Unesco Institute for Statistics, 1999 – 2018, Department of Education and Training, 2000 – 2018; Government of Canada, 2015; Campus France, 2014; International Relations Office Turkey, 2014; DAAD Germany, 2014; Ministry of Education China, 2011; Ministry of Education Malaysia, 2015; Ministry of Education, Republic of Korea, 2015; The Government of Japan, 2013; Australian Education International, 2014.

Canada

450,000

France Germany

350,000

Turkey

350,000

Malaysia

250,000

China

500,000

South Korea

200,000

Japan

300,000 500,000

Australia

720,000

DESTINATION INTERNATIONALISATION TARGETS

Recession period

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SLIDE 5

Source: BONARD, 2018, 2019. Numbers based on government statistics and primary and secondary research. City Total students London 415,170 Paris 366,754 Madrid 322,715 Rome 242,562 Warsaw 235,875 Melbourne 209,114 Sydney 201,830 Milan 197,241 Berlin 187,934 Barcelona 187,116 Vienna 184,902 Krakow 149,880 Budapest 149,009 Lyon 139,448 Munich 127,263 Amsterdam 119,291 Wroclaw 117,943 Lisbon 116,676 Poznan 110,801 Toulouse 109,578 Copenhage n 108,650 Hamburg 107,193 Brisbane 106,619 Cologne 105,961 Brussels 102,437 Valencia 101,933 Bordeaux 101,206 Utrecht 99,039 Dublin 97,648 Turin 96,154 Stockholm 93,269 Prague 90,758 Tricity 88,928 Glasgow 88,415 City Total students Marseille 85,947 Birmingham 82,290 Oslo 80,263 Montpellier 78,899 Seville 77,860 Lodz 76,969 Rotterdam 75,720 Manchester 74,880 Groningen 72,904 Frankfurt 72,213 Zurich 71,862 Perth 70,501 Riga 67,412 Graz 67,098 Bologna 66,458 Lublin 66,130 Cardiff 65,230 Grenoble 64,995 Nottingham 64,210 Bonn 63,964 Edinburgh 63,825 Coventry 63,530 Leeds 62,960 Florence 62,662 Stuttgart 62,408 Sheffield 60,405 Munster 60,159 Helsinki 58,972 Liverpool 58,455 Vilnius 58,295 Porto 58,193 Aachen 57,436 Brno 57,210 Antwerp 56,162 City Total students Nijmegen 54,687 Nantes 54,212 Strasbourg 54,186 Bristol 53,845 Adelaide 53,615 Bratislava 53,499 Granada 53,394 Newcastle 53,115 Belfast 50,725 Darmstadt 49,915 Katowice 49,751 Düsseldorf 49,423 Padua 48,910 Pisa 47,354 Brighton 44,630 Cambridge 44,265 Leicester 43,105 Oxford 42,865 Karlsruhe 41,559 Canterbury 40,900 Dresden 39,891 Leipzig 39,097 Mainz 38,953 Heidelberg 37,270 The Hague 36,316 Göttingen 35,670 Southampton 35,200 Eindhoven 34,911 Coimbra 34,757 Innsbruck 34,438 Malaga 34,208 Bremen 33,837 Freiburg 32,375 Delft 27,440

MAP LEGEND 200,000+ 100,000-199,999 50,000-99,999 Less than 50,000

  • No. of students

Paris Madrid Rome Warsaw

Milan Berlin Barcelona Vienna Krakow Budapest Lyon Munich Amsterdam Wroclaw Lisbon Poznan Toulouse Copenhagen Hamburg Cologne Brussels Valencia Bordeaux

London Melbourne Sydney

Brisbane

TOTAL NO. OF STUDENTS (SELECTED CITIES)

