Subject: Re: Unite Group (UTG), UK, falling knife.
> am curious if the demand (e.g., admission rate of schools served) and relative cost of proximal housing has any useful insights?

Hello weatherman. The most recent trading statement is here and seems positive (or not negative) on these issues.

https://www.londonstockexchang...

Regarding 'admissions' and 'local rental cost', the following lines seem relevant:

"The outlook for international demand remains encouraging thanks to growing student mobility and the increasing attractiveness of the UK as a study destination as competitor markets introduce more restrictive policies."

"Looking ahead, the outlook remains robust, underpinned by growing demand from school leavers and stabilising international admissions."

"Home Office data shows 7% growth in applications for study visas in the year to August with applications in the peak summer months in line with 2024 levels."

"Sales to date deliver 4.0% rental growth for 2025/26 (2024/25 8.2%)"

"Rental growth driving modest valuation increases in Q3 (USAF: 0.0%, LSAV 0.4%)"

TRS