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General-Purpose Deep Research Plan Template With Worked Example
Report summary
Because no specific topic was provided, this report assumes a plausible example topic: the impact of remote work on urban commercial real estate in the United States, 2018–2025 . That assumption is explicit and can be swapped for another topic without changing the overall research structure. The rec
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Executive Summary
Because no specific topic was provided, this report assumes a plausible example topic: the impact of remote work on urban commercial real estate in the United States, 2018–2025. That assumption is explicit and can be swapped for another topic without changing the overall research structure. The recommended approach is a mixed-methods design: combine official labor and commuting data, commercial real estate market data, and recent academic literature with targeted expert interviews and metro-level comparative analysis.
This example is analytically strong because the underlying phenomenon is both measurable and consequential. Remote work remains materially above pre-pandemic levels. WFH Research’s U.S. Survey of Working Arrangements and Attitudes, now distributed through FRED, shows a persistent post-2020 elevation in work-from-home patterns; its June 2026 summary describes the pandemic-era shift as equivalent to “almost 40 years” of pre-pandemic growth, and for June 2025–May 2026 reports 12% fully remote, 26% hybrid, and 62% fully on-site among full-time wage and salary employees. The same source shows remote work is especially prevalent in finance, information, and professional/business services—exactly the sectors that matter most for downtown office demand.
On the real-estate side, the literature and market reporting point in the same direction: office demand did not merely suffer a cyclical dip; it experienced a structural break. An NBER paper by Gupta, Mittal, and Van Nieuwerburgh documents large changes in lease revenues, occupancy, renewal rates, lease durations, and rents after the pandemic shock, and estimates a 45% decline in New York City office values in 2020 with a 39% longer-run decline. Reuters, summarizing Green Street analysis, reported that U.S. office net absorption had fallen by 130 million square feet since 2020 and that recovery to pre-pandemic occupancy levels could take more than five years even under optimistic assumptions.
For commissioning purposes, a standard, decision-ready study would typically take 10–12 weeks and cost roughly $75,000–$150,000, depending on how many metros are included and whether licensed commercial datasets are purchased. A leaner desk-based version can be completed in 6–8 weeks, while a more ambitious comparative study with licensed data and interviews across multiple metros can extend to 12–16 weeks. The highest-value outputs are a decision memo, a metro-comparison dataset, a slide deck, and a short technical appendix documenting methods, assumptions, and source limitations. These budget and timing figures are planning estimates, not market quotes.
Assumptions And Research Plan Template
Assumptions
The report makes five explicit assumptions.
| Assumption | Rationale |
|---|---|
| No topic was specified | The user requested a general-purpose deep research plan and example. |
| Example topic selected: impact of remote work on U.S. urban commercial real estate, 2018–2025 | This is a plausible, current, researchable topic with strong public data availability. |
| Geographic scope is the United States | Matches the example topic specified in the prompt. |
| Literature priority is post-2018, with emphasis on 2020–2026 evidence | Remote work and office-market effects are mostly post-pandemic phenomena. |
| 2026 sources may be used for context even though the study window ends in 2025 | Helpful for assessing whether remote-work effects persisted beyond the formal study window. |
Concise Research Plan Template
| Component | Template guidance | Typical output |
|---|---|---|
| Objectives | Define the decision to be supported, the primary audience, and the hypotheses to test. | One-page research brief with decision questions. |
| Scope | Specify geography, time period, sectors, exclusions, and success criteria. | Scope statement with inclusion and exclusion rules. |
| Methods | Combine desk research, quantitative analysis, qualitative interviews, and triangulation. | Methods memo and analysis protocol. |
| Data sources | Prioritize official datasets first, then academic papers, then reputable commercial and industry sources. | Source register with provenance and update frequency. |
| Timeline | Break work into scoping, collection, cleaning, analysis, synthesis, and review. | Week-by-week workplan. |
| Deliverables | Decide up front whether outputs must support executives, analysts, procurement, or public release. | Memo, slide deck, source appendix, dataset, dashboard, interview summary. |
| Risks | Identify gaps in data coverage, lagged reporting, source bias, definitional mismatch, and licensing barriers. | Risk log with mitigation plan. |
| Budget assumptions | Estimate team mix, data acquisition, interview incentives if any, QA time, and contingency. | Budget range with low/base/high scenarios. |
A high-quality template should be decision-led rather than topic-led: start from the question that must be answered, then back into evidence and methods. In the worked example below, that means distinguishing among downtown versus suburban exposure, Class A versus older office stock, and labor-market effects versus fiscal effects, because the literature suggests the impact of remote work is uneven rather than uniform.
