CRE Mid-Year Outlook: Sector Convergence, "Higher for Longer" Rates & AI
About this episode
This episode discusses the mid-year outlook for commercial real estate, focusing on sector convergence, interest rates, and the impact of technology.
How are global economic transformations shifting commercial real estate portfolios? In this mid-year outlook episode, host Michael Bull is joined by PwC's Global Real Estate Deals Leader, Tim Bodner, to dissect emerging sector trends, real asset convergence, and the operational impact of technology. Moving past short-term speculation, Tim reveals a market where traditional real estate sectors and infrastructure assets are converging at an unprecedented pace. With the industry adapting to a structurally permanent "higher for longer" interest rate environment, capital discipline has returned, forcing market participants to focus heavily on driving true operational efficiency. From the reshoring tailwinds of manufacturing to the evolution of a comprehensive "living theme," this conversation delivers critical, forward-looking data points for institutional and private investors alike. Key Topics Covered in This Episode: The PwC Mid-Year Forecast: A high-level assessment of the global deals market and sector sentiment. The Office Quality Spectrum: Navigating the supply crunch of high-quality space and the economic rationale behind repurposing obsolete Class C stock into residential…
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