Build a Munich day
Six curated routes through EXPO REAL 2026: debt, Germany, CEE, housing, data centres, English-only.
Plan EXPO REAL, 5 to 7 Oct
My Munich day
Pick sessions from any route. Only your picks build the day: the walks, the gaps and the clashes, ready to share or take away as one calendar file.
Times as published by the organiser. Munich time. Independent coverage by RealTimes. RealTimes is not affiliated with EXPO REAL or Messe München.
Debt and refinancing
Follow the lenders into their own rooms to test whether the refinancing gap is about capital or about terms.
Mon 5 Oct
to 11:50
Property financing in times of crisis: Is a second major refinancing gap on the horizon?
Asks outright whether a second refinancing gap is forming; listen for which loan vintages get named.
to 14:50
Markets in Motion: Repricing, Risk & Unlocking Opportunity
A single-firm view of repricing; test whether its debt and leasing people tell the same story.
to 16:50
Moving Beyond Traditional Lending?
Bank and non-bank lending compared directly; ask who now carries the transitional risk.
to 17:50
Equity vs. Debt, Energy vs. Transport: Where Are Infrastructure's Best Investments?
Equity against debt across energy and transport, a clean test of where infrastructure credit is going.
Tue 6 Oct
to 12:50
Financing in Transition: Who Is Financing What - and Under What Conditions?
The clearest session on who is lending what and on which terms; bring one specific LTV question.
to 15:45
Real Estate Valuation in Volatile Times: The German Market in 2026
Valuers set the number lenders lend against; ask how far book values still sit from bids.
to 16:50
Non-Performing Loans (NPLs), NPL Backstops & Banking Regulation's Impact on Commercial Real Estate
NPLs and backstops in one room, the best place to hear how banks plan to clear problem loans.
to 17:50
Between Repricing and Re-Entry: Where Are the Opportunities in the New Real Estate Cycle?
Repricing or re-entry: ask for one named asset type where bids have actually returned.
Wed 7 Oct
to 10:50
Where Are We Today, and Where Are We Heading? The Real Estate Market in 2026 and Beyond
A market-wide outlook to calibrate what the first two days told you.
to 11:50
Wars, crises, AI and cards: Economic and capital market outlook
The macro and capital-market outlook; check whether rate expectations moved after the 10 Sep rate decision.
to 14:30
Open Wrap-up: How was EXPO REAL 2026? What did I take away from it?
The organiser's own closing stock-take; compare its takeaways with your notes.
Germany by city
Germany is reopening by postcode, so this route moves from residential and office pricing to Berlin, Munich and the rules behind them.
Mon 5 Oct
to 10:50
Residential market after the rate reset: who will drive the next impulse?
Residential after the rate reset; listen for which cities, not which asset class, lead the next move.
to 12:15
Berlin after the election
Berlin on its own terms, a test of whether the capital trades as a separate market.
to 13:10
Global Economic Developments - and Germany
The macro frame for Germany, straight after the opening panel.
to 14:50
Regulated and supported: New legislation for AIFs in Germany
New AIF rules for German funds, relevant if your capital arrives through a fund structure.
to 16:50
Investments - A Wide Range of Opportunities: What Works, What Doesn't?
What works and what does not across sectors; press for the postcode behind each answer.
Tue 6 Oct
to 10:50
Who Leases Germany's Logistics Real Estate? China, Defence & Structural Change
Who is leasing German logistics now, from defence demand to structural change.
to 12:00
Safe Haven or Sinking Ship? The German Residential Market Under Investor Scrutiny
German residential under investor scrutiny: safe haven or not, and in which cities.
to 13:45
Adaptive reuse - a drop in the ocean or mainstream?
Adaptive reuse as mainstream or niche, a direct test of how vacant stock gets repriced.
to 15:50
Rentals are doing well, transactions are not: What does the future of office look like?
Rentals up, transactions down: the office paradox the postcode thesis sets out to explain.
to 17:15
New SoBoN: A New Boost for New Housing Construction in Munich?
Munich's own housing rulebook under review, a rare city-level policy session.
Wed 7 Oct
to 10:50
Where Are We Today, and Where Are We Heading? The Real Estate Market in 2026 and Beyond
Where the market stands in 2026 and where it heads next, with English interpretation.
to 11:50
From Shopping to Experiences - Is Retail Still the Main Attraction?
Retail as experience, useful context for city-centre pricing.
to 13:50
Municipal funding programmes as catalysts: opportunities and strategies for regional impact
Municipal funding as a catalyst: where local budgets can still move a project.
Central and Eastern Europe
The programme gives CEE few rooms of its own, so this route collects the sessions where CEE cities and capital are on the agenda.
Mon 5 Oct
to 12:50
Student Housing
Student housing seen through the cities that host universities, with CEE cities in the frame.
to 14:50
Technology and Data Centres
Data centres as urban infrastructure, discussed with a CEE city perspective.
to 17:50
Heat and Cooling Cities
Heat and cooling as an urban investment question, including a Polish city view.
Tue 6 Oct
to 12:50
Investing in Innovation Geographies & Districts
Innovation districts as an investment case, with a Prague planning perspective.
to 16:30
Higher returns, relative stability: What lies ahead for Poland and Central & Eastern Europe in 2027?
The one session built entirely around Poland and CEE; bring the yield ladder and ask what 2027 needs.
Wed 7 Oct
to 10:50
Sustainable Mobility and Transport Oriented Development
Listen for a named transit line or corridor behind the development case, not just the policy goal.
Add the whole Central and Eastern Europe route to your calendar
Housing and the rules
Housing needs predictable rules before it needs another panel, so this route tracks tenancy law, subsidy, fast-track building and the Munich model.
