CEE Property Forum: Investor Day 2025

Registration & Networking Lunch

Welcome Remarks by Property Forum & Introducing the Host of the Day

Following the welcoming words of Property Forum's CEO, the host of the day, Angelus Bernreuther, will introduce the agenda.

People:

• Angelus Bernreuther, Moderator / Head of Business Development, DEFAMA
• Csanád Csürös, CEO, Property Forum

Keynote: What’s Next for the Global Economy?

Tatha Ghose from Commerzbank will provide a forward-looking perspective on global macroeconomic trends shaping investment strategies in 2025. The session will explore key forces driving inflation, growth, and monetary policy shifts affecting emerging markets and Europe.

People:

• Tatha Ghose, Senior EM Economist, Director, Commerzbank AG

Keynote: Global Capital Allocation Trends

Marcel Hofstetter of Manova Partners will examine how global investors are reshaping portfolios amid changing interest rates and geopolitical uncertainty. The keynote will highlight where institutional capital is heading and what this means for real estate markets in CEE.

People:

• Marcel Hofstetter, Head of Strategy & Research, Manova Partners

Panel: Unlocking Dealflow in a Competitive Landscape

This discussion will explore how investors are finding and executing deals in a high-competition environment. Leading fund managers and asset owners will share insights on sourcing opportunities, pricing discipline, and adapting to tighter financing conditions.

Chair: Krisztián Hornok MRICS, Managing Director, Sontus Investments

Conversation participants:

• Anna Duchnowska, Managing Director – Investment Management, Invesco Real Estate
• Thomas Kaechele, Head of Germany and CEE, M&G Real Estate
• Luca Krämling, Senior Vice President, Slate Asset Management
• Stanislav Kubáček, Managing Director | Head of Investment, Eastern Europe, Heimstaden
• Christopher Mertlitz, Managing Director, Head of European Investments, W. P. Carey

Informal Networking Break

Panel: Structuring the Deal: Fundraising, JVs & Collaborative Capital Strategies

The panel will delve into how investors and lenders are forming partnerships and innovative structures to get deals done in today’s market. Experts will discuss joint ventures, blended capital models, and the evolving role of banks and institutions in real estate financing.

Chair: Tomas Cifra, Partner & Managing Director Central & Eastern Europe, Mitiska REIM

Conversation participants:

• Ramona Eftime, Regional Lead for Tourism, Retail and Property, Europe, IFC
• Vlaho Kojakovic, Director of Property and Tourism, EBRD
• Gábor Kutas, Founder | CEO, Recorde Asset Management
• Jaroslav Kysela, Member of the Board of Directors, Investika
• Dieter Lobnig, Director of Investment Banking and Real Estate Financing Department, Bank Pekao S.A.
• Magdalena Uler-Kłeczek, Board Member, CIO, 7R

Formal Networking Session

An extended opportunity for one-to-one conversations, introductions, and deal-making. Guests will be invited to fill out a questionnaire, which will help the organisers connect participants with relevant potential business partners.