Havenstone Stack
Navigating German Living Sector Volatility - Simon Koenig
22:56
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…