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  […]

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[…]

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,[…]

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’[…]

6th Annual China Property Outlook seminar by Real Estate Foresight

In January, we held our 6th annual China Property Outlook seminar by Real Estate Foresight in Hong Kong. Big thanks to Baker McKenzie for hosting the event, and to the guest speakers including Warut Promboon蔡善其 (Bondcritic), Dr Jim Walker (Asianomics), Rico Chan (Baker McKenzie) and David Schlesinger (Tripod Advisors).