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

  • The Embassy of the Republic of the Philippines has moved to Bucharest-based SkyTower, operating out of a 580 sqm space under a 5-year lease agreement. The building also hosts the Embassy of the Republic of Korea in Romania.
  • De Heus, a producer of animal feed, which has built a strong presence in the Polish market, has leased 7,050 sqm of warehouse and office space at GLP Łódź III Logistics Centre. This is the first Class A warehouse of De Heus in Poland. The tenant was advised by specialists from Newmark Polska during the search for the right space and throughout the lease negotiations.
  • Endava has leased an additional 2,400 sqm in the UBC 1 building, part of the Palas Iași mixed-use complex owned by Iulius. This expansion brings its total office area to 5,500 sqm.

New appointments

  • Paweł Reszczyński has been promoted to Land Development Director and will be responsible for coordinating land acquisition and investment processes for new logistics and industrial projects. Developing the land bank remains a key pillar of MLP Group's long-term expansion strategy.
  • Oliver Derksen is joining iO Partners Romania as the new Head of Office Advisory, having over 16 years of expertise in office leasing and business development.
  • GTC has announced the appointment of Sebastian Junghänel to the Management Board as Chief Operating Officer, effective 2 September 2025. With more than 18 years of experience in the real estate sector across Germany and CEE, Sebastian brings strong expertise in asset management, project development, ESG and innovation. His career includes co-founding ZEITGEIST Asset Management, where he built a €1 billion portfolio, and senior management roles at HOCHTIEF Group. At GTC, Sebastian will focus especially on the oversight of our portfolio in Germany, which includes, includes 5,200 residential units in Kaiserslautern, Helmstedt, Heidenheim, and surrounding areas. His know-how will also support our development projects in Central and Southeastern Europe.


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