Introducing BAYWATCH – Actionable Data Analysis On GBA Housing Markets

With the GBA blueprint release on February 18, 2019, and the rising interest in the GBA, Real Estate Foresight (REF) is introducing ’Baywatch’ as the new research report, with an in-depth focus on the 9 mainland cities in the GBA. Our goal is to provide the most comprehensive and independent data-driven analysis of the housing[…]

REF Analysis On GBA Featured in South China Morning Post

Real Estate Foresight’s analysis of land acquisitions (residential and mixed-use) in the Greater Bay Area by major developers featured in SCMP today: https://www.scmp.com/business/article/2186844/property-giants-including-china-vanke-country-garden-splash-out-us16

From Our 7th Annual China Property Outlook Conference

From our 7th annual China Property Outlook seminar by Real Estate Foresight, held yesterday in Hong Kong. Delighted to see 60+ attendees, ranging from foreign institutional investors to Chinese developers. The overall sentiment for China residential market in 2019 more negative (from the high base), but with highly diverse views among participants, with no lack[…]

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[…]