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SLIDE 6

Source: BONARD, 2018, 2019. Numbers based on government statistics and primary and secondary research. City Internationa l students London 119,435 Paris 77,219 Melbourne 72,478 Sydney 63,577 Vienna 52,373 Madrid 46,697 Berlin 37,274 Barcelona 29,842 Rome 26,926 Brussels 25,390 Brisbane 24,780 Prague 21,893 Lyon 21,867 Munich 21,826 Warsaw 20,603 Coventry 20,285 Milan 19,742 Dublin 19,196 Edinburgh 18,960 Glasgow 17,885 Lisbon 17,854 Manchester 16,540 Toulouse 16,264 Budapest 15,826 Montpellier 15,240 Birmingham 15,115 Copenhage n 14,967 Perth 14,905 Amsterdam 14,572 Florence 14,449 Innsbruck 13,876 Frankfurt 13,238 Cologne 12,856 Bordeaux 12,853 City International students Hamburg 12,594 Brno 12,560 Zurich 12,391 Cardiff 12,275 Adelaide 12,239 Nottingham 11,735 Aachen 11,361 Oxford 11,315 Sheffield 11,310 Graz 11,170 Grenoble 11,089 Marseille 11,074 Valencia 10,678 Strasbourg 10,603 Newcastle 10,480 Cambridge 10,180 Liverpool 10,120 Maastricht 9,982 Bristol 9,670 Leeds 9,645 Oslo 9,610 Stuttgart 9,473 Stockholm 9,094 Brighton 9,090 Rotterdam 9,048 Southampto n 9,020 Nantes 9,006 Turin 9,005 Leicester 8,980 Bonn 8,879 Groningen 8,186 Darmstadt 7,991 Karlsruhe 7,755 Krakow 7,638 City Internation al students Antwerp 7,624 Utrecht 7,559 Porto 7,384 Riga 7,218 Wroclaw 6,544 Lublin 6,259 Canterbury 6,120 Heidelberg 6,051 Exeter 6,010 Seville 5,854 Belfast 5,765 Granada 5,678 Düsseldorf 5,508 Bremen 5,447 Bratislava 5,267 Eindhoven 5,203 Bologna 5,164 Freiburg 5,023 Dresden 4,996 Nijmegen 4,922 Leipzig 4,870 Coimbra 4,641 Delft 4,633 Mainz 4,427 Göttingen 4,419 Munster 4,289 Vilnius 4,234 Poznan 4,175 Salamanca 4,150 Helsinki 4,070 Hatfield 4,010 Portsmouth 3,965 Pamplona 3,293 The Hague 3,232 Paris Madrid

Rome Warsaw Milan

Berlin

Barcelona

Vienna

Budapest Lyon Munich Lisbon Toulouse Brussels

London Melbourne Sydney

Brisbane Prague Coventry Dublin Edinburgh Glasgow Manchester Montpellier Birmingham

  • NO. OF INTERNATIONAL STUDENTS (SELECTED CITIES)

MAP LEGEND 30,000+ 15,000-29,999 5,000-14,999 Less than 5,000

  • No. of int. students
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SLIDE 7
  • NO. OF INTERNATIONAL STUDENTS – INCREASE (2009 – 2018)

14

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal Source: BONARD, 2019. Institute of Internatational Education, 2009 – 2018; Unesco Institute for Statistics, 2009 – 2018, Department of Education and Training, 2009 – 2018; Campus France, 2009-2019; German Academic Exchange Service; 2009-2019; EC Erasmus Statistics, 2009-2019. Note: Selected countries.

47% 63% 27% 92% 53% USA UK WE AUSTRALIA CEE

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SLIDE 8
  • NO. OF PRIVATE PBSA BEDS (SELECTED CITIES)

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info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal Source: BONARD, 2019. Regional data is based on selected cities: 25 cities in the UK, 64 cities in the Western Europe; 5 cities in Australia, 19 cities in the CEE region, 4 cities in the Nordics region.

