China Property Chart of the Month Real Estate Foresight
China Property Chart of the Month Real Estate Foresight

China Real Estate Independent Research

Research   |   Strategy   |   IR   |   Market Intelligence

Data-driven independent research on China property markets

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

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, 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.
Director icon
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?
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?
Manager icon
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…
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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Annual China Property Outlook by Real Estate Foresight

Video highlights from our 9th Annual China Property Outlook

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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

9+ 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
Isabel
Lijun (Isabel) Cao
SENIOR CHINA ADVISOR
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
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 Property Breakfast - Back To In-Person Events!

22 October, 2021

Real Estate Foresight hosted a private China Property Breakfast for 30+ attendees on Oct 20 in Hong Kong …

China House Prices in September (NBS data)

20 October, 2021

September marks the first house price decline since 2015 on a sequential m/m basis for the simple average of the 70 major cities with the NBS house price indices. …

China Property: September 2021 Volume Growth

18 October, 2021

In today's Data Update from Real Estate Foresight, we look,  as always, at a wide range of metrics and calculations, to help investors form a more comprehensive view. …

Real Estate Foresight Blog

China Property Breakfast - Back To In-Person Events!

22 October, 2021

Real Estate Foresight hosted a private China Property Breakfast for 30+ attendees on Oct 20 in Hong Kong …

China House Prices in September (NBS data)

20 October, 2021

September marks the first house price decline since 2015 on a sequential m/m basis for the simple average of the 70 major cities with the NBS house price indices. …

China Property: September 2021 Volume Growth

18 October, 2021

In today's Data Update from Real Estate Foresight, we look,  as always, at a wide range of metrics and calculations, to help investors form a more comprehensive view. …

Recent Significant Developments in China Property Markets

Curated headline highlights from SignalliumTM China Property
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[00960] LONGFOR GROUP: CONNECTED TRANS ... Google Translate
Found on 2021/12/08 | Source: hkexnews.hk
[01777] FANTASIA: LIST OF DIRECTORS AN ... Google Translate
Found on 2021/12/08 | Source: hkexnews.hk
[01918] SUNAC: DISCLOSEABLE TRANSACTIO ... Google Translate
Found on 2021/12/08 | Source: hkexnews.hk