Leading Voices in Real Estate Tim Bodner | PwC
Jan 7, 2026
Tim Bodner, Global Real Estate Deals Leader at PwC, shares his expertise on long-term shifts in global real estate. He discusses how private markets are evolving to attract retail capital, the impacts on public REIT dynamics, and the rise of new investment products tailored for retail investors. Tim highlights the shift toward longer asset holding periods and the convergence of real estate with infrastructure sectors. He also addresses the global housing crisis, climate resilience, and how these factors shape enduring city characteristics.
AI Snips
Chapters
Transcript
Episode notes
The Asset Universe Is Broadening Rapidly
- The investable universe now includes nontraditional sectors: cold storage, marinas, semiconductors, sports, and manufacturing.
- These expanding sectors favor operational strategies and new benchmarks for performance.
Recruit Skills Over Traditional Pedigrees
- Hire talent from adjacent industries to run platform functions like call centers or digital operations.
- Prioritize skills over traditional real estate pedigree as platforms and services scale.
Hospitality Mindset Rewrites Building Design
- The hospitality mindset now drives office and multifamily design: amenities, conference space and wellness matter most.
- Tenants visit to collaborate, so workplaces favor flexible meeting spaces over private offices.