Launching the platform teamaing up with , a multinational education group that provides diverse learning pathways ranging from K-12 to higher education with operations in more than 13 countries with 15 world-recognised brands and 75,000+ full-time Students
The strategy targets education infrastructure assets across developed and high-growth markets where our partnering operators are present and well established
Education is a non-discretionary, mission-critical service, supporting resilient occupancy and long-term demand across economic cycles
Value creation driven by conversion of operating sites into arm’s-length, institutional leases with rents re-basing to market-aligned levels as well as extension of lease tenors
Enhance NOI durability and valuation without reliance on market appreciation
Assets are leased to GEDU Group, providing diversified revenues across geographies and student segments
GEDU’s operating footprint provides a proprietary origination pipeline for education infrastructure assets globally
Starting with an anchor operator will provide a solid foundation for this platform, diversifying later on to include other experienced operators across multiple essential service sectors
Long-term, inflation-linked cashflows supported by triple-net lease structures and strong rent coverage
Conservative capital structures implemented at asset level, with financing tailored to each jurisdiction