Solid Gold Podcasts #BeHeard Education Investment with Monde Nkosi

Education Infrastructure in Australia with Rob de Vos

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Rob de Vos, CEO of Arena REIT (ASX:ARF), talks to host Monde Nkosi about the education infrastructure sector in Australia with a focus on the early learning (preschools/pre-K) segment. Rob gives an overview of the $60 billion property market for early learning centres in Australia and presents his investment case for the sector. He explains how long-term win/win partnerships work between property owners and education groups, including his approach to setting affordable and sustainable rents. He also discusses the social impact of the sector, and shares some personal stories about his journey from a small farming community to CEO of an ASX-listed company.

Rob is a seasoned property and financial markets executive with over 25 years of experience. Prior to joining Arena REIT in 2012, Rob held senior roles with Jones Lang LaSalle, Becton Property Group, and Ceramic Funds Management.
Chapters
  • 02:43 Rob de Vos' Background and Journey
  • 08:57 Defining Social and Education Infrastructure
  • 11:33 Arena REIT's Investments in Healthcare
  • 14:18 Arena REIT's Focus on Early Learning
  • 17:41 Market Dynamics and Government Subsidies
  • 19:28 Educator Groups and Operational Models
  • 25:25 Affordability and Sustainable Rents
  • 28:07 Reasons for Leasing Properties
  • 31:25 Return Profiles and Investor Attraction
  • 37:35 Stability and Risk Management
  • 45:35 Return Profile and Leverage
  • 48:43 Favourite Teacher
22 Apr English South Africa Education · Investing

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