LATEST NEWS
Real Estate Foresight Updates, Media Coverage, Conferences
Takeaways from the Shanghai conference, chaired by Robert Ciemniak
On June 28 in Shanghai, Robert Ciemniak, the Founder-CEO of Real Estate Foresight, chaired the annual ‘PERE Investor Forum: Shanghai’, a gathering of 100 or so players in the private equity real estate sector focused on China. Quite a different market landscape from a year ago. Less outbound and more inbound interest, with much tighter[…]
In Pursuit of Patterns: The Most Idiosyncratic Cities In China
China housing is not one market, but it is not 600 different markets either. There are some clear patterns in how some cities behave similarly in their direction of the house price growth, and some exhibit very unique behaviour. A finer understanding of these patterns can help investors better assess the risk in city selection strategies[…]
Chairing PERE Investor Forum: Shanghai on June 28th
Robert Ciemniak, the Founder-CEO of Real Estate Foresight, will chair again the PERE Investor Forum: Shanghai, this year on June 28th. One of the hot topics in 2018: opportunities in co-working and co-living sectors – against the backdrop of the richly priced traditional commercial sectors, policy cooling measures and push for the development of the[…]
Booming Housing Markets in China on the Boarder with North Korea?
There have been a number of reports about the hot property market in Dandong, a Chinese city on the border with North Korea. Here’s Real Estate Foresight’s dynamic view of the house price growth momentum in the city over time, monthly from January 2015 to April 2018, showing the city’s improving performance. We calculate the[…]
Expanding the City Reports on Chinese Cities
We are expanding the depth of data analysis in our monthly City Reports on major Chinese cities, largely thanks to the automation of research and production that is proving to save huge amounts of time, the benefit we can pass on to clients.
Visualising China House Prices
This heatmap from Real Estate Foresight illustrates the patterns of the year-on-year house price growth in China for each of the major 70 cities (each little row) and overall across these cities, between January 2011 and February 2018, using the monthly price index data from the National Bureau of Statistics, including the latest for February,[…]
Chairing PERE Asia Summit 2018
On March 7, Robert Ciemniak, the Founder-CEO of Real Estate Foresight, chaired the first day of the 11th PERE Asia Summit in Hong Kong. 500 attendees from around 30 countries over two days. How interesting that the technology impact on real estate gets more and more prominent in the discussions at such key industry events[…]
“Are safe havens always preferable to higher risk places?” PERE Asia Panel
“Are safe havens always preferable to higher risk places?”. This was the panel discussion moderated the other week by Robert Ciemniak, the Founder-CEO of Real Estate Foresight, at the 11th PERE Asia Summit in Hong Kong. As the rich pricing in the gateway cities continues to direct investors’ interest (though not necessarily action, as the[…]
For the (Chinese) love of AI…
An interesting piece in NYT on China and the AI race. Another major development was the 3-year Action Plan released by the Ministry of Industry and Information Technology of China in mid-December, to develop the AI industries in China over the period 2018-2020 ài (愛): “to love; to be fond of; to like; affection; to[…]
2018 Forecast
Real Estate Foresight has published the 2018 Forecast for China housing markets, now the 5th year of our annual forecasts. Our main scenario is a gradual slowdown in the y/y price growth, with sales volumes slowing further but proving more resilient. Watch the land supply as the key factor for 2018, and the ‘city rotation’[…]
China Property
MACRO VIEW
With flagship China Property reports and private briefings, we help clients form a view, identify turning points in the market, and provide clients with extensive analysis of latest data, qualitative and policy factors
CityScreener
CITIES & DISTRICTS
With CityScreener™ reports, we help clients identify opportunity areas and support clients in top-down multi-criteria city selection and assessment and monitoring of exposure, based on relative attractiveness of cities
Quantiviable
ANALYZE ONLINE
With QuantiviableTM we provide clients with an online analytics companion – an interactive charting tool that uses our ranking-data for evaluating relative attractiveness of districts, developers or cities on multiple criteria
CITY INSIGHTS
CITY REPORTS
With City Reports, we help clients gain quick and practical insights into housing prices and sales volumes dynamics, inventory, land sales, new starts, at a city and district level for major cities.
Due Diligence
DEEP DIVE
Through in-depth market studies, we support clients in due diligence and strategic project decisions, providing an independent assessment rigorously grounded in a combination of data-driven primary and secondary research
PROJECT SALES
PROJECT ANALYSIS
With Project Detail Analytics, we help clients monitor sales at a project level, collecting, crunching and visualizing the data in an innovative way.
How are we different?
We apply advanced data analytics tools and combine data science and technology with on-the-ground research, with a track record in accurately forecasting the Chinese housing markets.
On-The-Ground Research
Technology solutions and skills we have developed enable us to provide clients with unique insights by capturing and analyzing larger volumes of data as well as making sense of extensive qualitative content.
Thanks to collaboration with data partners, especially Beijing-based SouFun - China Index Academy, we are able to build our proprietary analytics on top of private raw data.
At the same time, thanks to our specialization and focus on China property markets, we stay very close to the market talk and engage with wide range of market participants on a daily basis, which gives us first-hand insights into what is going on. Our founder Robert Ciemniak is a frequent speaker, moderator and panelist at key industry events on China.
Track record
… with house price forecasts, city selection, due diligence market studies
Technology & Analytics
… driven, working with small and big data and proprietary tools
Data Partners
… include SouFun-China Index Academy in Beijing
Independence & Specialization
… independent from brokerage, fund raising, securities trading, and focused on China real estate markets
Core team
We work through our core team of analysts / data scientists and software engineers, with support from our network of experts.
Robert Ciemniak
Erica Chung
Gavin Li
Andrew Ness
David Schlesinger
Lijun (Isabel) Cao
Jan Skopecek
Patrick Lecomte
Dipyaman Sanyal
