CEE Summit 2023
Welcome Drinks
Conference Registration & Networking Coffee
Conference welcome: Richard Betts & Richard Stephens
Keynote presentation: Poland & the CEE market in a global context
The global real estate market is changing as never before. From ESG to supply chain to changing patterns of work and living, what are the trends & issues that you need to know about, and how are they affecting Poland & the CEE markets?
Keynote presentation: The Investor’s Perspective
How do key international investors view Poland & the CEE markets? Which sectors and subsectors are in the spotlight, and which are off the stage at present? Which countries & cities are attracting attention, and which are off the agenda? What effect is ESG having on investment assets, how are the debt markets shaping up, which assets are viewed as value-add & opportunistic?
Panel: Poland & CEE markets in a global context
Following on from the two opening presentations, a panel of local operators and international investors, developers and key market stakeholders discuss the main issues affecting the CEE region now and in the future, looking at sectors, locations, trends and key issues.
Networking Coffee Break
Panel: ESG – the 3 key letters to preserve and unlock value
Last year the CEE Summit looked in depth and ESG and its impact on the CEE market. One year on, we will again look closely at this all-encompassing topic and see how the implementation of ESG principles is influencing the real estate business, and discuss what to expect going forward.
Breakout Session: LOCATIONS
Breakout sessions offer the opportunity to hear from more voices – including your own. In a more informal style, experts and participants are encouraged to talk about their experiences and expectations of the market, asking key questions and sharing solutions.
Which locations in the CEE Region offer the best opportunities for investors and why? Should investors look mainly at Poland and capital cities across the region? Which regional cities have the most potential to grow and attract investment?
Room 1: Opportunities in Polish cities;
Room 2: High Growth Cities across CEE;
Networking Lunch
Keynote: The changing shape of global trade and supply chains
The reversing of the globalisation megatrend has led to huge changes in global trade, supply chains and investment. What are the key global trends and how will they influence the European market?
Panel: Supply Chain & Logistics
Recent geopolitical developments have affected the logistics industry profoundly, impacting traditional supply chain patterns and assumptions significantly. Where does Poland & the CEE region fit into the global supply chain, and how will this impact the regional warehouse and logistics market.
There was a decline of 9% in net demand for warehouse space in Poland between Q3 2021 and 2022. Is this the sign of a slowdown or just a blip? Poland is now the most active development market in Europe, accounting for 25% of new stock in Q1-Q3 2022. Is this set to continue? Which CEE countries are best placed to benefit from the reshoring trend and increase in manufacturing demand for space?
Panel: New Energy & the built environment
The way we produce, store and consume energy is changing rapidly with the irreversible move away from fossil fuels. The global response to the threat of climate change is driving this change, accelerated by the war in Ukraine, and the growing focus on energy resilience. The New Energy sector is seen as a major investment opportunity for real asset investors. But what does this huge transformation mean for the built environment and how will these changes impact cities and the built environment? What can we expect on both the short and longer term horizons? How should investors adapt their investment strategies to deal with new energy system dynamics, new technology and emerging business models?
Networking Coffee Break
Breakout Session: SECTORS
A chance to discuss indepth the market in terms of the sectors. Investor intentions show a focus on residential and alternatives in the current market but office, hotels and retail all offer scale for international investors. How are each of the markets evolving in CEE and how does this compare with markets across Europe?
Room 1: Office, Retail & Hotels;
Room 2: Residential & Alternative (self-storage, data centres, parking);
Perspectives on the Market
Industry leaders, active in CEE markets, share their key takeaways from the conference and personal insights on the trends most likely to influence their strategy in the market. A relaxed discussion to wrap up the day.
Networking Cocktail Reception
End of Conference
CEE Summit 2022
Registration, Coffee & Networking
Film: ‘Poland, Europe’s Most Resilient Economy’
Film: ‘Poland, Europe’s Most Resilient Economy’, by Poland Today
A film featuring new & future development plans and projects by cities and developers embody Poland’s strong economy, dynamic development and confident future.
Welcome
As the world emerges slowly from the pandemic, the rules on adoption of environmental, social and governance (ESG) principles are tightening for Asia’s asset managers. Under increasing pressure from regulators, stakeholders and clients, how are fund firms integrating ESG norms into management decisions? Which markets in the region are the most receptive to integrating ESG principles? How can asset managers balance investment and resources to integrate ESG principles across their entire operation? How can they meet the challenges of obtaining, sharing and reporting ESG data across the region? In the wake of the high-level deliberations at COP26 last year, what should asset managers be doing differently to drive meaningful change?
Macro Economic Outlook, Poland & The Cee
What is the economic outlook and likely scenarios in light of the Russian invasion of Ukraine. How is the war influencing the global macro economy and both the outlook for Poland and the wider CEE region?
The Global Real Estate Investor’s Perspective
Sabina will share the CBREIM’s latest thinking on where CEE opportunities sit within a global opportunity set, and how the Russia-Ukraine war has impacted their commitment to the region
ESG: From Periphery to Core
The real estate sector is evolving rapidly as it responds to geo-political, epidemiological, climatic and social tipping points. ESG factors are playing an increasingly central role in decision making as they support on acceleration of ways and methods to better use, operate, construct and harness real estate in light of these global trends. This session will look at key factors shaping these dynamics for both occupiers and investors, with a focus on messages for CEE and Poland.
Networking Coffee Break
ESG: International Perspectives Meet Local Reality
The rapid implementation of ESG principles and practices in global property markets has immediate and long-term implications for Poland & the CEE region. Panelists will discuss fundamental questions relating to this, including questions and topics such as: What are the costs to the real estate industry? How does ESG fit in with the main drivers of capital markets? Impact Investing: what is it and how can developers and investors add them to their development plans and investment portfolios? How to build ‘Resilience’ into projects and assets? Will there be stranded assets in Poland & CEE?
Speakers
Cities & Regions in CEE – The Public Sector Perspective
Municipal authorities have had to shoulder a massive burden in recent years – and continue to do so now. How have their perspectives changed in his period? What are their challenges now and going forward? To what extent, and in what way, does ESG play a part in their policy decisions? Has the drive fr environmental change been pushed aside in the face of more immediate issues, or is the opposite the case?
ESG: Shining a Light on Each Metric – Q&A
Led by ESG experts, the audience will participate in a discussion of the three main elements of this movement sweeping the global property industry, looking at each one separately. What does each one mean for business and real estate? Where does one end and the next begin? How can companies implement real policies for each?
Networking Lunch
Poland, the CEE and the Geopolitical Security Situation
How has the Russian invasion of Ukraine and the war in Poland’s neighbouring country affected the geopolitical, economic and security context for business and investment in Poland and the CEE region? What scenarios and developments are possible in the near and longer term?
Speakers
CEE Capital Markets & Sectors: Presentation
What are the latest trends, issues, facts, figures and predictions for each of the main sectors in the Polish and CEE markets? What is the outlook for the office, warehouse & logistics, PRS and retail sectors in the CEE capitals and regional cities? How have the changes of the last two years affected market dynamics? How do institutional investors view the CEE region now?
Future Trends Driving Growth in CEE Markets
Picking up on issues raised in the presentation, the panel will discuss how things look on the ground for market operators. What are the challenges they face, and the opportunities they see? How have their perspectives changed by the epidemic and now the war in Ukraine?
Speakers
Perspectives on the Day
Leading stalwarts of the CEE market discuss what they have heard during the conference and put it into the context of their knowledge and experience. A relaxed discussion to wrap up the day.
