Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

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)

Here's a puzzle. How come the NBS metrics show an accelerating house price growth in October when you hear all the news and anecdotes about discounted prices, the "coming winter" for the housing market and a surge in financing costs?

Here's a puzzle. How come the NBS metrics show an accelerating house price growth in October when you hear all the news and anecdotes about discounted prices, the "coming winter" for the housing market and a surge in financing costs?

China Housing: The Puzzling Price Growth - October NBS Data

The National Bureau of Statistics (NBS) released today the key China data for October, related to property sales and investments by developers at a national level, showing the decelerating growth of new home sales volumes (residential gross floor area for "commercial residential" property). This was expected, though the weekly data for 12 major cities indicates more positive growth in November.

The National Bureau of Statistics (NBS) released today the key China data for October, related to property sales and investments by developers at a national level, showing the decelerating growth of new home sales volumes (residential gross floor area for "commercial residential" property). This was expected, though the weekly data for 12 major cities indicates more positive growth in November. 

China Housing: Sales Volume Growth Slows Down In October But Weekly November Data More Positive

New home sales price and volume data for September released by the National Bureau of Statistics (NBS) last Friday and Saturday shows the average house price growth for 70 major cities is slowing month-on-month but still accelerating year-on-year. New home sales volumes growth in gross floor area was only slightly slower year-to-date year-on-year. The private weekly October data points at a much slower growth ahead.

New home sales price and volume data for September released by the National Bureau of Statistics (NBS) last Friday and Saturday shows the average house price growth for 70 major cities is slowing month-on-month but still accelerating year-on-year. New home sales volumes growth in gross floor area was only slightly slower year-to-date year-on-year. The private weekly October data points at a much slower growth ahead.

China Housing: September Price And Volume Data Still Strong But Expect Weaker October

In our 4th annual China Districts report, we identify the districts and counties with the most likely upside potential for the local housing markets, based on the patterns of growth in sales volumes and average prices, overlaid with qualitative factors. The predictions from a year ago have proven to be highly accurate. We also look at the overall patterns for more macro insights.

In our 4th annual China Districts report, we identify the districts and counties with the most likely upside potential for the local housing markets, based on the patterns of growth in sales volumes and average prices, overlaid with qualitative factors. The predictions from a year ago have proven to be highly accurate. We also look at the overall patterns for more macro insights.

China Housing: 4th Annual China Districts Report - Top Picks For The Next 1-2 Years (Highlights)

In this Weekly Sales note, we analyze the weekly sales volume data (in Gross Floor Area) for 12 major (4 Tier-1, 8 Tier-2) cities with consistent data to October 7. The 4-week y/y growth turned negative, in contrast to the trend over the prior months, driven by the Tier-2 cities, while the Tier-1 maintained positive growth.

In this Weekly Sales note, we analyze the weekly sales volume data (in Gross Floor Area) for 12 major (4 Tier-1, 8 Tier-2) cities with consistent data to October 7. The 4-week y/y growth turned negative, in contrast to the trend over the prior months, driven by the Tier-2 cities, while the Tier-1 maintained positive growth.

China Housing: Weekly (To October 7th) Sales Data Points At A Slowdown In Tier-2 Cities

China

Midea Real Estate Holding Limited is an investment holding company that provides property management services, asset operation, real estate technology, and project management services. The company has transitioned to an asset-light model, focusing on integrated property services and smart living solutions. It was founded in 2004 and is headquartered in Foshan, China.

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Midea Real Estate Holding (3990 HK)

China Housing: The Puzzling Price Growth - October NBS Data

Here's a puzzle. How come the NBS metrics show an accelerating house price growth in October when you hear all the news and anecdotes about...

Robert Ciemniak

China Housing: Sales Volume Growth Slows Down In October But Weekly November Data More Positive

The National Bureau of Statistics (NBS) released today the key China data for October, related to property sales and investments by developers at a...

Robert Ciemniak

China Housing: September Price And Volume Data Still Strong But Expect Weaker October

New home sales price and volume data for September released by the National Bureau of Statistics (NBS) last Friday and Saturday shows the average...

Robert Ciemniak

China Housing: 4th Annual China Districts Report - Top Picks For The Next 1-2 Years (Highlights)

In our 4th annual China Districts report, we identify the districts and counties with the most likely upside potential for the local housing...

Robert Ciemniak

China Housing: Weekly (To October 7th) Sales Data Points At A Slowdown In Tier-2 Cities

In this Weekly Sales note, we analyze the weekly sales volume data (in Gross Floor Area) for 12 major (4 Tier-1, 8 Tier-2) cities with consistent...

Robert Ciemniak

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