The CEE Investment Scene: 2024 – 2025
Autor: Colliers
Data publikacji: 02/2025
Tematyka: Ekonomia
Informacja prasowa: kliknij tutaj
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Streszczenie
Streszczenie
The report analyses the investment situation in Central and Eastern European (CEE) countries in 2024 and presents forecasts for 2025. In 2024, the region recorded a significant rebound after the slowdown in 2023, with a total investment value of €8.8 billion, representing an increase of approximately 70% year-on-year. Poland was the leader in the region, recording a 138% increase in investment activity and the largest market share (57%).
The investment recovery was particularly evident in the retail sector, which gained in importance thanks to increased consumption and an improvement in the labour market, partly due to the increase in the minimum wage and low unemployment rates.
Despite the rebound, investors remain selective, focusing on prime assets and increasingly investing in value-add projects and conversions, such as the conversion of office buildings into apartments. In 2025, further market recovery is forecast with expected interest rate cuts, which should reduce price discrepancies and support transaction growth.
Wnioski
Wnioski
1. The CEE region rebounded from recession in 2023, achieving significant investment growth and boosting the real estate market.
2. Poland is the driving force behind investment growth in the region, with impressive growth rates and the largest share of total transaction volumes.
3. The retail sector is gaining in importance thanks to the recovery in consumption and a stable labour market.
4. Investors are increasingly favouring value-add strategies and conversions, reflecting the need for flexibility and innovation in a changing economy.
5. The office sector is beginning to show a trend towards conversion to residential space, responding to changing market needs.
Główne rekomendacje
Główne rekomendacje
1. Investors should maintain a flexible approach, taking advantage of opportunities in the value-add and conversion markets, particularly in the office segment.
2. A focus on prime assets in major CEE capitals is recommended to minimise risk and maximise returns in a volatile macroeconomic environment.
3. Monetary developments should be monitored, especially the pace and extent of planned interest rate cuts, which could have a decisive impact on market liquidity.
4. The retail sector, including shopping centres, should be given special attention by investors due to changing consumption patterns and growing demand.
5. Companies should monitor the impact of industrial transformation and links with the German market in order to adjust their investment strategies in the industrial and logistics sectors accordingly.