Germany’s overlooked industrial assets offer investor opportunity: Dr Wulf Meinel, StoneVest
From Real Asset Media Thought Leaders by Real Asset Media Thought Leaders
April 9, 2026 · 2 min · Episode 1206
About this episode
Dr Wulf Meinel discusses the investment potential in Germany's overlooked industrial assets at Mipim 2026.
Speaking to Real Asset Media at Mipim 2026 in Cannes, Dr Wulf Meinel, founding partner at StoneVest, set out why investors should look beyond logistics to uncover value in Germany’s industrial sector. He acknowledged the challenging macro backdrop but framed it as an opportunity rather than a deterrent. “The German economy faces some headwinds, but headwinds are a chance,” he said. “If you take a detailed look into the German market, it offers more opportunities than you would imagine.” Meinel argued that investors often overlook a key distinction within industrial real estate. While logistics has dominated capital flows, he highlighted owner-occupied, mission-critical production assets as a significantly underappreciated segment. “The owner-occupied mission-critical production asset is an undervalued sector with an enormous market potential,” he said. This opportunity is rooted in the structure of Germany’s corporate landscape. A large share of industrial companies – particularly the Mittelstand – still own their production facilities and have historically not used them as a financing tool. “That over 70%, nearly 80% of German industries… are owners of their mission-critical…
People in this episode
Guest: Dr Wulf Meinel
Topics covered
- industrial assets
- investing opportunities
- German economy
- real estate
- Mittelstand
Keywords
- Germany
- industrial sector
- investor opportunity
- owner-occupied assets
- mission-critical production
Mentioned in this episode
Organizations: StoneVest
Places: Germany, Mipim 2026, Cannes
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