Credit: GRI ClubCEE Real Estate Market Outlook 2025 - Exclusive GRI Club Report
Key takeaways on market trends from the most senior global investors, lenders, and operators active in Central and Eastern Europe
April 3, 2025Real Estate
Written by Jorge Aguinaga
GRI Club’s CEE Forum - London Edition brought together leading industry decision-makers to explore investment opportunities, market dynamics, and strategic developments across Central and Eastern Europe (CEE).
Discussions between these preeminent industry leaders covered investor appetite, capital flow, financing challenges, and the region’s resilience in comparison to Western Europe, with the prevailing sentiment emerging that, while many challenges persist, the CEE market continues to offer strong fundamentals and long-term potential.
Our exclusive new report captures the current intricacies of strategic asset selection, financing and liquidity trends, portfolio diversification and specialisation, and other key insights for real estate leaders active in the region.
Logistics remains central to CEE's real estate growth, with Poland firmly established as a powerhouse. But as supply tightens, investors are getting increasingly selective, but where are they shifting their attention?.
Lasting Logistics
As investment strategies in the renowned CEE logistics market realign from broad portfolios to targeted assets, will nearshoring competition heating up, an increasing Asian tenant presence, and Poland’s build-to-suit expansion be enough to drive future growth?.
Asset Dynamics
With supply crunches hitting offices in the region and scalability hurdles in the private rented sector (PRS) contrasted by a stable student housing market and a strong comeback from the retail segment, which asset classes are investors setting their sights on?
Market participants stressed the importance of government involvement in securing large-scale industrial investments to sustain long-term expansion (GRI Club)
Despite declining capital values across Europe, CEE shows resilience as investors identify promise in logistics, residential, and selective retail sectors amid growing interest in adaptive reuse and repositioning strategies.
Geopolitical factors and regulatory complexity pose ongoing challenges, but opportunities exist for those adopting strategic, sector-focused approaches.
Discover more about how investors are positioning for success in this evolving landscape in our full report, available here.
GRI Club’s CEE Forum - London Edition brought together leading industry decision-makers to explore investment opportunities, market dynamics, and strategic developments across Central and Eastern Europe (CEE).
Discussions between these preeminent industry leaders covered investor appetite, capital flow, financing challenges, and the region’s resilience in comparison to Western Europe, with the prevailing sentiment emerging that, while many challenges persist, the CEE market continues to offer strong fundamentals and long-term potential.
Our exclusive new report captures the current intricacies of strategic asset selection, financing and liquidity trends, portfolio diversification and specialisation, and other key insights for real estate leaders active in the region.
The discussions reflected cautious optimism, especially retail and residential sectors, but underlined structural challenges, capital access issues, and the importance of political and macroeconomic stability (GRI Club)
Inside the Report
Strategic ShiftsLogistics remains central to CEE's real estate growth, with Poland firmly established as a powerhouse. But as supply tightens, investors are getting increasingly selective, but where are they shifting their attention?.
Lasting Logistics
As investment strategies in the renowned CEE logistics market realign from broad portfolios to targeted assets, will nearshoring competition heating up, an increasing Asian tenant presence, and Poland’s build-to-suit expansion be enough to drive future growth?.
Asset Dynamics
With supply crunches hitting offices in the region and scalability hurdles in the private rented sector (PRS) contrasted by a stable student housing market and a strong comeback from the retail segment, which asset classes are investors setting their sights on?
Market participants stressed the importance of government involvement in securing large-scale industrial investments to sustain long-term expansion (GRI Club)2025 Market Outlook
Market outlooks for the CEE region in 2025 reflect a conflicting blend of optimism and caution.Despite declining capital values across Europe, CEE shows resilience as investors identify promise in logistics, residential, and selective retail sectors amid growing interest in adaptive reuse and repositioning strategies.
Geopolitical factors and regulatory complexity pose ongoing challenges, but opportunities exist for those adopting strategic, sector-focused approaches.
Discover more about how investors are positioning for success in this evolving landscape in our full report, available here.