
About this episode
This episode features a discussion on global real estate trends and long-term market shifts with Tim Bodner from PwC.
Leading Voices in Real Estate kicks off 2026 and Season 9 with a wide-lens conversation on global real estate trends and long-term market shifts. Host Matt Slepin is joined by Tim Bodner, Global Real Estate Deals Leader at PwC and a key voice behind PwC and ULI’s Emerging Trends in Real Estate report, now in its 47th year. Rather than focusing on short-term topics, this episode explores the fundamental forces shaping real estate globally. Tim shares insights on investor drivers, return expectations, investment structures, time horizons, and how capital is being allocated across U.S. and international markets, including traditional asset classes, infrastructure, and specialty sectors. This episode sets the tone for a broader 2026 series examining global capital flows, investment strategy, and long-term transformation across the real estate landscape.
People in this episode
Host: Matt Slepin
Guest: Tim Bodner
Topics covered
- global real estate trends
- long-term market shifts
- investment strategy
- capital allocation
- real estate landscape transformation
Keywords
- real estate
- investment
- capital flows
- market trends
- infrastructure
- asset classes
Mentioned in this episode
Organizations: PwC, ULI
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