Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Robert is the Founder-CEO & Chief Analyst of Real Estate Foresight Ltd (REF) (www.realestateforesight.com), an independent analytics, research, and consulting firm based in Hong Kong and focused on the Mainland China property markets. 

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development.

This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities.

The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

More info: https://www.realestateforesight.com

Robert started the company in 2012, after 13 years at Thomson Reuters in two major roles as Global Head of Real Estate Markets (London/Hong Kong) and earlier as Head of Corporate Foresight in Group Strategy in London. He holds a dual MBA degree from London Business School and Columbia Business School in New York, and MSc from Warsaw School of Economics. Robert holds an international master in chess title.

In 2017, Robert founded Robotic Online Intelligence Ltd (ROI) (www.roboticonline.ai), a startup in AI-powered automation of research for data collection and market intelligence, serving primarily data companies and research firms. 

ROI's Kubro(TM) Information Engine enterprise SaaS solution has been deployed commercially since 2018, with clients in the US, UK, and Asia, in areas ranging from real estate, and policy research, to data centers, and carbon and digital asset markets.

Founder-CEO & Chief Analyst

China Property: House Price Growth In August Decelerates Faster Across Tiers (Today's NBS Data)

China Housing Market: July Price Growth Y/Y Decelerates Further But Accelerates In Lower-Tier Cities

China Housing Forecast - Price Growth To Cool Only Gradually In H2 2017 Thanks To Lower Tier Cities

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

China Real estate management and development / Thematic (Sector/Industry)

Dalian Wanda Commercial Properties (1567411D HK)

<p>Another wave of tightening of the China's housing markets announced a couple of days ago is focused on select 8 cities: Chongqing, Nanning, Nanchang, Shijiazhuang, Guiyang, Changsha, Xi'an, and Wuhan.  The chart below maps 70 major cities using NBS house price indices showing a 12M and 3M price performance and highlights the cities that came under greater tightening. They include cities with some of the fastest rising prices (incl. <a href="https://www.smartkarma.com/insights/china-housing-beyond-cities-china-districts-2017-report-highlights" target="_blank">Chongqing we highlighted in our China Districts 2017 analysis</a>)…</p>

Another wave of tightening of the China's housing markets announced a couple of days ago is focused on select 8 cities: Chongqing, Nanning, Nanchang, Shijiazhuang, Guiyang, Changsha, Xi'an, and Wuhan.  The chart below maps 70 major cities using NBS house price indices showing a 12M and 3M price performance and highlights the cities that came under greater tightening. They include cities with some of the fastest rising prices (incl. Chongqing we highlighted in our China Districts 2017 analysis)…

China Housing: New Home Purchase Restrictions Target Select 8 (Outperforming) Cities