Navigating the significant repricing of the German real estate market requires strategic focus and disciplined execution.

It is punishing for those who get lost in detail without a clear thesis or who fail to execute on their vision. This episode dives into the current cycle, determining where the pockets of value lie in German living assets, and the critical importance of prioritizing exit liquidity in today's underwriting environment. We explore how German capital is behaving and the crucial lessons learned from building an integrated real estate platform through market volatility.

We are joined by Simon Koenig, Founder and CEO of Lakeward, an independent Swiss real estate investment and asset management platform. With more than two decades of experience, Simon leads the firm with a value-add approach focused on housing and alternative living across German metropolitan markets.

THINGS WE SPOKE ABOUT

German real estate cycle: early recovery
Core buyers as the exit base case
Affordable housing drives strongest demand
Seller pricing is today's competitor
Exit liquidity is a first-class risk

GUEST DETAILS

Simon Koenig is the Founder and CEO of Lakeward, an independent Swiss real estate investment and asset management platform. He possesses more than two decades of experience across real estate investment, development, and capital structuring. Simon led Lakeward through a full market cycle, focusing on a conviction-driven, value-add approach to residential and living strategies in German metropolitan markets.

Simon’s Contact Details:

Company Website: https://lakeward.ch/
Linkedin: linkedin.com/in/simon-koenig-bb290435i

QUOTES

Focus on the big picture, and once that direction is clear, then use deep detail to navigate the execution. - Simon Koenig

The real filter for us is more where do we have the best exit liquidity? - Simon Koenig

I think the exit market will mostly be a core asset, and if you miss that, you drive a more risky part. - Simon Koenig

KEYWORDS: #GermanRealEstate #LivingAssets #RealEstateCycles #ExitLiquidity #ValueAddInvesting

MORE INFORMATION

Havenstone Capital is a Real Estate Investment and Asset Management firm with a pan-European focus. Leveraging on the team’s extensive experience on both the Equity and Debt markets, Havenstone Capital is dedicated to managing investments across the entire investment cycle in the real estate market by managing and funding real estate projects in various asset classes.

Visit our website; havenstonecapital.com

This podcast was produced by dustpod.io