Graduate and undergraduate students are back in class, but the outlook for student housing is still uncertain. Join Reorg as we dive into the life-cycle of student housing, from current distressed situations to the underwriting that creates a pipeline of deals for HY municipal investors. Topics will include recent workouts and current trends in student housing new issuance, as well as the larger backdrop of enrollment and the evolution of higher education following the Covid 19 pandemic.

Key topics:

• Overview of the industry and macro trends
• Discussion of current workouts, defaults and technical defaults
• Drivers of performance and distress
• Discussion of current issuance