Worked Example
Topic Assumption
For the worked example, this report assumes the study topic is:
Impact of remote work on urban commercial real estate in the United States, 2018–2025.
Research Questions
The example should be built around a small number of testable questions.
| Research question | Why it matters | Likely answer type |
|---|---|---|
| How much did remote work persist after the initial 2020 shock? | Establishes whether office-market effects are temporary or structural. | Time-series trend and current equilibrium estimate. |
| Which metros and submarkets were most exposed? | Helps identify geographic concentration of risk and opportunity. | Ranked metro comparison with sector-adjusted exposure. |
| Did premium office assets outperform older or less central stock? | Tests the “flight to quality” thesis. | Class A vs. commodity-office comparison. |
| How did remote work affect vacancy, rents, absorption, and asset values? | Core CRE impact question. | Panel and event-study analysis. |
| What secondary effects appeared in transit, retail footfall, and city tax base? | Captures broader urban-system consequences. | Cross-domain impact assessment. |
These questions are justified by the current evidence base. WFH Research shows persistence rather than full reversion, while the NBER office-real-estate paper and Green Street commentary both indicate long-lasting reductions in office demand rather than a short-lived disruption.
Prioritized Sources
The source stack should be tiered rather than flat.
| Priority tier | Source type | Examples | Purpose |
|---|---|---|---|
| Highest | Government and quasi-official data | U.S. Census ACS, BLS/CPS, FRED-hosted SWAA series, FAA/transit agency data, city budget and assessor records | Baseline measures of workers, commuting, fiscal exposure, and metro trends |
| High | Commercial real-estate market data | CBRE U.S. Office Figures, JLL Office Outlook, Moody’s office vacancy series, Green Street office commentary | Vacancy, asking rent, absorption, availability, sublease, building quality splits |
| High | Academic and research papers | NBER, SSRN, peer-reviewed journals, major university research centers | Causal framing, methods, and prior effect sizes |
| Medium | Metro-specific reporting that cites primary data | Reuters, major local business publications, city-economist writeups | Fast context, market nuance, triangulation |
| Supporting | Interviews | Landlords, tenant reps, city economic-development officials, transit planners, lenders, large employers | Explanations for quantitative findings |
This source ordering reflects both rigor and practical usefulness. Official and research datasets are essential for the “what,” while interviews and market commentary explain the “why.” That distinction matters because recent evidence already suggests that office stress is concentrated in certain metros and certain building types, not simply in “office” as a single national category.
Data Collection And Analysis Design
A practical design for this topic is shown below.
| Workstream | Data to collect | Method |
|---|---|---|
| Remote-work prevalence | Monthly or quarterly WFH measures by year, worker type, and industry | Pull SWAA/FRED series; benchmark against ACS/BLS where possible |
| Metro office conditions | Vacancy, availability, net absorption, asking rent, concessions, deliveries, conversions | Build metro panel from commercial reports |
| Urban activity proxies | Transit ridership, downtown foot traffic where available, parking demand, small-business openings/closures | Join local agency or city open data |
| Public-finance exposure | Property-tax dependence, assessments, downtown district revenues, budget changes | Review CAFRs, city budget books, assessor data |
| Qualitative evidence | Interviews with 12–20 stakeholders across selected metros | Semi-structured interviews and coded themes |
Recommended analysis methods:
| Analysis method | Use in example |
|---|---|
| Descriptive trend analysis | Show 2018–2025 shifts in remote work, vacancy, rents, and transit recovery |
| Relative-exposure index | Weight metro risk by industry composition and remote-work susceptibility |
| Fixed-effects panel regression | Estimate association between remote-work prevalence and office-market outcomes across metros over time |
| Event study | Compare pre-2020 and post-2020 dynamics |
| Building-segment comparison | Test Class A, CBD, and transit-adjacent resilience versus older stock |
| Thematic coding | Explain mechanisms from interviews and identify policy or leasing responses |
This design is well aligned with the available evidence. The WFH Research series are monthly and broad enough for time-series analysis, while recent research shows that sector mix matters to WFH prevalence. The June 2026 SWAA summary specifically identifies finance, information, and professional/business services as the most work-from-home-intensive sectors.