255,504 UK 129,472 WESTERN EUROPE 42,587 AUSTRALIA 15,272 CEE NORDICS 4,313

City Student to bed ratio*

Brighton 11 Hatfield 9 Oxford 7 Belfast 4 Cambridge 3 Canterbury 3 Edinburgh 3 London 2 Coventry 2 Exeter 2

City Student to bed ratio*

Florence 43 Nijmegen 28 Düsseldorf 28 Paris 23 Turin 22 Cologne 19 Milan 18 Porto 18 Aachen 15 Rome 14

*International students vs. private PBSA beds. City Student to bed ratio*

Sydney 6 Perth 6 Melbourne 5 Adelaide 3 Brisbane 2

City Student to bed ratio*

Warsaw 73 Tricity 58 Innsbruck 36 Graz 23 Krems 21 Brno 19 Prague 14 Vienna 14 Budapest 14 Krakow 14

City Student to bed ratio*

Copenhagen 55 Helsinki 8 Oslo 6 Stockholm 4

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SLIDE 9

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info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal Source: Savills World Research, 2017; PwC, Emerging Trends in Real Estate, Europe 2018; Deloitte, 2017; RCA, 2017; Picture: Collegiate, Lisbon

Rome € 698 Aachen € 455 Hamburg € 641 Bordeaux € 566 Manchester € 707 London € 1,547 Glasgow € 843 Rotterdam € 816 Maastricht € 799 The Hague € 668 Madrid € 868 Barcelona € 848 Porto € 416 Antwerp € 519

ITALY BELGIUM PORTUGAL SPAIN UK NETHERLANDS GERMANY FRANCE

Montpellier € 544 Berli n € 618 Marseille € 501

STUDENT HOUSING PRICES – SINGLE STUDIO IN PRIVATE PBSAs

Paris € 934

Source: BONARD, 2019.

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SLIDE 10

STUDENT HOUSING PRICES – ANNUAL CHANGE (2018 VS. 2019)

17

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Source: BONARD, 2019.

Rome 0 % Aachen 7 % Hamburg 8 % Bordeaux 2 % Manchester 2 % London 6 % Glasgow 4 % Rotterda m 3 % Maastricht 3 % The Hague 4% Madrid 1 % Barcelona 6 % Porto 15 % Antwerp 3 %

ITALY BELGIUM PORTUGAL SPAIN UK NETHERLANDS GERMANY FRANCE

Montpellier € 1% Berlin 3% Marseille 1%

SINGLE STUDIO IN PRIVATE STUDENT RESIDENCES

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SLIDE 11

Lyon Vienna Paris Stuttgart Bordeaux Lisbon London Edinburgh Hamburg Seville Rotterdam AmsterdamGroningen Krakow Valencia Krems

STUDENT HOUSING – PIPELINE (SELECTED CITIES)

18

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Source: BONARD, June-July 2019

City Beds under construction Beds in planning Total beds in pipeline London 12,001 8,844 20,845 Lisbon 1,491 10,843 12,334 Porto 1,256 5,243 6,499 Amsterdam 3,165 3,321 6,486 Berlin 1,406 4,498 5,904 Glasgow 2,175 3,685 5,860 Milan 429 3,042 3471 Edinburgh 722 2,733 3455 Hamburg 1,831 1,484 3,315 Bordeaux 400 2,751 3,151 Vienna 2,718 380 3,098 Seville 1,128 1,865 2,993 Rotterdam 612 2,350 2962 Groningen 2,304 400 2,704 Paris 904 1,300 2,204 Krakow 990 1,000 1990 Valencia n/a 859 859 Stuttgart 624 230 854 Lyon 667 n/a 667 Krems 33 n/a 33 Porto Milan Berlin Glasgow

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SLIDE 12

STUDENT HOUSING ENGAGEMENT (700+ COMPANIES INVOLVED)

19

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Source: BONARD, 2019.

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SLIDE 13

STUDENT HOUSING CONCEPT - USA

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info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal Source: Savills World Research, 2017; PwC, Emerging Trends in Real Estate, Europe 2018; Deloitte, 2017; RCA, 2017; Picture: Collegiate, Lisbon

ATTACHED TO ONE UNIVERSITY ACCOMMODATION PAID ANNUALLY MODERN DESIGN ON CAMPUS LOCATION RICH AMENITIES

Source: BONARD, 2019.

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SLIDE 14

STUDENT HOUSING CONCEPT - UK

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info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal Source: Savills World Research, 2017; PwC, Emerging Trends in Real Estate, Europe 2018; Deloitte, 2017; RCA, 2017; Picture: Collegiate, Lisbon

NOMINATION AGREEMENTS ESTABLISHED PORTFOLIOS LOCATION & PROXIMITY TO UNIVERSITY IS THE KEY UNIVERSITY INVOLVEMENT

Source: BONARD, 2019.

