“Where is the world heading to and what does this mean for Poland?”

For a long time, economic risk, including in the field of investment, was not as dependent on external factors as it is today. The epochal challenges that have prompted this change in attitudes stem from the emergence of the megatrends that now prevail. In the light of the current situation globally, as well as in the EU and countries with their own historical conditions, which trends are going to dominate? What consequences could the Russian-Ukrainian conflict have for Poland and Central and Eastern Europe?

What measures should we take, what should we expect, and what should most concern us?

What is the current state of the investment market in the CEE region? Have the sources of capital changed? Have significant deals and yields been noted? Which assets and countries are now regarded as attractive? And is ESG now making a permanent mark in the strategies of the biggest players?

Tenants have been trickling back to their offices, while developers have reopened their construction sites and investors have gone back to the negotiating table. Recent months have been marked by a number of spectacular transactions, but will filling up new and planned office projects with tenants become more challenging as hybrid working continues to take hold?

The queue of people waiting to grab their own slice of the living sector cake has been getting longer and longer, as new players continue to enter the Polish market – both specialised and those new to this segment. The need for accommodation in the rental market and for student housing is still enormous, but will the stuttering economy disrupt investors’ ambitions for meeting this demand and thus turn the plans of developers and future tenants upside-down?

Warehouses and logistics centres continue to be an investment hit, with major purchase transactions being announced almost every week. Are e-commerce and nearshoring enough to keep the demand warehousing soaring? Or will it be rising utility and employment costs that finally put an end to the boom?

The assets that were hardest hit by the pandemic – shopping centres and hotels – have been gradually returning to the game. At the same time, the retail parks that are being built in smaller locations are still shining brightly in the background and are as popular as ever.

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 2022.

Tables A - the office market

Tables B - the warehouse market

Tables C - the PRS market

Tables D - the retail market