Research

Research

Our market-leading research capability allows us to incorporate strategic insights into every stage of the investment process.

Top-down forecasts of global markets and economies mean we can offer strategic advice to our international clients while local market forecasts and thematic recommendations help drive performance at the portfolio level.

We have an excellent team of experienced researchers, all with different areas of expertise, covering Europe, Asia and the US. Each has a substantial level of depth and breadth across the property market and, most importantly, a proven history of accuracy. Rather than follow consensus, the team try to get ahead of the pack, giving our investment teams the earliest advice possible. The team produces detailed macro and micro level forecasts on a quarterly basis whilst also updating our investment teams on changing market conditions and risks every week.

Read our latest research

 
Alice Breheny

Alice Breheny

Global Head of Research

Alice's biography
We have an experienced and fully integrated research team, which constantly strives for innovation in analysis to ensure our research and advice remains as commercially relevant as possible.
Alice Breheny

Alice Breheny

Global Head of Research

With over 18 years’ experience in property research, Alice is Head of the Global Real Estate Research team. She manages a team of several analysts devoted to researching the direct property market in Europe, the US and Asia.

+442037278122 More about Alice
Andy Schofield

Andy Schofield

Director of Research

Andy has over 16 years of experience in real estate research. He advises fund managers on acquisitions, disposals and developments, with particular responsibility for the office sector across all markets.

+442037278203 More about Andy
Angela Goodings

Angela Goodings

Associate Director of Research

Angela is an Associate Director of Research, focussing on global retail markets. She is responsible for forecasting out of town retail property markets across the UK and Europe, and also specialises within the outlet mall sector. Angela advises fund managers on major retail acquisitions, disposals and development opportunities. She has progressed through the Research team since joining the company in 2003.

+442037278147 More about Angela
Haoran Wu

Haoran Wu

Research Analyst

Haoran models real estate and economic data to build global views of real estate market and forecast performance. A large part of her role is supporting the head of Asian Research as this area of the business grows.

+442037278231 More about Haoran
Harry Tan

Harry Tan

Head of Research, Asia Pacific

Harry is responsible for providing strategic advice to the corporate business and clients, with respect to the Asia Pacific market.

+6569140027 More about Harry
John Philipchuck

John Philipchuck

Director of Research & Strategy

With over 12 years of commercial and residential real estate experience, John is Director of Research & Strategy, responsible for TH Real Estate’s research, investment strategy and product development for the Americas region.

+13125077523 More about John
Maria Grubmueller

Maria Grubmueller

Associate Director of Research

With over 15 years of property research experience, Maria covers research in the Germanic markets within the global research function.

+442037278311 More about Maria
Melissa Reagen

Melissa Reagen

Head of Research, Americas

With 12 years of experience, Melissa leads a team of research and strategy professionals focused on the US direct real estate market.

+12129166643 More about Melissa
Michael Keogh

Mike Keogh

Director of Research

As Director of Research, Michael is responsible for forecasting economic and property markets across the world, analysing long-term property trends, investment and economic cycles to project future performance and output.

+44 (0) 20 3727 8160 More about Mike
Stefan Wundrak

Stefan Wundrak

Head of European Research

With 14 years’ experience in real estate research, Stefan oversees all research across Europe, including the UK, within the global research function. He specialises in global logistics and focuses on the German, Italian and Nordic markets across all sectors.

+442037278226 More about Stefan
Title Region Sector Author Abstract
THINK US commercial real estate debt: A 'superfood' that can enhance portfolio performance US Debt Melissa Reagen In our latest THINK US commercial real estate debt research report, we discuss why we believe it may provide portfolios with stable and consistent returns throughout any real estate or economic cycle, and when sourced and managed well, can be the 'superfood' of any investment portfolio.
THINK US commercial real estate debt: The opportunity in today's environment US Debt Melissa Reagen Melissa Reagen, Head of Research, Americas, explains why we believe today's environment is the 'sweet spot' for considering to add commercial real estate debt to a real estate equity or multi-asset portfolio.
THINK Australia: Finding resilience in industrial Asia Pacific Industrial Harry Tan Harry Tan, Head of Research, Asia Pacific, explains why the Australian industrial sector presents an attractive investment opportunity and is among our most favoured sectors globally.
THINK US: Millennials divided US Multifamily residential Melissa Reagen Our latest THINK US research reveals how millennials are driving real estate trends in Tomorrow's World.
European cities since 2007: Size doesn't matter Europe Stefan Wundrak Stefan Wundrak, Head of European Research, explains why what may drive the success of a city is not necessarily as clear as it seems. We believe it is important to consider a variety of soft and hard factors to determine a city’s unique DNA.
THINK US Cities: Trends and tactics Q1 2018 US Melissa Reagen Our latest US research predicts investment volumes for US real estate will be in line with those of 2017, and we believe Los Angeles, Chicago and New York will be the 'cities to watch' in 2018.
THINK: Asia Pacific cities in Tomorrow's World Asia Pacific Harry Tan Our latest Asia Pacific research report provides helpful insights to unlocking, what we believe, are winning markets in successful Asia Pacific cities both today in the future.
THINK Asia Pacific: More than ever, investing in resilient cities is key Asia Pacific Harry Tan Harry Tan, Head of Research, Asia Pacific, explains why we believe investors should be tactically nimble under the current market landscape, and consider looking past cycles in resilient cities and sectors.
THINK European Cities: Trends and tactics Q1 2018 Europe Stefan Wundrak Our latest European research predicts investment volumes for European real estate will be in line with those of 2017, despite international market volatility experienced in February.
THINK Japan: Rising, but shining? Asia Pacific Harry Tan Harry Tan, Head of Research, Asia Pacific, examines the sustainable, shining growth of Japan.

We have adopted an innovative, two–pronged approach to top-down analysis, capturing both structural megatrends and tactical real estate fundamentals, to identify "future-proof" cities. This process has involved analysing cities' data, which can be explored in the map below.

 

Cities analysis