European Outlook - Focus on CEE 2024 | Investment Briefings Ltd | 14 February 2024 | Colliers, plac Marszałka Józefa Piłsudskiego 3, 00-078 Warszawa, Poland

Investment volumes in Central and Eastern Europe are at their lowest since 2012, but challenging macro-economic conditions are creating buying opportunities in the region. High financing costs, as well as uncertainty over valuations and prospects for real estate, might be a deterrent for some investors, but others see this lull in the market as a spur to action. Domestic investors are playing more of a role, but international capital is expected to return. The region's good ESG credentials are an added incentive. How do CEE markets compare to other European markets? Are they more resilient? Which sectors will outperform?

• How do you see the current market and the outlook?
• What do you expect to see in terms of capital flows in the region for the real estate sector?
• Warsaw and other CEE cities have the advantage of having more modern, ESG-compliant buildings. How big a competitive advantage is this?
• The boundary between real estate and infrastructure is blurring: what is happening on the renewable energy front? How are CEE countries performing?
• How is the circular economy concept being applied in CEE cities?
• The region is seeing strong leasing activity in the office sector: will there be a supply gap in Warsaw and other cities?
• Logistics continues to be buoyed by the reconfiguration of global supply chains and the near-shoring trend. What are the prospects?
• The Logistics sector is seeing great change in the ESG sphere, from solar panels on roofs to tenant wellness. What are the latest developments?
• How are rents, yields and development opportunities?
• What is the financing position in CEE markets? Do we have a finance gap?
• The retail sector has traditionally been stronger in CEE than in the rest of Europe. Will we see a growth in interest from investors?
• What is the outlook for residential? What about build-to-rent and student housing?
• How are alternatives sectors like Senior Living, Healthcare, Data centres, self storage developing in the region?
• Hotels and leisure have seen a bounce back is this reflected in pricing?
• As investors reassess their strategies, has there been a change in the type of investor active in CEE?
• Which countries and cities offer the best opportunities?

2024 Speakers

Kevin Turpin
Regional Director of Capital Markets, CEE Colliers

Justyna Kedzierska-Klukowska
Head of Berlin Hyp Warsaw Office, Berlin Hyp AG

Marcin Juszczyk
Board Member and Partner, Chairman of ULI Poland, Capital Park

Piotr Mirowski
Senior Partner, Director, Head of Investment Services, Colliers

Agnieszka Sznyk PhD
President of the Board, INNOWO