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[…]

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[…]