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
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
THINK China: An overseas investor’s guide to the risk and opportunities Asia Pacific Press Office In its latest research report, TH Real Estate provides a flavour of the real estate investment climate in China and highlights the leap in risk appetite required by overseas institutional investors seeking to penetrate the market.
THINK US: Investing in education US Multifamily residential Not too long ago, the student housing sector was considered a niche sector, dominated by mom-and-pop operators with local or regional footprints.
Think Japan: Time for reanimation? Asia Pacific Stefan Wundrak Stefan Wundrak investigates Japan’s investability for long-term real estate investors from a demographic point of view.
US commercial real estate outlook: The return of volatility US Read the latest research report from TIAA-CREF's research team on US commercial real estate.
RPA - The iGeneration IV Europe Retail Alice Breheny We are proud to have sponsored RPA's retail report which highlights Europe’s top 100 retailers and their real estate strategies.
THINK Global: MAGIC metrics and global cities Asia Pacific
Europe
UK
US
Alice Breheny In a follow-up to last year’s inaugural ‘MAGIC’ assessment of the global investment environment, we revisit the status of the property market cycle in our latest research report.
THINK Europe: Picking Tomorrow's World Cities Europe Alice Breheny In our latest research report, we advocate a city-level approach to real estate investment, in light of our longer-term research findings relating to global ‘megatrends’.
Think Europe: Don't let the past mislead you tomorrow Europe Stefan Wundrak In our latest research report, Stefan Wundrak (Head of European Research) cautions against using historical data to shed light on future performance.
THINK Global: Outlets Asia Pacific
Europe
UK
US
Retail Alice Breheny Designer outlets have been one of the most widely misunderstood, but strongest performing, real estate sectors in Europe over the past decade and, relatively speaking, they thrived during the global economic downturn.
THINK GLOBAL: Finding the MAGIC US
UK
Europe
Asia Pacific
Other
Debt
Industrial
Mixed
Multifamily residential
Office
Retail
Alice Breheny In our latest research report, we provide an assessment of the global investment environment for 2014. This serves as a foundation for the investment strategy of our newly formed organisation.

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