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SLIDE 15

STUDENT HOUSING CONCEPT – CONTINENTAL EUROPE

22

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

OFF-CAMPUS LAND & CONSTRUCTION MORE EXPENSIVE AMENITY RICH OUTSTANDING LOCATION STATE OF ART BUILDINGS

Source: BONARD, 2019.

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SLIDE 16

STUDENT HOUSING CONCEPT - AUSTRALIA

23

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

INSTITUTIONAL MONEY DRIVEN DESIGN HOUSES LARGE-SCALE BUILDINGS HOTEL-LIKE PREMISES UPMARKET FACILITIES

Source: BONARD, 2019.

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SLIDE 17

STUDENT HOUSING CONCEPT - TRENDS

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info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal Source: Savills World Research, 2017; PwC, Emerging Trends in Real Estate, Europe 2018; Deloitte, 2017; RCA, 2017; Picture: Collegiate, Lisbon

COWORKING AREAS BUSINESS INCUBATORS EVENT ORGANISERS RESIDENTIAL MENTORS CAR SHARING BIKE SHARING ROOFTOP TERRACES POOLS WORKSHOPS STUDENT LIFE APPS

Source: BONARD, 2019.

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SLIDE 18

PBSA PRODUCT - AMENITIES IN VIENNA

25

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Less than 5 amenities available Between 5 - 10 amenities available More than 10 amenities avaialbe

Source: BONARD, 2018.

CLICK THE IMAGE ABOVE TO OPEN THE INTERACTIVE MAP

VIENNA

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SLIDE 19

PBSA PRODUCT – WHAT STUDENTS WANT (SELECTED CITIES)

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info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal Source: BONARD, 2017 - 2018.

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Warsaw - domestic students Warsaw - international students Copenhagen - domestic students Copenhagen - international students Brno - domestic students Brno - international students

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SLIDE 20

DEMAND FOR REGIONS

27

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Source: BONARD, 2019.

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SLIDE 21

STUDENT HOUSING – INTERACTIVE MAP

28

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Source: BONARD, 2019.

CLICK HERE TO ACCESS THE INTERACTIVE MAP: https://bit.ly/2lwOsJi

Access on request.

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SLIDE 22

STUDENT HOUSING PORTFOLIOS - EXISTING PORTOFOLIOS

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info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Source: BONARD, 2019.

  • No. of portfolios

44 - 500 – 1,500 beds 38 - 1,501 – 5,000 beds

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  • 5,001 – 9,999 beds

19 - 10,000+ beds

107 portfolios with 500+ beds

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SLIDE 23

NEWS & OPPORTUNITIES

30

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Source: BONARD, 2019.

Student housing news

65% UK, 35 % Rest of Europe

6 Sep 2019, DAILY SECTOR NEWS

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SLIDE 24

MICRO- & CO-LIVING

31

info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Source: BONARD, 2019.

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SLIDE 25

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info@bonard.com twitter.com/BonardGlobal www.bonard.com company/BonardGlobal

Source: BONARD, 2019.

MICRO- & CO-LIVING

Residence Mohtly rent Room size Students Young Pros Students Young Pros The Stay Club Colindale London €994 - €1,191 (studio) €1,385 - €1,479 (studio) from 15 m² 30 m² THE FIZZ Vienna €465 - €622 (studio) €542 - €722 (studio) 15 - 28 m² 15 - 28 m² modern equipment Linked Living Vienna €599 - €879 (studio) €1,099 - €1,399 (apartment) 19 - 37 m² 37 - 75 m²

Student living Young professionals living

Difference between STUDENT & MICRO-LIVING product

  • Price
  • Room size
  • Room equipment
  • Furnishing
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SLIDE 26

More information & complementary consultation at data@bonard.com

Salztorgasse 2

1010, Vienna Austria

www.bonard.com

data@bonard.com +43 650 612 4527

Michal Malecka Head of Business Development Samuel Vetrak CEO