Real Estate & Asset Investment Stage




09:00 - 10:40

BLOCK 1  -  EXPANSION & FOOTPRINT STRATEGY


09:00 - 09:30

PANEL

Retail Park Ambition vs Market Reality: Making Expansion Defensible

  • Mapping how park growth, mall decline, brownfield availability and catchment fragmentation reshape expansion logic across Polish regions.
  • Highlighting where rent escalation, shell variability, developer inconsistency and tenant clustering undermine viability of seemingly attractive sites.
  • Connecting catchment modelling, asset-risk criteria and capital thresholds, helping leadership clarify which locations merit long-term commitment.

09:30 - 09:50


 Filtering Real Park Potential from False Opportunity

  • Examining how apparent white space masks viability issues tied to overlap, shopper missions and repositioning cycles.
  • Highlighting where rent pressure, inconsistent infrastructure and shell variability distort early site assessments.
  • Integrating financial filters, saturation indicators and readiness criteria, thereby clarifying which parks genuinely create value.


09:50 - 10:10


Recognising the Network Limits Behind Aggressive Store Expansion

  • Analysing how rollout velocity shifts operational pressure onto DC capacity, corridors and last-mile infrastructure.
  • Exposing where centralised hubs, legacy DCs and reverse-flow constraints create fragility in servicing new stores.
  • Linking logistics topology, DC-readiness indicators and regional thresholds, ensuring expansion remains inside network limits.

10:10 - 10:40

PANEL


Defining the Logistics Boundaries That Shape Store Expansion

  • Exploring how DC placement, transport corridors and regional logistics capacity limit viable rollout density.
  • Highlighting where reliance on central hubs and uneven infrastructure raises service-level risk.
  • Aligning logistics readiness metrics and expansion thresholds, enabling teams to share one view of system boundaries.

10.40 - 11:00

Coffee Break


11:00 - 13:00

BLOCK 2  -  CAPITAL, LEASING & OWNERSHIP STRATEGY

11:00 - 11:30

PANEL

Re-evaluating Asset Commitment as Polish Formats Diverge

  • Evaluating how divergent performance across parks, malls, roadside units and redeveloped assets reshapes long-term presence assumptions.
  • Highlighting where rising rents, shell inconsistency and uncertain redevelopment outcomes complicate commitment decisions.
  • Bringing together asset-risk scoring, local economics and lease discipline, clarifying which assets justify continued tenure.


11:30 - 11:50

Resetting Portfolio Discipline as Format Risk Accelerates

  • Unpacking how format shifts challenge established beliefs about location durability.
  • Highlighting where occupancy costs and shell gaps weaken asset economics.
  • Integrating risk scoring, lease analysis and market dynamics, enabling sharper prioritisation.

11:50 - 12:10

Confronting the Financial Limits Now Shaping Footprint Ambition

  • Assessing how bank criteria, financing conditions and rent inflation reshape expansion feasibility.
  • Exposing where legacy assets and ESG readiness gaps restrict refinancing options.
  • Aligning allocation rules and refinancing thresholds, ensuring decisions remain viable under tighter balance-sheet constraints.

12:10- 12:30

Allocating Capital When Every Investment Case Competes for Survival

  • Comparing investment demands across stores, logistics, ESG and brownfield projects.
  • Identifying where refinancing exposure and indexation risk weaken project defensibility.
  • Structuring prioritisation rules and capital-rotation triggers, allowing leaders to identify which investments cannot be justified today.

12:30 - 13:00

PANEL

Financing Reality Checks: What the Balance Sheet Now Accepts  -  and What It No Longer Will

  • Interrogating how shifting bank appetite and asset attractiveness redefine what investments can be financed.
  • Highlighting refinancing vulnerability and rent-indexed exposure across formats.
  • Reconciling financing criteria, rotation needs and investment thresholds, so teams align on which projects should advance.

 13:10  - 14:00

Lunch Break


 14:00 - 16:00

BLOCK 3  -  ASSET TRANSFORMATION & OPERATIONAL ENABLEMENT

14:00 - 14:30

PANEL

Setting the Boundary Between Redevelopment, Refit and Controlled Degradation

  • Investigating the criteria used to judge whether an asset warrants redevelopment, major refit or minimal intervention.
  • Highlighting where construction inflation and operational disruption constrain upgrade feasibility.
  • Structuring lifetime economics, risk tolerance and design adaptability, raising debate on coherent redevelopment thresholds.

14:30 - 15:00

PANEL

Delivering Modernisation in Live Environments: What the Estate Can Tolerate

  • Reviewing how sequencing, operational constraints and omni-service needs shape modernisation limits.
  • Highlighting where backroom space, power capacity and shell variability restrict realistic execution.
  • Aligning phasing, fixture adaptability and infrastructure readiness, prompting discussion on acceptable compromises.

15:00 - 15:30

PANEL

Upgrading Building Performance: Determining What Enhancements Deliver Real Impact

  • Dissecting how energy reliability, automation potential and infrastructure quality influence performance.
  • Highlighting where mechanical systems, power limits and landlord variability constrain upgrades.
  • Bringing together cost drivers, upgrade pathways and operational resilience, inviting debate on which enhancements justify investment.

 15:30-16:00

PANEL


Future-Ready Buildings: Setting Performance Standards for the Next Investment Cycle

  • Probing how energy economics, automation expectations and infrastructure gaps shape future performance needs.
  • Identifying where legacy shells and landlord responsibilities limit estate-wide progress.
  • Integrating timelines, capital constraints and modernisation pathways, inviting debate on which standards should guide the next cycle.















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