Expected Deliverables
| Deliverable | Audience | What it should contain |
|---|---|---|
| Executive memo | Sponsors and executives | Bottom-line findings, implications, and decisions required |
| Slide deck | Leadership, board, investors, or policy clients | Metro comparisons, charts, scenario discussion |
| Technical appendix | Analysts and reviewers | Data dictionary, methods, caveats, reproducibility notes |
| Source register | Procurement, legal, internal research team | Source provenance, licensing, update cycle |
| Interview summary | Strategy and market teams | Key themes, disagreements, and market narratives |
| Optional dashboard | Ongoing monitoring users | Metro-level indicators and refreshable trends |
Illustrative Timeline
The following timeline assumes a 12-week standard engagement beginning on 2026-07-06.
gantt
title Illustrative Research Timeline
dateFormat YYYY-MM-DD
axisFormat %b %d
section Framing
Kickoff and decision framing :a1, 2026-07-06, 7d
Scope, hypotheses, source register :a2, after a1, 7d
section Collection
Gather official and research data :b1, after a2, 14d
Gather CRE market data :b2, after a2, 14d
Stakeholder interview fieldwork :b3, after a2, 21d
section Analysis
Clean and harmonize data :c1, after b1, 10d
Quantitative analysis :c2, after c1, 14d
Qualitative synthesis :c3, after b3, 10d
section Outputs
Draft memo and slides :d1, after c2, 10d
Review and revision :d2, after d1, 7d
Final delivery :d3, after d2, 3d
Estimated Budget Ranges
| Scenario | Team shape | Duration | Estimated budget |
|---|---|---|---|
| Lean desk study | 1 lead researcher, 1 analyst | 6–8 weeks | $35,000–$65,000 |
| Standard mixed-methods study | 1 lead, 1 analyst, 1 research associate, limited interviews | 10–12 weeks | $75,000–$150,000 |
| Deep-dive comparative study | 1 lead, 2 analysts, interview support, licensed CRE data, more metros | 12–16 weeks | $150,000–$300,000 |
The budget moves most with two variables: licensed commercial data and qualitative fieldwork depth. If the client already has access to CBRE, JLL, CoStar, Moody’s, Green Street, or internal leasing data, the project can be materially cheaper.
Source Pack
The list below favors primary or near-primary sources and recent material. URLs are shown because they were explicitly requested.
