EP66 - From uncertainty to stability: How CRE is adapting to the latest mix of volatility



19 Jun 2025

PwC’s Tim Bodner joins us to explore how commercial real estate firms are navigating today’s volatility and laying the groundwork for a long-term recovery. We discuss the move toward strategic consolidation, the rise of real assets as a unified investment class, and the technologies driving change in operations and asset selection. Tune in for an expert perspective on strategy, adaptability, and emerging opportunities in a new era of complexity.


Resources Mentioned:

PwC

The Real Estate Roundtable

Real estate: US deals 2025 midyear outlook

Emerging trends in real estate® 2025

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Key moments

  • 01:01 Tim Bodner's career

  • 02:52 Industry involvement and roles

  • 05:02 PwC's global real estate practice

  • 09:50 Findings from PwC’s US Deals 2025 Midyear Outlook

  • 20:43 Strategic consolidation in real estate

  • 26:40 Office to residential conversions

  • 30:05 Policy changes and their impact

  • 33:27 Future outlook and technology adoption

This week's guest and host

Tim-Bodner's Profile
Tim Bodner

Partner and Global & US Real Estate Deals Leader

PwC

People - Omar Eltorai's Profile
Omar Eltorai

Director of Research

Altus Group

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