Tim Bodner, Partner, PwC
Episode 2

Real estate is “the physical infrastructure of the global economy,” says Tim Bodner, Partner and Global & US Real Estate Deals Leader at PwC, and he believes it’s entering a generational super cycle.

Brandt and Kellie talk with Tim about what PwC calls “the fog” of today’s market, the four forces reshaping global capital, and why operational excellence now drives returns.

They cover:
– Where AI is actually creating real value
– Why data is a leadership issue
– How M&A is splitting the industry into large platforms and niche specialists
– What he looks for in future leaders and new hires
– Tim’s three pieces of advice for anyone early in their career.

Like, follow, and share this episode with your friends! More of a video person? Find Real Leaders Shaping Real Estate on YouTube: https://www.youtube.com/channel/UCDTIVNsJQqXcPdf_ltKvo4A

About Tim:

Tim Bodner advises investors, operators and boards on capital strategy, transactions and structural change across real estate and real assets, particularly during periods of market transition.

His work sits at the intersection of capital allocation, operating platforms and risk, helping clients navigate how real estate continues to evolve into a broader real assets ecosystem. He spends much of his time helping leadership teams and investment committees frame decisions around where capital is actually moving, how operating intensity is changing, and what that means for strategy across cycles.

At PwC, Tim serves as the Global Leader of Real Estate Deals, working with private equity firms, institutional investors, sovereign wealth funds, pension plans, REITs and operating companies on complex transactions and strategic initiatives. Over the course of his career, he has advised on hundreds of billions of dollars of transactions, including acquisitions, divestitures, capital raises, IPOs and restructurings.

He is also closely involved in PwC’s real assets and capital markets thought leadership, helping shape perspectives on capital selectivity, operating platforms, private credit and long-term market structure.

Tim values clear judgment, practical insight and repeatable frameworks, especially when markets are uncertain.