The opening presentation will provide participants with a concise, data-backed overview of the real estate investment market in Poland and the CEE region.

Topics will include:

• current transaction volumes, capitalization rates, and asset price trends,
• availability and cost of debt financing and the impact of monetary policy on the investment market,
• analysis of sentiment among local and international investors,
• baseline and alternative scenarios for the market over the medium term,
• key systemic risks and factors that could trigger a new wave of investment activity.

This presentation will set the analytical framework for subsequent panel discussions and help participants contextualize sector-specific topics within the broader macroeconomic environment.

The discussion will focus on the real return of liquidity to the market and the conditions under which capital is currently willing to engage in transactions.

• investor selectivity and preferred risk profiles,
• refinancing challenges and regulatory pressures,
• comparison of local vs. international investor strategies,
• the growing role of joint ventures as a risk management tool,
• potential impact of REITs on the structure of the Polish real estate market.

This panel will explore the transformation of the retail sector and its role within investment portfolios.

• the return of capital to selected retail formats,
• retail parks as defensive assets,
• the future of large shopping centers and the need for repositioning,
• the impact of omnichannel strategies on asset valuation,
• lessons learned from recent portfolio transactions.

The logistics segment will be examined in the context of market maturity and rising barriers to entry.

• investment attractiveness of Poland and the CEE region in the current phase of the cycle,
• supply constraints and land availability,
• profiles of investors active in the logistics segment,
• data centers as a potential new institutional asset class.

The living segment panel will focus on long-term structural trends and exit strategies.

• further institutionalization of the PRS market,
• oversupply risk in the context of demographics,
• senior living as a response to population aging,
• impact of the Ukraine conflict on demand and investment strategies,
• potential buyers of mature PRS, PBSA, and senior living portfolios.