"Draw the line" - Real Estate Foresight annual China Property Outlook (CPO)
"Draw the line" - Real Estate Foresight annual China Property Outlook (CPO)

China Real Estate Independent Research

Research   |   Strategy   |   IR   |   Market Intelligence

Data-driven independent research on China property markets

From assessing project portfolios and detailed underwriting assumptions, to macro-level questions. 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.

Use Cases

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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, 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.
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China Analyst, Macro Hedge Fund
How bad is the situation in lower-tier cities really? Does this default matter? What will be the impact of new land sales rules?
Portfolio Manager, High Yield / Equities
What differentiated view can you fathom about the underlying property market? What do local sources say about that stock price move, what’s really happening?
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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…
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
How bad is the situation in lower-tier cities really? Does this default matter? What will be the impact of new land sales rules?
Manager icon
Portfolio Manager, High Yield / Equities
What differentiated view can you fathom about the underlying property market? What do local sources say about that stock price move, what’s really happening?
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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10th Annual China Property Outlook by Real Estate Foresight

Four minutes about the land markets – 24 March 2022

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China Property, China CityScreenerTM and Special Reports

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How are we different

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DEEP SPECIALIZATION

10+ 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
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CHINA FORECAST
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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 >>

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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 >>

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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 private raw data.

Real Estate Foresight Blog

China Macro-Property Indicators for April 2022 (NBS)

16 May, 2022

From today's Data Update by Real Estate Foresight on key China macro-property data for January-April 2022 …

Macro-Property Indicators for March 2022 (NBS)

18 April, 2022

From today's Data Update by Real Estate Foresight on key macro-property data for January-March 2022 …

China House Prices In March 2022 - NBS Data

15 April, 2022

New home prices in China stayed practically flat m/m in March, continuing to decelerate y/y, based on the official NBS data for 70 major cities …

Real Estate Foresight Blog

China Macro-Property Indicators for April 2022 (NBS)

16 May, 2022

From today's Data Update by Real Estate Foresight on key China macro-property data for January-April 2022 …

Macro-Property Indicators for March 2022 (NBS)

18 April, 2022

From today's Data Update by Real Estate Foresight on key macro-property data for January-March 2022 …

China House Prices In March 2022 - NBS Data

15 April, 2022

New home prices in China stayed practically flat m/m in March, continuing to decelerate y/y, based on the official NBS data for 70 major cities …

Recent Significant Developments in China Property Markets

Curated headline highlights from SignalliumTM China Property
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武汉：二孩三孩家庭增加买房资格，四大远城区取消限购
Wuhan: Families with two children and three children increase their qualifications to buy a house, and the four major urban areas cancel the ... Google Translate
Found on 2022/05/22 | Source: wallstreetcn.com
官宣！济南楼市调控政策，有调整！
Official announcement! Jinan property market regulation policy, there are adjustments! Google Translate
Found on 2022/05/22 | Source: sina.com.cn
碧桂园等房企能够成功发债的原因还在于其本身具有开发经营能力强、财务相对稳健等 ...
The reason why Developers such as Country Garden Holdings Co Ltd can successfully issue bonds is that they have the characteristics of strong ... Google Translate
Found on 2022/05/22 | Source: jiemian.com
青岛出台11条举措推进基础设施REITs产业发展
Qingdao introduced 11 measures to promote the development of infrastructure REITs industry Google Translate
Found on 2022/05/22 | Source: sina.com.cn
宁波市区2022年供地计划出炉，住宅用地供应量690.64公顷！
The land supply plan in Ningbo City in 2022 has been released, and the supply of residential land is 690.64 hectares! Google Translate
Found on 2022/05/22 | Source: loupan.com
郑州首批宅地集中出让15幅，起拍总价104.76亿元
The first batch of residential land piece in Zhengzhou was sold 15 pieces, with a total starting price of 10.476 billion yuan Google Translate
Found on 2022/05/21 | Source: ifeng.com
Goldman Sachs expects one third of HY ...
 Google Translate
Found on 2022/05/20 | Source: channelnewsasia.com
央行上海总部：4月人民币存款增加2300亿元 住户存款增加91亿元
PBoC Shanghai Headquarters: RMB deposits increased by 230 billion yuan in April, household deposits increased by 9.1 billion yuan Google Translate
Found on 2022/05/20 | Source: guandian.cn
四川三友集团1.9亿元拍得成都成华区一宗商住地 楼面价
Sichuan Sanyou Group acquired a commercial and residential land in Chenghua District, Chengdu for 190 million yuan Google Translate
Found on 2022/05/20 | Source: jrj.com.cn
花样年向中交地产出售中交花创51%股权 总交易金额7.61亿元
Fantasia sold 51% equity of CCCG Real Estate Co Ltd with a total transaction value of 761 million yuan Google Translate
Found on 2022/05/20 | Source: china.com.cn
信达地产12亿元公司债完成发行 最终利率为3.45%及3.70%
Cinda Real Estate Co Ltd completed the issuance of 1.2 billion corporate bonds with final interest rates of 3.45% and 3.70% Google Translate
Found on 2022/05/20 | Source: guandian.cn
快讯｜央行公布5月LPR：5年期以上降至4.45% 1年期不变
News | The PBoC announced in May LPR: the 5-year period fell to 4.45%, and the 1-year period remained unchanged Google Translate
Found on 2022/05/20 | Source: caijing.com.cn

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