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Real Estate Foresight Cover Image

China Real Estate Independent Research

Research   |   Strategy   |   IR   |   Market Intelligence

Data-driven independent research on China property markets

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

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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, 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.
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China Analyst, Macro Hedge Fund
How bad is the situation in lower-tier cities really? Does this default matter? What will be the impact of new land sales rules?
Portfolio Manager, High Yield / Equities
What differentiated view can you fathom about the underlying property market? What do local sources say about that stock price move, what’s really happening?
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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…
person 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?
person 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.
person icon
China Analyst, Macro Hedge Fund
How bad is the situation in lower-tier cities really? Does this default matter? What will be the impact of new land sales rules?
person icon
Portfolio Manager, High Yield / Equities
What differentiated view can you fathom about the underlying property market? What do local sources say about that stock price move, what’s really happening?
person 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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Annual China Property Outlook by Real Estate Foresight

Video highlights from our 9th Annual China Property Outlook

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China Property, China CityScreenerTM and Special Reports

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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

9+ 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 >>

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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
Isabel
Lijun (Isabel) Cao
SENIOR CHINA ADVISOR
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
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 private raw data.

Real Estate Foresight Blog

Concerns about the debts and housing markets

26 June, 2021

Commenting on concerns about the underlying housing markets in China - Robert Ciemniak and Real Estate Foresight were quoted in Barron's article. …

Automation Temptation: Part 2 of 3

24 June, 2021

The second of the three notes, sharing how we at Robotic Online Intelligence, a sister venture to Real Estate Foresight. approach the automation of research (market research/intelligence in the investment research context). …

China House Prices in Motion

22 June, 2021

This animation shows the 12M vs 1M price movements across 70 NBS cities since Jan 2020. …

Real Estate Foresight Blog

Concerns about the debts and housing markets

26 June, 2021

Commenting on concerns about the underlying housing markets in China - Robert Ciemniak and Real Estate Foresight were quoted in Barron's article. …

Automation Temptation: Part 2 of 3

24 June, 2021

The second of the three notes, sharing how we at Robotic Online Intelligence, a sister venture to Real Estate Foresight. approach the automation of research (market research/intelligence in the investment research context). …

China House Prices in Motion

22 June, 2021

This animation shows the 12M vs 1M price movements across 70 NBS cities since Jan 2020. …

Recent Significant Developments in China Property Markets

Curated headline highlights from SignalliumTM China Property
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开发商也“限购”了，对购房者有什么影响？
Developers have also "purchased restrictions". What impact will it have on home buyers? Google Translate
Found on 2021/07/29 | Source: sohu.com
上海再出手，堵塞房产赠予漏洞，这对楼市调控很重要
Shanghai will make another move to plug loopholes in real estate donation, which is very important to the regulation of the property market Google Translate
Found on 2021/07/29 | Source: hexun.com
武汉限购政策补丁出台，封堵投资炒房通道！
The Wuhan purchase restriction policy patch is released to block the channel for investment and real estate speculation! Google Translate
Found on 2021/07/29 | Source: fang.com
一线城市房贷调查：沪穗“涨价”、北京多行额度吃紧
Mortgage loan survey in first-tier cities: Shanghai-Suizhou "price increase", Beijing multi-bank quotas are tight Google Translate
Found on 2021/07/29 | Source: chinanews.com
多地房贷利率密集上调 部分地区银行首套房贷利率竟破6
Mortgage interest rates in many places have intensively increased Google Translate
Found on 2021/07/29 | Source: 10jqka.com.cn
多只龙头地产股年内跌幅超20% 下半年房地产市场进入整治关键
Many leading real estate stocks fell more than 20% during the year Google Translate
Found on 2021/07/29 | Source: sohu.com
集中供地下，房企为提高拿地成功率积极达成战略合作
Centralized supply to the underground, Developers actively reached strategic cooperation to increase the success rate of acquired land acquisition Google Translate
Found on 2021/07/29 | Source: fangchan.com
房地产调控时代：未来或将至少40城落实“二手房成交参考价”机制
The era of real estate regulation: In the future, at least 40 cities may implement the "second-hand housing transaction reference price" mechanism Google Translate
Found on 2021/07/29 | Source: caijing.com.cn
土地市场刮起“退地风”？中交地产12亿拿下的南宁总部基地项目被“取消成交”
The land market is blowing "retirement wind"? The Nanning Headquarters Base Project won by CCCG Real Estate Co Ltd at RMB 1.2 billion was "Cancelled ... Google Translate
Found on 2021/07/29 | Source: caijing.com.cn
快讯：华夏幸福退出北京丰台科技园项目，6年前3.82亿元入股
News: China Fortune Land Development Co Ltd withdraws from the Beijing Fengtai Science and Technology Park project and invests 382 million yuan ... Google Translate
Found on 2021/07/28 | Source: leju.com
上半年万科、龙湖等近20家房企架构调整，数量逼近去年全年！
In the first half of the year, nearly 20 Developers , including Vanke and Longfor , adjusted their structures, and the number approached that ... Google Translate
Found on 2021/07/28 | Source: winshang.com
温州龙湾区挂牌6宗涉宅地块 总起拍价100亿
Longwan area listed six blocks related to the total starting residential land piece price 10000000000 Google Translate
Found on 2021/07/28 | Source: hexun.com

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