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[…]

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[…]

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[…]

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[…]

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,[…]