EP66 - From uncertainty to stability: How CRE is adapting to the latest mix of volatility
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:
Real estate: US deals 2025 midyear outlook
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
Partner and Global & US Real Estate Deals Leader
PwC

Omar Eltorai
Director of Research
