Nareit's REIT Report Podcast PwC’s Tim Bodner Sees “Fairly Robust” Transaction Activity Across REIT Sectors
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May 29, 2025 Tim Bodner, real estate deals leader at PwC, shares valuable insights into today's evolving real estate landscape. He notes robust transaction activity across sectors like office, hospitality, and data centers. Bodner emphasizes that REITs are navigating uncertainty with adaptability, focusing on controllable factors. The conversation reveals trends in public-to-public and public-to-private transactions, and highlights the growing intersection of real estate and infrastructure investments amid foreign investment trends.
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Robust Real Estate Transaction Activity
- Transaction activity across traditional and non-traditional real estate sectors remains fairly robust.
- Data centers and energy infrastructure are accelerating alongside traditional sectors like office and hospitality.
Stable Foreign Investment Flows
- Foreign investment patterns in U.S. real estate show normal fluctuations without material shifts due to global trade policy.
- Capital flows are influenced by U.S. cost of capital and currency volatility but remain strong from Canada and Asia.
Elevated but Controlled Construction Costs
- Construction costs are elevated due to lingering inflation, but tariffs haven't introduced new inflationary pressure.
- Real estate supply remains disciplined, limiting additional cost pressures in development.