PwC’s Tim Bodner Sees Volatility Impacting Pace, Not Direction, of CRE Recovery

PwC’s Tim Bodner Sees Volatility Impacting Pace, Not Direction, of CRE Recovery

From Nareit's REIT Report Podcast by Nareit

May 21, 2026 · 21 min · Episode 551

About this episode

Tim Bodner discusses the cautious optimism in the commercial real estate market and the impact of macro volatility on recovery.

Tim Bodner, global and real estate deals leader at PwC, told the REIT Report podcast that the commercial real estate environment is marked by cautious optimism, with investors increasingly focused on how quickly to deploy capital as macro volatility impacts the pace, rather than the direction, of recovery. “We like to think of it as a mood of cautious optimism with the dial creeping up,” he said. Private real estate values appear to have bottomed in late 2024, transaction volumes are expected...

People in this episode

Host: Nareit

Guest: Tim Bodner

Topics covered

  • commercial real estate
  • investment strategy
  • market volatility
  • capital deployment
  • real estate recovery

Keywords

  • commercial real estate
  • cautious optimism
  • capital deployment
  • transaction volumes
  • market recovery

Mentioned in this episode

Organizations: PwC, REIT Report

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