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 20 years’ experience in property research, Alice is Head of the Global Real Estate Research team. She manages a team who are 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
Dan Manware

Daniel Manware

Research Analyst

As an Analyst in the Americas research team, Dan participates in economic and real estate research by identifying and collecting data to evaluate US market dynamics and trends.

+12129166542 More about Daniel
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
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
Matthew Wokasch

Matthew Wokasch

Senior Director, Data Scientist

Matthew coordinates the firm’s data initiatives and integrates them into the investment process.

More about Matthew
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 Cities: Strong economic growth to elongate real estate cycle US Melissa Reagen Our latest US research highlights that the US economy and labour markets are seeing strong growth which should boost demand for real estate and elongate the real estate cycle one to two more years.
THINK Global: Outlets Asia Pacific
Europe
UK
US
Retail Angela Goodings Angela Goodings, Director of Research, explains why we believe outlet malls will continue to grow in popularity with investors as the sector is underpinned by constrained supply and growing demand, offering some of the most attractive risk-adjusted returns in the real estate market.
THINK: Sydney offices - All things big and small Asia Pacific Office Harry Tan Harry Tan, Head of Research, Asia Pacific, analyses the commercial real estate market in Sydney, expanding on three major office sub-markets within the city which have benefited from the current cycle.
THINK European Cities: Peak real estate? Europe Stefan Wundrak Whilst politics in Europe and the US create uncertainty, the real estate market seems eerily calm. Stefan Wundrak, Head of European Research, provides our European quarterly outlook and explains how cracks are appearing round the edges and investors are becoming more selective in their investment decisions.
THINK: Asia Pacific - It pays to be tactically nimble and selective Asia Pacific Harry Tan Harry Tan, Head of Research, Asia Pacific, provides our macro and investment market outlook for the Asia Pacific region, touching on economic growth, pricing, and capital market sentiment.
THINK: Brisbane offices Asia Pacific Harry Tan Harry Tan, Head of Research, Asia Pacific, explains why we believe investors should consider investing in Brisbane in order to diversify and strengthen the durability of income in their core portfolio.
THINK Global: Avoiding the risk of home-country bias Asia Pacific
Europe
UK
US
Alice Breheny In our latest research report, we discuss why having a home-country bias may increase risk during periods of market stress, and why we believe global real estate offers investors compelling advantages created by diversifying portfolios.
Late cycle means value is harder to find Asia Pacific
Europe
UK
US
Mike Sales Mike Sales, Head of TH Real Estate, provides our midyear outlook on the commercial real estate (CRE) industry and what we can expect for the remainder of 2018.
Technology, innovation and disruption: Is commercial real estate ready for change? Asia Pacific
Europe
UK
US
Jack Sibley Jack Sibley, Innovation & Technology Strategist, discusses the impact technology, innovation and disruption is having on the commercial real estate industry, and why it has taken until the last couple of years for the word ‘innovation’ to become a buzzword in real estate.
THINK US: The impact of rising interest rates on commercial real estate US Melissa Reagen The rising interest rate environment raises concern about the potential impact on US commercial real estate property values and investment performance.

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