In Person Event
Nordic Real Estate 2026 - 10 Year anniversary edition
Rising rates, mounting risks: storm clouds ahead?
Grand Hôtel, Stockholm
Map
Agenda
08.00
- 08.30
CET
Registration & networking
08.40
- 09.00
CET
Rising rates: will CRE prove resilient once again?
MOODY'S VIEW
- Credit quality trends across Nordic real estate
- The impact of higher-for-longer interest rates on interest coverage, valuations and financing
- Refinancing risk, liquidity and capital market access
- Growing exposure to interest rate movements through debt maturity and hedging profiles
- Key risks and vulnerabilities shaping the sector outlook
09.00
- 09.15
CET
09.15
- 09.50
CET
Status of the property market
PANEL DISCUSSION
- How resilient is Nordic real estate in a higher-for-longer rate environment?
- The outlook for financing, refinancing and capital markets access
- Are improving transaction volumes and stabilising values sustainable?
- The future of the office sector: risks, recovery and opportunities
- Creating shareholder value: capital allocation, funding decisions and investor expectations
09.50
- 10.20
CET
Networking break
10.20
- 10.30
CET
Presentation by Riksbanken
MARKET VIEW
10.40
- 11.20
CET
Financial stability and commercial real estate: resilience, risk and a changing funding landscape
PANEL DISCUSSION
- CRE after the rate shock: resilience, refinancing capacity, thinner ICRs and the risks from higher financing costs and vacancies
- CRE stress: critical links - how could it spread to banks and threaten financial stability?
- Changing funding landscape: the shift between bank lending, bond markets and private credit reshaping risks?
- Risks old and new: which vulnerabilities have receded, where risks are migrating and what could drive the next CRE downturn
- Sweden’s capital markets: liquidity, international investor participation and whether current credit spreads adequately compensate for risk.
11.20
- 12.15
CET
Investing in Sweden and Accessing International Funding
PANEL DISCUSSION
This panel will be in English
- Sweden’s investment case: What makes Swedish real estate attractive relative to other European markets, and what are the key risks?
- Funding Swedish assets: How do you balance funding sources, refinancing and currency risks?
- Balance-sheet discipline: How are rates and valuations reshaping leverage, hedging, ratings and shareholders priorities?
- Capital allocation: Growth, debt reduction, dividends or share buy-backs - what comes first?
- Funding mix: Bonds, bank debt, secured financing or private credit – where is the best value?
- Moody’s approach to assess credit quality of real estate companies
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