Mon 5 Oct
to 10:50
The 2026 Tenancy Law Reform and Its Impact on the Housing Sector
The 2026 tenancy law reform, the rule behind every German rental underwriting this year.
to 11:50
Mobilising Global Pension Capital for Europe's Housing Transition
Pension capital and housing policy in one room; ask which rule would unlock the next allocation.
to 15:20
Housing as a Key Enabler of Growth: Workforce Demand, Immigration, and Regional Shortages
Housing as a growth constraint, from workforce demand to regional shortages.
to 16:20
Funding programs for affordable housing at the federal and state levels
Federal and state funding programmes; note which ones would change a start decision.
Tue 6 Oct
to 10:50
Bauturbo - First Review
A first review of the fast-track Bauturbo law, the most direct test of the rules thesis.
to 11:50
Is Affordable Housing an institutional product?
Whether affordable housing can be an institutional product at all.
to 12:50
The European residential investment market: Where is the capital heading?
Where European residential capital is heading, seen from the German market.
to 14:50
Show Me the Money: Residential Revenue Streams Balancing Social Impact, Affordability and Net Zero
Revenue, affordability and net zero in one model; ask which of the three gives way first.
to 17:15
New SoBoN: A New Boost for New Housing Construction in Munich?
Munich's SoBoN model under review: city rules as the swing factor for new supply.
Wed 7 Oct
to 10:50
Building Type E and Construction Standards - Simple, Experimental, Better?
Building Type E and simpler standards; ask what a lighter code would save.
to 11:50
Serial, fast, affordable? - How modular construction can change the housing market
Modular construction as a speed and cost lever for housing.
to 12:50
Managing Existing Assets and Affordable Housing: Renovation, Value Enhancement, and Risk Mitigation
Managing existing affordable stock: renovation, value and risk.
to 13:50
Municipal funding programmes as catalysts: opportunities and strategies for regional impact
Municipal funding programmes, the local end of the housing rulebook.
Data centres and power
Power connection may be worth more than entitled land, and these rooms test energisation, sovereignty and viability.
Mon 5 Oct
to 10:00
Capital doesn't think in terms of asset classes. Why do we?
Opens InfrastructureNow with the core question: should property and infrastructure capital be separate at all?
to 12:00
The Next Real Asset Frontier
Data centres and digital infrastructure framed as the next real asset.
to 14:50
Powering the AI Boom - Data Centers, Energy Infrastructure & the New Real Estate Opportunity Set
Power, data centres and AI demand in one panel; ask about energisation dates, not megawatts planned.
to 16:30
Where Real Estate meets the Digital Economy: AI, Data Centers and the Future of Real Assets
Where real estate meets the digital economy, useful for owners weighing a data-centre play.
Tue 6 Oct
to 10:50
The Infrastructure Supercycle - a platform for economic prosperity and human thriving
Listen for a named project behind the supercycle argument, not just the scale of the forecast.
to 11:50
What Does a German Infrastructure Investment Strategy Look Like?
Listen for whether the strategy names a grid-queue timeline, not just an investment target.
to 14:50
Digital Sovereignty Requires Data Centers: How Do We Ensure Acceptance, Capacity, and Speed?
Acceptance, capacity and speed: the three constraints on new data centres.
to 16:00
From boom to reality check: Which data centre projects are truly viable?
A reality check on which data-centre projects are viable, the direct test of the power thesis.
Wed 7 Oct
to 10:50
Energy as a Key Location Factor for Logistics Real Estate
Energy as a location factor, seen through logistics real estate.
to 11:50
Infrastructure in growing cities
Infrastructure pressure in growing cities, from transport to water.
English-language day
With 181 of the 258 public sessions in German, this route keeps to English-language rooms with an international capital lens.
Mon 5 Oct
to 12:10
International Perspectives on Europe
The opening panel on how international investors now rate Europe.
to 14:50
Markets in Motion: Repricing, Risk & Unlocking Opportunity
Repricing, risk and where capital is ready to move, in English.
to 16:30
Global Commercial Real Estate Outlook - Powered by Deloitte
A global CRE outlook to set the day's numbers against.
to 17:50
Heat and Cooling Cities
Heat and cooling as an urban investment question, a late English-language room.
Tue 6 Oct
to 10:50
The Infrastructure Supercycle - a platform for economic prosperity and human thriving
Listen for a named project behind the supercycle argument, not just the scale of the forecast.
to 11:50
Lets talk logistics: resilience of European Logistics markets.
Listen for which submarkets are named as resilient, not just the aggregate vacancy figure.
to 12:50
Living sectors: Europe's housing gap as an investment thesis
Listen for a named capital source behind the housing-gap thesis, not just the size of the gap.
to 14:50
Asia's next investment cycle
Asia's next investment cycle and what it means for capital headed to Europe.
to 16:30
Higher returns, relative stability: What lies ahead for Poland and Central & Eastern Europe in 2027?
Poland and CEE for 2027, the region's main English-language session.
Wed 7 Oct
to 10:50
Sustainable Mobility and Transport Oriented Development
Listen for a named transit line or corridor behind the development case, not just the policy goal.
to 11:50
Infrastructure in growing cities
Infrastructure pressure in growing cities, from transport to water.
to 12:50
New Cities and New Towns
Listen for a named site or delivery timeline, not just the case for new towns in principle.
A curated slate, not the full programme: at most 5 sessions a day per route. See every session on the official EXPO REAL programme
My Munich day
Morning brief at 07:15 CEST from Mon 5 Oct. Ask the desk to add you: Dominica@RealTimes.co