National New Home Sales by Year
National New Home Sales by Year

China Real Estate Independent Research

Research   |   Strategy   |   IR   |   Market Intelligence

Focused on China Property Markets Since 2012
Based in Hong Kong

From assessments and estimates on distressed developers' project portfolios to macro-level questions about the market catalysts. Since 2012, Real Estate Foresight has been helping investors and developers with market research, project due diligence, strategy development and communications. Based in Hong Kong.

How Customers Use Our Research

Manager icon
Credit Analyst, Distressed Debt Fund
What's the underlying project portfolio worth? How are specific projects performing? What do local sources say about the projects, developer, and local sentiment?
CEO, Private Equity Real Estate Fund
You seek an edge, beyond capital – for your deals, for your team, for your LPs. In the data-driven world, how do you ensure your teams are on top of the market?
CEO icon
Director icon
Director, Private Equity Real Estate Fund
You are looking at the potential deal and need to build confidence in the underwriting assumptions on pricing, volumes, and demand-supply outlook… for yesterday.
China Analyst, Macro Hedge Fund
What will be the market catalyst? What differentiated view can you fathom about the underlying property market? How bad is the situation in lower-tier cities really? What will be the impact of new land sales rules?
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Officer icon
IR Officer, Credit Fund
How do we address these long-term doubts and default worries questions from investors? How do we best communicate real market dynamics? We need that deck in a week…
Manager icon
Credit Analyst, Distressed Debt Fund
What's the underlying project portfolio worth? How are specific projects performing? What do local sources say about the projects, developer, and local sentiment?
CEO icon
CEO, Private Equity Real Estate Fund
You seek an edge, beyond capital – for your deals, for your team, for your LPs. In the data-driven world, how do you ensure your teams are on top of the market?
Director icon
Director, Private Equity Real Estate Fund
You are looking at the potential deal and need to build confidence in the underwriting assumptions on pricing, volumes, and demand-supply outlook… for yesterday.
Analyst icon
China Analyst, Macro Hedge Fund
What will be the market catalyst? What differentiated view can you fathom about the underlying property market? How bad is the situation in lower-tier cities really? What will be the impact of new land sales rules?
Officer icon
IR Officer, Credit Fund
How do we address these long-term doubts and default worries questions from investors? How do we best communicate real market dynamics? We need that deck in a week…

Real Estate Foresight In The Media

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Real Estate Foresight at Conferences

Robert Ciemniak has delivered over 50 conference presentations, panels and private briefings in recent years, for investors in the US, Europe and Asia.
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Recent Commentary on the Stimulus and China Housing (Oct 9, 2024)

Interview with Robert Ciemniak

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China Property, China CityScreenerTM and Special Reports

Report Preview

Get a feel for our regular coverage and special notes

  • China Property
  • China CityScreenerTM
  • "Follow The Money" Special
(For institutional investors, developers)

How are we different

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DEEP SPECIALIZATION

12+ years of deep specialization in China housing sector, expanding to data centers, logistics

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INDEPENDENT RESEARCH

Independent from any brokerage or securities business

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DATA-DRIVEN

Obsessed with data and with a strong track record of predictive insights

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POWERED BY TECHNOLOGY

Powerful AI-powered proprietary technology for data collection and automation

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DATA PARTNERS

Collaboration with Beijing-based data partner China Index Academy

Services by Real Estate Foresight

From the regular research reports and data updates, to real-time market intelligence SaaS terminal, and the highly customized due diligence work and IR projects
China Property Product Screenshot
CHINA FORECAST
Subscription

China Forecast is our regular research package for the housing markets, with the monthly, quarterly and weekly reports and data updates, as well as 40+ city reports and thematic research. Plus the analyst calls, our annual conference and more.   More info >>

Bespoke Research Screenshot
BESPOKE RESEARCH
Projects

Ranging from the Rapid Due Diligence on the underwriting assumptions for a development project, to Market Primers and IR support, our bespoke research covers multiple sectors, with the focus on housing markets and data centers.   More info >>

Bespoke Research Screenshot
Market Intelligence Screenshot
MARKET INTELLIGENCE TERMINAL
Subscription / SaaS

SignalliumTM China Property serves as a market intelligence terminal. Sector models (not just housing) and AI-powered filtering pick up headline level signals and intel from 2,500+ local sources across 100+ cities and 300+ developers. A resource to gain an information edge and save research time.   More info >>

Core Team

Robert
Robert Ciemniak
Founder-CEO & Chief Analyst
Erica
Erica Chung
Senior Analyst
Gavin
Gavin Li
Lead Software Engineer
Alan
Alan Dalgleish
SENIOR ADVISOR

Army of Robots

Robots

An army of robo-analysts supports our Human Team.

With proprietary technology from Real Estate Foresight's sister venture Robotic Online Intelligence, we automate many functions in data collection, processing, analysis and publishing, as well as the market intelligence.

Our Network of Experts Includes

David
David Schlesinger
FOUNDER, TRIPOD ADVISORS
Andrew
Andrew Ness
Senior Advisor
Jan
Jan Skopecek
STRATEGIC ADVISOR & CONSULTANT
Isabel
Lijun (Isabel) Cao
MEMBER OF CHINA EXPERT NETWORK
Dipyaman
Dipyaman Sanyal
Founder and CEO, dōnō consulting

Data Partners

Thanks to the collaboration with data partners, incl. Beijing-based China Index Academy, we build our proprietary analytics on top of licensed raw data.

Real Estate Foresight Blog

Robert Ciemniak on China Housing Markets - CGTN Interview 9 Oct 2024

9 October, 2024

On CGTN, Robert Ciemniak's commentary on the impact of the latest China stimulus measures on the housing market. …

China House Prices Animation June 2021 - July 2024

17 August, 2024

Here's our 'bubble chart animation' from Real Estate Foresight (REF), showing the official NBS new home price growth indices month-on-month (X-axis) since the peak of mid-2021 against the cumulative change since June 2021 (the onset of the downturn; Y-axis, June 2021 = 100), to the latest July 2024 data released last week by NBS. …

IMF Article IV Consultation Paper - China

2 August, 2024

Worth reading along with the official response/commentary (last 18 pages). …

Real Estate Foresight Blog

Robert Ciemniak on China Housing Markets - CGTN Interview 9 Oct 2024

9 October, 2024

On CGTN, Robert Ciemniak's commentary on the impact of the latest China stimulus measures on the housing market. …

China House Prices Animation June 2021 - July 2024

17 August, 2024

Here's our 'bubble chart animation' from Real Estate Foresight (REF), showing the official NBS new home price growth indices month-on-month (X-axis) since the peak of mid-2021 against the cumulative change since June 2021 (the onset of the downturn; Y-axis, June 2021 = 100), to the latest July 2024 data released last week by NBS. …

IMF Article IV Consultation Paper - China

2 August, 2024

Worth reading along with the official response/commentary (last 18 pages). …

Recent Significant Developments in China Property Markets

Curated headline highlights from SignalliumTM China Property
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