LATEST NEWS
Real Estate Foresight Updates, Media Coverage, Conferences
On Bloomberg about Rental Housing in China
Robert Ciemniak, the Founder-CEO of Real Estate Foresight, was quoted in the Bloomberg article “China’s Rental Surge Is a Gordian Knot” about the rental housing market in China, in a story about the rising rents: China’s Rental Surge Is a Gordian Knot It’s hard to decree and investment boom while holding prices down […]
China ULTRA – Urban Long Term Rental Apartments: Primer on Rental Housing
A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017, and the bottom-up need driven by affordability problems and changing mindsets have taken the rental housing market centre stage in the China property sector. Yet has anyone really figured out how to[…]
Robo-Analysts In Action
Robo-analysts in action on real estate research: China City Reports by Real Estate Foresight now cover 25+ major cities in China, with analytical views and charts on prices, volumes, inventory, land and a range of metrics from granular data. All powered by a mix of human and AI, with production fully automated. The automation systems[…]
The Three Games in China Housing Markets – Podcast
In the Expert Series podcast by View from the Peak, Robert Ciemniak, the Founder-CEO of Real Estate Foresight talks about the three games shaping the dynamics of the China housing markets today: https://lnkd.in/fSSbN4h
Western Media Sentiment On China
How’s the sentiment on China in major Western media? Real Estate Foresight’s sentiment index (see the chart) shows clearly a deteriorating trend. Interestingly, the patterns of index movements in blue line below relate quite closely to the changes in the Shanghai Stock Exchange stock index – the red line. The index is based on the[…]
REF Showcase Online
We have put a full set of samples of our ongoing research on China housing markets into an easy-to-read, quick-to-download format online. Access on request, for qualifying institutional players only – contact us directly.
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[…]
Property Developers
From the in-depth project market due diligence to strategy development and city selection models, REF supports clients in more data- and analytics-driven decisions – in the market that is no longer ‘easy money’ for developers, with high land prices, more competition and discerning buyers
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Private Equity Real Estate Investors, Funds, Lenders
Independent and fast assessment of opportunities and underwriting assumptions, extensive and ongoing market research, and support for investor communications, help clients through all stages of the China investments
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High Yield, Long/ Short, Event Driven Funds, Investors
Investors in securities can gain the edge through a much finer, granular view on what’s really happening in the (often misunderstood) China housing market and its sub-segments, related data, and in how to interpret the latest events
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Global Macro
Deep insights into the China housing market inform the persistent macro questions about ‘the bubble’ and ‘the systemic risk’ in China, with the economic significance of the sector, impact on the commodities markets, its ties to shadow banking, local government debt and policy makers sensitivity to the sector
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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
