5
Invested Interest
Investment Market
Conference
9 September 2019
Warsaw, Westin Hotel

The Polish real estate investment market is now hot on the heels of the best performing countries in Europe. That’s not to say that things have become easier. In fact, it means that much more is going on and sometimes you have to head off the beaten track to make your mark. And the key thing then is to avoid getting lost…

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Agenda

Conference

Day 1
12.09.2019
8:30
8:30
Registration and welcome coffee
9:00
9:00
The inauguration of the conference
View Speakers
9:10
Presentation
9:10
Opening presentation (Presentation)

The prospects for the Polish real estate investment market for the next few quarters. Could the international situation and upcoming elections throw a spanner in the works for investors? What have the first three quarters of this year given to the office, retail, warehouse and alternative segments, and what awaits us in the final three months? Which current deals are set to close in 2020?

View Speakers
9:30
Discussion
9:30
Property in the prime of life (Discussion)

Investors looking for real estate with serious added value potential are becoming ever more active on the market. Where do those who are interested in core+ and value-add assets want to buy, and which property sectors are they interested in? Has the distinction between value-add and opportunistic real estate become more pronounced? What yields can be expected from core+ and value-add properties compared to core and opportunistic assets?

View Speakers
10:15
Discussion
10:15
Tilting at towers (Discussion)

What types of office buildings in Warsaw are being targeted by investors, which locations are they most attracted to, where is all the capital flowing from, and where is it headed in the future? And will it be enough for the huge upcoming supply? The Warsaw office market under the microscope.

View Speakers
11:00
Presentation
11:00
Sticking in the sticks: what next for the regions? (Presentation)

Investors have turned there attention to Polish regional cities – and seemingly, are there to stay. Which locations are especially popular? Are they also looking in new directions? What are they looking for and how much are they willing to pay? Which directions are yields in regional cities and Warsaw heading in – are they converging or drifting apart?

View Speakers
11:30
11:30
Coffee break
12:00
Discussion
12:00
How to keep shopping for shops? (Discussion)

As the retail market goes through some profound changes – some investors don’t even want to hear about the segment at all, while others are only going for the best buildings – although the supply of the latter has become very limited. What gets sold, where, how much for, what’s future do projects with problems have? Would it be worth thinking about changing the profile or even the entire function of some centres?

View Speakers
12:45
Discussion
12:45
Pallets piled with gold (Discussion)

The warehouse market has matured and the product available is now much more diverse (urban facilities, tailor-made, light production, transhipment warehouses, distribution centres, multi-let...). A secondary market for trading in warehouse assets has been emerging at the same time. Do we have the quantity and quality of supply that investors require? How can the investment product that’s been missing be provided (joint-ventures, forward purchase, etc.)?

View Speakers
13:30
Sparring
13:30
How much for the money? (Sparring)

Which assets do the banks want to finance? Are they willing to support the riskier types of retail project? Are they confident about hotel projects and their stability? What loan-to-value ratios should be expected for the best projects? Which assets do they feel are the most promising? Is the safest course for them just to follow the main trends? What attempts are they making to diversify the risk? These are just a few of the questions that will be tackled in this sparring discussion between two major real estate bankers.

View Speakers
14:00
Discussion
14:00
Off the beaten track – or alternative asset classes? (Discussion)

Student halls, apartments for rent, co-living – new products for real estate investors keep on emerging. There is also considerable interest from institutional entities in new asset classes. Which are the most attractive investments, which will only have their five minutes of fame, and which are best to avoid? Finally, how to invest in them and profit from doing so?

View Speakers
14:45
14:45
Lunch

Lunch combined with discussion session. The formula is designed to integrate the group and enable the free sharing of experiences on topics regarded as crucial for the real estate market in 2019.

Tables A - the office market

Tables B - the retail market

Tables C - the warehouse market

Speakers

 Tomasz Cudowski
Tomasz Cudowski
Journalist, Eurobuild CEE
 Michał Ćwikliński
Michał Ćwikliński
Principal, Managing Director - Poland, Avison Young
 Sean Doyle
Sean Doyle
Senior Director, Investment Properties, CBRE
 Justyna Bauta-Szostak
Justyna Bauta-Szostak
Legal Counsel, Tax Advisor & Partner, MDDP
 Anna Duchnowska
Anna Duchnowska
Senior Director, Invesco Real Estate
 Karol Pilniewicz
Karol Pilniewicz
Head of CEE, Cromwell Property Group
 Angus Wade
Angus Wade
Co-Founder, Investment & Finance, Sharow Capital
 Tomasz Buras
Tomasz Buras
CEO, Head of Investment, Savills
 Francesco Coviello
Francesco Coviello
Head of Investment CEE and Southern Europe, LaSalle Investment Management
 Mieczysław Godzisz
Mieczysław Godzisz
Chairman of the Board, Hines
 Cezary Jarząbek
Cezary Jarząbek
Founder & CEO, Golub GetHouse
 Jeroen van der Toolen
Jeroen van der Toolen
Managing Director CEE, Ghelamco
 Piotr Trzciński
Piotr Trzciński
Head of Transactions Poland, Savills Investment Management
 Anna Celichowska
Anna Celichowska
Board Member, Commercialization Director, Virako
 Marcin Kocerba
Marcin Kocerba
Associate, Capital Market Department, Cushman & Wakefield
 Agata Sekuła
Agata Sekuła
Head of Retail Investment CEE, JLL
 Michał Ciapka
Michał Ciapka
Co-founder and Member of the Board, Higasa Properties
 Anna Malcharek
Anna Malcharek
Managing Director, Gemini Holding
 Piotr Szafarz
Piotr Szafarz
Partner, Head of Real Estate Poland, Dentons
 Maciej  Tuszyński
Maciej Tuszyński
Senior Partner - Head of Real Estate Finance, Griffin Real Estate & Griffin Property Finance II
 Jolanta Wawrzyszuk
Jolanta Wawrzyszuk
Group Head of Leasing, Atrium European Real Estate
 Maciej Wróblewski
Maciej Wróblewski
Vice-president, Head of Development Department, Apsys
 Bartłomiej Krzyżak
Bartłomiej Krzyżak
Director, Investment, Avison Young
 Michał Białas
Michał Białas
Country Head Poland, Accolade
 Monika Duda
Monika Duda
Partner and Head of industrial & logistics agency CEE, M4 Real Estate
 Waldemar Grabka
Waldemar Grabka
Investment Officer, Asset Manager CEE, Exeter Property Group
 Artur Mokrzycki
Artur Mokrzycki
Head of Capital Markets Europe, Panattoni Europe
 Marcin Mędrzecki
Marcin Mędrzecki
Associate Director, Investment Services, Colliers International
 Martin Erbe
Martin Erbe
Head of International Real Estate Finance, Continental Europe, Helaba
 Włodzimierz Skonieczny
Włodzimierz Skonieczny
Director, Real Estate Finance Department, ING Bank Śląski S.A.
 Piotr Krawczyński
Piotr Krawczyński
Head of Capital Markets CEE, BNP Paribas Real Estate Poland
 Małgorzata Dankowska
Małgorzata Dankowska
Partner, Tax Advisory Department, TPA Poland
 John Harcourt
John Harcourt
Managing Director, Kajima Properties
 Renata Kusznierska
Renata Kusznierska
Director of Expansion Poland, Medici Living
 Peter Noack
Peter Noack
Co-Founder, Managing Director, Zeitgeist Asset Management
 Dariusz Węglicki
Dariusz Węglicki
Country Manager and Advisor to the board, Catella Real Estate Investment Management

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