| Source | URL | Why it belongs in the project |
|---|---|---|
| WFH Research homepage | https://wfhresearch.com/ | Entry point to the Survey of Working Arrangements and Attitudes, methodology, and latest results. |
| WFH Research U.S. SWAA data page | https://wfhresearch.com/data/ | Core monthly U.S. time series and microdata access point for work-from-home prevalence and employer plans. |
| WFH Research methodological note hub | https://wfhresearch.com/tracking-wfh/ | Helpful for documenting measurement choices and comparability over time. |
| SWAA latest results summary PDF | https://wfhresearch.com/wp-content/uploads/2026/06/WFHResearch_updates_June2026.pdf | Best compact summary of recent U.S. WFH patterns, sector differences, and worker preferences. |
| FRED SWAA release page | https://fred.stlouisfed.org/release?rid=1033 | Public, machine-readable access to SWAA series; useful for reproducible charting and time-series pulls. |
| NBER Working Paper 30526 | https://www.nber.org/papers/w30526 | Foundational academic paper on remote work and office real estate values, rents, and cash flows. |
| Reuters on Green Street office demand | https://www.reuters.com/markets/us/us-office-occupancy-faces-black-hole-remote-work-says-green-street-2024-03-22/ | Concise market framing on net absorption, historic vacancy stress, and recovery timing. |
| Axios on Moody’s metro vacancy benchmark | https://www.axios.com/local/salt-lake-city/2025/01/21/office-vacancy-rate-remote-work-pandemic | Useful because it cites Moody’s national and metro office vacancy benchmarks, including the 2024 top-50 metro average. |
| San Francisco Chronicle on ACS commute shifts | https://www.sfchronicle.com/bayarea/article/remote-work-home-data-21039335.php | Good example of a metro-specific urban-systems effect, linking WFH decline to transit recovery using Census data. |
| Shen, Wang, Caros, Zhao preprint | https://arxiv.org/abs/2503.00422 | Relevant for broader urban effects, showing how WFH links to transportation and emissions across U.S. metros. |
| Ketter, Morris, Yu preprint | https://arxiv.org/abs/2506.16671 | Useful for conceptualizing persistence and adjustment mechanisms even though it is not U.S.-focused. |
If this example were converted into a live commissioned study, I would add formal government pages for the American Community Survey and BLS/CPS telework-related releases, plus one or two licensed CRE datasets, before final fieldwork begins.
Visuals
Stakeholder And Data-Flow View
flowchart LR
Employers[Employers] -->|work policies| Workers[Workers]
Workers -->|WFH frequency, preferences| SWAA[WFH Research / SWAA]
SWAA --> FRED[FRED time series]
Workers -->|commuting behavior| ACS[ACS and commuting data]
Employers -->|space demand| CRE[CRE market reports]
CRE --> Owners[Landlords and investors]
Owners --> Cities[Cities and tax base]
Transit[Transit agencies] --> Cities
ACS --> Cities
CRE --> Cities
Interviews[Stakeholder interviews] --> Synthesis[Research synthesis]
FRED --> Synthesis
ACS --> Synthesis
CRE --> Synthesis
Cities --> Synthesis
The key analytical point is that remote work affects office markets both directly through space demand and indirectly through commuting, downtown spending, and municipal revenues. The NBER paper explicitly links office-value changes to broader public-finance and financial-stability consequences, while metro reporting shows that commute patterns and transit use can shift meaningfully as work patterns stabilize.
Hypothetical Key-Finding Chart
The chart below is illustrative rather than empirical. It shows the kind of relationship a completed study might find if the literature-aligned pattern holds: remote work stabilizes above 2019 levels, broad CBD office demand remains depressed, and prime assets recover more than commodity stock. This interpretation is consistent with SWAA persistence evidence, the NBER valuation results, and market reporting on uneven recovery.
xychart-beta
title "Illustrative metro findings indexed to 2018"
x-axis [2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025]
y-axis "Index 2018 = 100" 40 --> 160
line "Remote-work prevalence" [100, 102, 150, 146, 142, 140, 138, 137]
line "Broad CBD office demand" [100, 100, 78, 72, 73, 74, 75, 77]
line "Prime-office resilience" [100, 101, 92, 90, 91, 93, 95, 97]
Next Steps For Commissioning
A practical commissioning sequence is short.
| Step | What to decide | Why it matters |
|---|---|---|
| Define the sponsor question | Example: “Should we underwrite recovery, reposition assets, or prioritize conversions?” | Prevents a generic report |
| Lock the unit of analysis | National, metro, submarket, building class, or corridor | Determines data needs and budget |
| Choose evidence depth | Desk study, mixed-methods, or licensed-data deep dive | Sets timeline and cost |
| Confirm access | Internal market data, brokerage reports, city data, interview access | Reduces startup delay |
| Approve deliverables | Memo, deck, data appendix, dashboard | Aligns research to decision use |
For this example topic, the most sensible commissioning brief would ask for three things: which metros are structurally impaired, which are selectively resilient, and what indicators should be monitored quarterly going forward. That framing fits the evidence now available: remote work has stabilized above pre-pandemic levels, office-market pain is uneven, and sector mix strongly shapes metro exposure.