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Munich route

Debt and refinancing

Follow the lenders into their own rooms to test whether the refinancing gap is about capital or about terms.

11 sessions across the fair

Mon 5 Oct

  • Mon 5 Oct · 11:00-11:50

    Property financing in times of crisis: Is a second major refinancing gap on the horizon?

    Hall B1, Booth 440 · German

    Asks outright whether a second refinancing gap is forming; listen for which loan vintages get named.

  • Mon 5 Oct · 14:00-14:50

    Markets in Motion: Repricing, Risk & Unlocking Opportunity

    Hall B1, Booth 440 · English

    A single-firm view of repricing; test whether its debt and leasing people tell the same story.

  • Mon 5 Oct · 16:00-16:50

    Moving Beyond Traditional Lending?

    Hall A1, Booth 440 · German, English interpretation

    Bank and non-bank lending compared directly; ask who now carries the transitional risk.

  • Mon 5 Oct · 17:00-17:50

    Equity vs. Debt, Energy vs. Transport: Where Are Infrastructure's Best Investments?

    Hall A2, Booth 450 · German

    Equity against debt across energy and transport, a clean test of where infrastructure credit is going.

Tue 6 Oct

  • Tue 6 Oct · 12:00-12:50

    Financing in Transition: Who Is Financing What - and Under What Conditions?

    Hall B3, Booth 530 · German, English interpretation

    The clearest session on who is lending what and on which terms; bring one specific LTV question.

  • Tue 6 Oct · 15:00-15:45

    Real Estate Valuation in Volatile Times: The German Market in 2026

    Hall A3, Conference Room A32 · German

    Valuers set the number lenders lend against; ask how far book values still sit from bids.

  • Tue 6 Oct · 16:00-16:50

    Non-Performing Loans (NPLs), NPL Backstops & Banking Regulation's Impact on Commercial Real Estate

    Hall B1, Booth 440 · German

    NPLs and backstops in one room, the best place to hear how banks plan to clear problem loans.

  • Tue 6 Oct · 17:00-17:50

    Between Repricing and Re-Entry: Where Are the Opportunities in the New Real Estate Cycle?

    Hall A2, Booth 450 · German

    Repricing or re-entry: ask for one named asset type where bids have actually returned.

Wed 7 Oct

  • Wed 7 Oct · 10:00-10:50

    Where Are We Today, and Where Are We Heading? The Real Estate Market in 2026 and Beyond

    Hall B3, Booth 530 · German, English interpretation

    A market-wide outlook to calibrate what the first two days told you.

  • Wed 7 Oct · 11:00-11:50

    Wars, crises, AI and cards: Economic and capital market outlook

    Hall B3, Booth 530 · German, English interpretation

    The macro and capital-market outlook; check whether rate expectations moved after the 10 Sep rate decision.

  • Wed 7 Oct · 13:00-14:30

    Open Wrap-up: How was EXPO REAL 2026? What did I take away from it?

    Hall B3, Booth 530 · German

    The organiser's own closing stock-take; compare its takeaways with your notes.

Independent coverage by RealTimes. RealTimes is not affiliated with EXPO REAL or Messe München.

Morning brief at 07:15 CEST from Mon 5 Oct. Ask the desk to add you: Dominica@RealTimes.co