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
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
Shannon Wright

Shannon Wright

Senior Director, Strategy & Research, Americas

With 16 years of research experience, Shannon is responsible for providing investment analysis and strategy research for the global real estate investment management team.

+12129166340 More about Shannon
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
Future of real estate: Tips and trendspotting Stefan Wundrak Stefan Wundrak (Head of European Research) elaborates on six of the cutting-edge features of the near future, as featured in Estates Gazette's spring edition of the Global Investor Guide.
THINK US: Student housing – a sizeable and growing niche investment opportunity US Shannon Wright In our latest research report ‘THINK US: Student housing’, we highlight how institutional interest and investment in the sector is growing, and totalled c.$9bn in 2016. We examine the favourable demographic trends, which underpin demand and strategies for success in the sector.
THINK Global Cities: Picking winning cities across the globe for growth and diversification Asia-Pacific
Europe
UK
US
Alice Breheny In our most recent research report, examining increasingly complex market dynamics and evolving investor requirements for global real estate, Alice Breheny, Head of Global Research, argues that understanding local, long-term structural trends is key to preserving value and unlocking performance growth in cities throughout the US, Europe and Asia-Pacific.
Centres of excellence Alice Breheny We are proud to have sponsored Estate Gazette's Spring edition of the Global Investor Guide, in which we discuss why smart investors, should seek out the best cities, rather than the best countries when looking for the most competitive places to put their money.
THINK US: The impact of rising interest rates on commercial real estate US With prevailing sentiment that the US Federal Open Market Committee will raise short-term interest rates on Wednesday 15 March (the Fed’s third 0.25% rate hike since December 2015 and the first of three expected in 2017), real estate investors may question whether higher rates could undermine property values and operating income by raising discount rates and slowing the economy. In particular, concerns are rooted in the assumption that rising rates mean higher cap rates, which in turn can weaken property values and commercial real estate (CRE) investment performance.
Capital structuring and deployment Mike Sales We are proud to be partnering with PERE for the third instalment of a trilogy of joint publications. In this report, we talk about the best places and structures to place today's institutional capital.
THINK China: Slower but smoother growth in 2017 Asia-Pacific Harry Tan In our latest THINK China report, Harry Tan, Head of Research, Asia-Pacific, provides an overview of the Chinese economy for 2017.
THINK Australia: Still the most attractive Asia-Pacific investment market in 2017 Asia-Pacific Harry Tan In our latest THINK report, Harry Tan, Head of Research, Asia-Pacific, discusses the Australian market as an attractive investment for 2017.
THINK Japan: Stay cautiously optimistic Asia-Pacific Harry Tan In our latest THINK report, Harry Tan, Head of Research, Asia-Pacific, discusses the outlook of Japan's economy for 2017.
THINK Asia-Pacific: The untapped demographic dividends of Asia-Pacific cities Asia-Pacific Harry Tan In our latest 'THINK Asia-Pacific' research report, we find that the relatively favourable demographic dividends of many Asia-Pacific cities make them very attractive for long-term investment.

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