Real Estate Foresight Updates, Media Coverage, Conferences
The 4th Annual ‘China Districts’ Report By Real Estate Foresight Predicts Future Hotspots In The Housing Markets
Here are the highlights from the 4th Annual ‘China Districts’ Report By Real Estate Foresight: — Jintang County in Chengdu, Xinzhou County in Wuhan, and Huangpu District in Guangzhou are the top picks — Analysis based on price and volume performance metrics across 170 districts in 20 major cities in China — In hindsight: predictions made a year ago have[…]
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 […]
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 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[…]
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
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[…]
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.
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[…]
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[…]
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[…]
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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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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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
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
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
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.
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
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.
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.
… with house price forecasts, city selection, due diligence market studies
Technology & Analytics
… driven, working with small and big data and proprietary tools
… include SouFun-China Index Academy in Beijing
Independence & Specialization
… independent from brokerage, fund raising, securities trading, and focused on China real estate markets