🎙 Q1 2026 Housing Update with Andrew Layton
Chris Moreno | Infinite Niches
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🎙 Q1 2026 Housing Update with Andrew Layton
92 просмотра · 6 мес. назад
Chris Moreno | Infinite Niches
74 подписчика
92 просмотра · 6 мес. назад
The 2026 Student Housing Shift: Supply, Strategy & Survival
with Andrew Layton, Principal at Student Quarters
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In this episode, Chris Moreno sits down with Andrew Layton, Principal at Student Quarters, to break down the Q1 2026 student housing market—and why this year may mark a major turning point for operators and investors.
Recorded live from the Interface Student Housing Conference in Austin, Andrew shares real-time insights from the “Super Bowl of student housing,” where the industry’s top owners, developers, and operators gather to shape what’s next.
They break down:
• The massive incoming supply wave (80,000–100,000 new beds) and its impact on performance
• Why flagship universities continue to dominate demand while smaller schools face risk
• The shift from “easy growth” to “wartime operations” in leasing and execution
• How technology, AI, and marketing are evolving—and where the industry is still behind
If you care about investing in student housing, scaling operations, or navigating market cycles, this conversation will give you a tactical edge on what’s coming next—and how to win in a more competitive environment.
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Connect with Chris Moreno
LinkedIn: / chrismoreno
Instagram: / chrismorenoatl
Twitter: https://x.com/morenochris
Facebook: / chrismoreno13
Website: https://goinfiniteniches.com/
Connect with Andrew Layton
Website: https://livesq.com/
LinkedIn: / andrew-layton-16a2b28
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Referenced in this episode
Ref 1 – Student Quarters
Company: https://livesq.com/
Ref 2 – Interface Student Housing Conference
Company: https://interfaceconferencegroup.com/
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Chapters
00:00 – The “Super Bowl” of Student Housing
02:45 – Why relationships still drive deals (even in an AI world)
04:30 – The biggest story of 2026: massive new supply pipeline
06:30 – Where capital is flowing (and why some markets win)
08:00 – The rise of “power schools” and shifting enrollment trends
10:00 – Why events and in-person meetings still matter for deals
11:00 – Investor hesitation & the “wait and see” market sentiment
12:00 – From tailwinds to “wartime operations” in leasing
14:00 – Why cutting rents isn’t always the answer
15:00 – Technology trends: safety, security, and operational risk
16:00 – Amenities arms race (and why pickleball is exploding)
17:45 – Why student housing marketing is 15 years behind
19:00 – Social media strategy: reach vs. niche influence
20:30 – AI vs. human leasing: where tech actually works
22:00 – The future of leasing: why relationships still win
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Key Ideas
• The student housing market is entering a new cycle driven by supply pressure, not just demand growth.
• Success in 2026 will depend on operational excellence, not just market tailwinds.
• Flagship universities and population migration trends are concentrating opportunity into fewer, stronger markets.
• AI and technology are powerful—but they cannot replace human relationships in closing deals.
• The biggest competitive edge going forward: better marketing, stronger teams, and deeper execution discipline.
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Keywords
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