Tim Bodner | 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.