Chapter 5: How Macroeconomics & Banking Shape CEE Real Estate | Gunter Deuber – Raiffeisen Bank

What will shape the future of real estate and banking in Central & Eastern Europe? From the impact of the Ukraine war to PropTech innovation and Eurozone integration, today’s guest reveals the answers.In this episode of DT Vector, we welcome Gunter Deuber, Head of Research at Raiffeisen Bank International, with over 20 years of experience analyzing financial markets, banking, and economies in CEE.Gunter:Unveils the layers of how geopolitics, demographics, and Euro adoption are reshaping long-term real estate development in Central and Eastern Europe.Decodes the complexity of financing strategies, cross-border capital flows, and market risks that investors must navigate in the CEE region.Builds clarity on how digital transformation, PropTech solutions, and ESG financing are redefining asset management and valuation across Europe’s emerging markets.3 Reasons to Listen:1. Learn why demographics, Eurozone integration, and institutional stability are key drivers for CEE real estate growth.2. Discover how hybrid work, logistics expansion, and PropTech adoption are changing office and industrial demand across the region.3.Understand the risks and overlooked opportunities in CEE markets beyond Poland and Czechia — from Romania to the Western Balkans.If you enjoyed this episode, hit subscribe, share it with your network, and follow Gunter Deuber for more expert insights on real estate, banking, and economic trends in Central & Eastern Europe.Chapters 00:00 - 02:05 Introduction and Guest Introduction02:06 - 04:05 Gunter Deuber's Professional Journey04:06 - 07:16 Role and Responsibilities of Head of Research07:17 - 09:53 Macroeconomic Analysis and Real Estate09:54 - 13:21 Strengths and Vulnerabilities of CEE Economies13:22 - 14:59 Impact of Ukraine War on Investment15:00 - 17:28 Real Estate Market Trends in CEE vs. Western Europe17:29 - 21:40 Cross-Border Capital Flows and Local Financing21:41 - 25:40 Long-Term Real Estate Market Drivers25:41 - 28:01 Hybrid Work and Office Demand28:02 - 29:05 Logistics and Industrial Segment Growth29:06 - 30:01 Emerging Trends in Retail and Logistics30:02 - 32:31 Residential Affordability in Central Eastern Europe32:33 - 33:43 Policy Recommendations for Housing and Wealth Creation33:44 - 36:04 Institutional Investors and Market Transparency36:05 - 40:50 Digital Transformation in Real Estate40:51 - 43:12 Tokenization and ESG in Real Estate43:13 - 47:19 Technological Adoption and Regional Opportunities47:20 - 53:17 Advice for Future Economists and Industry Insights53:18 - 54:51 Conclusion and Final Thoughts