Land Acquisition Value by 57 Major Developers
Land Acquisition Value by 57 Major Developers

China Real Estate Independent Research

Research   |   Strategy   |   IR   |   Market Intelligence

Data-driven independent research on China property markets

From assessments and estimates on distressed developers' project portfolios to macro-level questions about the market catalysts. Since 2012, Real Estate Foresight has been helping investors and developers with market research, project due diligence, strategy development and communications. Based in Hong Kong.

Use Cases

Manager icon
Credit Analyst, Distressed Debt Fund
What's the underlying project portfolio worth? How are specific projects performing? What do local sources say about the projects, developer, and local sentiment?
CEO, Private Equity Real Estate Fund
You seek an edge, beyond capital – for your deals, for your team, for your LPs. In the data-driven world, how do you ensure your teams are on top of the market?
CEO icon
Director icon
Director, Private Equity Real Estate Fund
You are looking at the potential deal and need to build confidence in the underwriting assumptions on pricing, volumes, and demand-supply outlook… for yesterday.
China Analyst, Macro Hedge Fund
What will be the market catalyst? What differentiated view can you fathom about the underlying property market? How bad is the situation in lower-tier cities really? What will be the impact of new land sales rules?
Analyst icon
Officer icon
IR Officer, Credit Fund
How do we address these long-term doubts and default worries questions from investors? How do we best communicate real market dynamics? We need that deck in a week…
Manager icon
Credit Analyst, Distressed Debt Fund
What's the underlying project portfolio worth? How are specific projects performing? What do local sources say about the projects, developer, and local sentiment?
CEO icon
CEO, Private Equity Real Estate Fund
You seek an edge, beyond capital – for your deals, for your team, for your LPs. In the data-driven world, how do you ensure your teams are on top of the market?
Director icon
Director, Private Equity Real Estate Fund
You are looking at the potential deal and need to build confidence in the underwriting assumptions on pricing, volumes, and demand-supply outlook… for yesterday.
Analyst icon
China Analyst, Macro Hedge Fund
What will be the market catalyst? What differentiated view can you fathom about the underlying property market? How bad is the situation in lower-tier cities really? What will be the impact of new land sales rules?
Officer icon
IR Officer, Credit Fund
How do we address these long-term doubts and default worries questions from investors? How do we best communicate real market dynamics? We need that deck in a week…

Real Estate Foresight In The Media

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Real Estate Foresight at Conferences

Robert Ciemniak has delivered over 50 conference presentations, panels and private briefings in recent years, for investors in the US, Europe and Asia.
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730 Days Later: China Housing Markets - And The Sum Of All Tiers

Watch the 2-minute clip from our recent Webinar held on Sep 20, 2023

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China Property, China CityScreenerTM and Special Reports

Report Preview

Get a feel for our regular coverage and special notes

  • China Property
  • China CityScreenerTM
  • "Follow The Money" Special
(For institutional investors, developers)

How are we different

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DEEP SPECIALIZATION

12+ years of deep specialization in China housing sector, expanding to data centers, logistics

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INDEPENDENT RESEARCH

Independent from any brokerage or securities business

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DATA-DRIVEN

Obsessed with data and with a strong track record of predictive insights

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POWERED BY TECHNOLOGY

Powerful AI-powered proprietary technology for data collection and automation

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DATA PARTNERS

Collaboration with Beijing-based data partner China Index Academy

Services by Real Estate Foresight

From the regular research reports and data updates, to real-time market intelligence SaaS terminal, and the highly customized due diligence work and IR projects
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CHINA FORECAST
Subscription

China Forecast is our regular research package for the housing markets, with the monthly, quarterly and weekly reports and data updates, as well as 40+ city reports and thematic research. Plus the analyst calls, our annual conference and more.   More info >>

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BESPOKE RESEARCH
Projects

Ranging from the Rapid Due Diligence on the underwriting assumptions for a development project, to Market Primers and IR support, our bespoke research covers multiple sectors, with the focus on housing markets and data centers.   More info >>

Bespoke Research Screenshot
Market Intelligence Screenshot
MARKET INTELLIGENCE TERMINAL
Subscription / SaaS

SignalliumTM China Property serves as a market intelligence terminal. Sector models (not just housing) and AI-powered filtering pick up headline level signals and intel from 2,500+ local sources across 100+ cities and 300+ developers. A resource to gain an information edge and save research time.   More info >>

Core Team

Robert
Robert Ciemniak
Founder-CEO & Chief Analyst
Erica
Erica Chung
Senior Analyst
Gavin
Gavin Li
Lead Software Engineer
Alan
Alan Dalgleish
SENIOR ADVISOR

Army of Robots

Robots

An army of robo-analysts supports our Human Team.

With proprietary technology from Real Estate Foresight's sister venture Robotic Online Intelligence, we automate many functions in data collection, processing, analysis and publishing, as well as the market intelligence.

Our Network of Experts Includes

David
David Schlesinger
FOUNDER, TRIPOD ADVISORS
Andrew
Andrew Ness
Senior Advisor
Jan
Jan Skopecek
STRATEGIC ADVISOR & CONSULTANT
Isabel
Lijun (Isabel) Cao
MEMBER OF CHINA EXPERT NETWORK
Dipyaman
Dipyaman Sanyal
Founder and CEO, dōnō consulting

Data Partners

Thanks to the collaboration with data partners, incl. Beijing-based China Index Academy, we build our proprietary analytics on top of licensed raw data.

Real Estate Foresight Blog

12th annual China Property Outlook by REF - "Draw the Line" Survey

23 January, 2024

As part of Real Estate Foresight (REF)'s 12th annual China Property Outlook, we invite anyone involved in or interested in China property sector to join this year's anonymous "Draw the Line" survey (draw on desktop/laptop, input the year-end figure on mobile). …

China Property - New Home Sales 2022-2023 Forecasts vs Actuals

22 January, 2024

China Property: In the coming 2 weeks, as Real Estate Foresight (REF), we will host our 12th Annual China Property Outlook - a mix of private meetings, a webinar, and the annual forecast report for 2024 for the China housing markets. …

PSL December Spike - From The Latest China Property Report December 2023

16 January, 2024

China Property: Today, we published the latest monthly China Property report by Real Estate Foresight (REF), going into the very details of all the key metrics of sales, prices, land, inventory, and macro factors, along with our forecasts for new home sales, new starts, and house prices. …

Real Estate Foresight Blog

12th annual China Property Outlook by REF - "Draw the Line" Survey

23 January, 2024

As part of Real Estate Foresight (REF)'s 12th annual China Property Outlook, we invite anyone involved in or interested in China property sector to join this year's anonymous "Draw the Line" survey (draw on desktop/laptop, input the year-end figure on mobile). …

China Property - New Home Sales 2022-2023 Forecasts vs Actuals

22 January, 2024

China Property: In the coming 2 weeks, as Real Estate Foresight (REF), we will host our 12th Annual China Property Outlook - a mix of private meetings, a webinar, and the annual forecast report for 2024 for the China housing markets. …

PSL December Spike - From The Latest China Property Report December 2023

16 January, 2024

China Property: Today, we published the latest monthly China Property report by Real Estate Foresight (REF), going into the very details of all the key metrics of sales, prices, land, inventory, and macro factors, along with our forecasts for new home sales, new starts, and house prices. …

Recent Significant Developments in China Property Markets

Curated headline highlights from SignalliumTM China Property
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