{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Havenstone Stack","title":"Navigating German Living Sector Volatility - Simon Koenig","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/7c65416a\"></iframe>","width":"100%","height":180,"duration":1376,"description":"Navigating the significant repricing of the German real estate market requires strategic focus and disciplined execution. \nIt 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.\nWe 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.\nTHINGS WE SPOKE ABOUT\nGerman real estate cycle: early recovery\nCore buyers as the exit base case\nAffordable housing drives strongest demand\nSeller pricing is today's competitor\nExit liquidity is a first-class risk\nGUEST DETAILS\nSimon 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.\nSimon’s Contact Details:\nCompany Website: https://lakeward.ch/\nLinkedin: linkedin.com/in/simon-koenig-bb290435i\nQUOTES\nFocus on the big picture, and once that direction is clear, then use deep detail to navigate the execution. - Simon Koenig\nThe real filter for us is more where do we have the best exit liquidity? -  Simon Koenig\nI think the exit market will mostly be a core asset, and if you miss that, you drive a more risky part. - Simon Koenig\nKEYWORDS:...","thumbnail_url":"https://img.transistorcdn.com/N6tAJ1g7pscYJ_9Pdcsr9VXpGScT73k-QbTWy5LqEpY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jYzA4/MTdkOTQ4NTZkMzcz/YTM2YzRkNzM0ZDY0/MzJlZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}