Building resilience: How real estate investors are navigating volatility

23
Jun
2025
News Article CEE Czech Republic event investment management portfolio Prague Property Forum report

by Property Forum | Report

In an era of unprecedented market volatility, top real estate investment professionals gathered at Prague Property Forum 2025 to discuss the critical challenge of building resilient investment portfolios. Moderated by Tomáš Jandík from Crestpoint Capital Partners, the panel brought together experts from diverse investment backgrounds to unpack the complexities of modern real estate investment management.


Tomáš Jandík set the tone for the discussion, emphasising the importance of risk management. "Investing in assets is one thing, but managing portfolios is another," he noted. "Portfolios can behave quite differently from single assets, and the best risk management ultimately comes down to how you select your investment management strategy."

Martin Baláž from Prologis highlighted the importance of location and active asset management in creating resilient portfolios. "If you own assets of 100 billion dollars, every single percentage of value upside makes a huge difference in your valuation," he explained. Baláž also stressed the critical role of data collection and AI, revealing that his company spent the last five years meticulously collecting data to enable effective AI-driven asset management.

Josef Eim from Českomoravská Nemovitostní provided insights into the Czech market's stability, attributing resilience to conservative financing practices. "We never really went to high loan-to-value ratios like in other markets," he said. "When the market shifts, Prague's prime yields only went up from four and a half to five and a half percent, which was fully offset by inflation, whereas in Germany, the devaluation was much more significant."

Katarina Horvathova from Manova Partners emphasised geographical and sector diversification as key resilience strategies. "Western European capital has been careful about investing in Central Europe, but they are attracted by attractive yields and leverage effects," she noted. Horvathova highlighted Poland and the Czech Republic as particularly promising markets, with potential in sectors like logistics, offices, and emerging opportunities in residential and hotel investments.

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Latest news


New leases

  • M Hospital is inaugurating a new imaging centre at Bucharest-based AFI Cotroceni Mall. The company also operates a similar centre in Veranda Mall.
  • Impact Developer & Contractor has announced the opening of a new Pepco store at Greenfield Plaza, the commercial centre of the Greenfield Băneasa residential district in Bucharest.
  • Iulius Mall Suceava has attracted a raft of new tenants. LPP will inaugurate a 2,000 sqm Reserved store in October. German retailer New Yorker will open a 1,400 sqm unit, while TEDi discounter will open a 900 sqm store in the project owned by Iulius.

New appointments

  • At the beginning of September, Ewa Ciołek and Piotr Meleszko were promoted to Senior Leasing Manager. MLP Group, recognising the internal competencies and achievements of its team, emphasises the importance of further improving the efficiency of its leasing operations, which are key to the company's dynamic growth.
  • Avison Young's Investment Advisory team in Poland has welcomed a new member, Katarzyna Sielewicz, who takes the role of Senior Consultant. Katarzyna holds a master’s degree in Finance from the Stockholm University School of Business and completed an exchange semester at Cass Business School in London. She gained international real estate experience working with the global Research and Strategic Advisory team at Cushman & Wakefield (formerly DTZ) in London.
  • Activ Property Services has announced the appointment of Ionuț Grigoraș as Partner in the industrial department. With more than 14 years of experience in the real estate sector, Grigoraș has worked with leading companies such as CTP, WDP, VLParks România, Logicor, P3, MDO, and MLP Group.


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