In an era of unprecedented economic challenges, real estate investors are reimagining their approach to building robust and adaptable investment portfolios. At yesterday’s Future of Real Estate 2025 conference in Warsaw, leading investment professionals from across CEE shared their insights into creating sustainable investment strategies that can weather market volatility.
Krystian Modrzejewski from Newgate Investment emphasised the potential of retail parks as a particularly resilient asset class. "Retail parks have proven incredibly robust during economic downturns and health crises like COVID-19," he explained. "They provide essential services and can easily adapt to changing economic conditions, with tenants shifting between premium and discount brands depending on market dynamics."
Anna Szelc from Invesco Real Estate highlighted the importance of diversification and active asset management. "Today's investment strategy is less about allocation to specific asset classes and more about choosing assets with meticulous criteria," she noted. Szelc stressed that rental growth now comes more from active asset management and market fundamentals rather than pure economic expansion.
Michał Nawrot from Peakside Capital Advisors advocated for investing in high-quality, core market properties. "Our aim is to create portfolios that are both lettable and sellable," he said. "We focus on good quality properties in prime locations that will always attract investor interest, even if market conditions fluctuate."
