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

Macroeconomics

<ul>
<li>We hosted a Real Estate Foresight Webinar on Sep 20, with our latest take on China's housing markets after the recent policy easing wave</li>
<li>Can we see the impact of the policy easing? How much of further stimulus to expect? What will be the 'next normal' for new home sales after the downturn?</li>
<li>A quick poll of the participants (experienced professionals in China property) showed a 100% consensus that more easing will be needed to trigger a rebound in new home sales</li>
</ul>


We hosted a Real Estate Foresight Webinar on Sep 20, with our latest take on China's housing markets after the recent policy easing wave
Can we see the impact of the policy easing? How much of further stimulus to expect? What will be the 'next normal' for new home sales after the downturn?
A quick poll of the participants (experienced professionals in China property) showed a 100% consensus that more easing will be needed to trigger a rebound in new home sales


China Housing - And The Sum Of All Tiers [Webinar Presentation Video]

Thematic (Sector/Industry)

<ul>
<li>A weekly curated selection of Chinese news articles and company announcements focused on developers in distress</li>
<li>We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market</li>
<li>We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources</li>
</ul>


A weekly curated selection of Chinese news articles and company announcements focused on developers in distress
We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources


China Property Developers In Distress - Weekly News & Announcements Tracker | 1-7 September 2023

<ul>
<li>A weekly curated selection of Chinese news articles and company announcements focused on developers in distress</li>
<li>We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market</li>
<li>We do not verify the underlying data or provide any opinion, we only select and summarize the information; see direct links to sources</li>
</ul>


A weekly curated selection of Chinese news articles and company announcements focused on developers in distress
We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion, we only select and summarize the information; see direct links to sources


China Property Developers In Distress - Weekly News & Announcements Tracker | 25-31 August 2023

<ul>
<li>China housing metrics for July and August remained weak, in line with our forecast from December data, but watch out for some major data twists</li>
<li>The new wave of policy easing responds to the re-weakening of the market since April, though the impact may not show quickly, as the Zhengzhou example illustrates</li>
<li>Cities are quick to implement the new rules, including Shenzhen, Chengdu, and Guangzhou in the past few days </li>
</ul>


China housing metrics for July and August remained weak, in line with our forecast from December data, but watch out for some major data twists
The new wave of policy easing responds to the re-weakening of the market since April, though the impact may not show quickly, as the Zhengzhou example illustrates
Cities are quick to implement the new rules, including Shenzhen, Chengdu, and Guangzhou in the past few days 


China Property - The Latest Signals In The Housing Markets: August 2023

China Property Developers In Distress - Weekly News & Announcements Tracker | 18-24 August 2023

China

Sunac China Holdings Ltd. is a major property developer specializing in large-scale, medium to high-end residential and commercial properties. The company also diversifies into cultural tourism, property management, hotels, and ice and snow operations. It was founded in 2003 and is headquartered in Tianjin, China.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Sunac China (1918 HK)

China Housing - And The Sum Of All Tiers [Webinar Presentation Video]

Real Estate Foresight hosted a webinar on Sep 20, with our latest take on China's housing markets after the recent policy-easing wave. Watch the...

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 1-7 September 2023

A weekly curated selection of Chinese news articles and company announcements focused on developers in distress. Key points in summaries.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 25-31 August 2023

A curated selection of Chinese news for developers in distress, including deals, updates, project progress, and market commentaries.

Robert Ciemniak

China Property - The Latest Signals In The Housing Markets: August 2023

China Property: We highlight the latest indicators for July and August for the new home markets in China, as well as the latest policy developments.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 18-24 August 2023

A weekly curation of select local Chinese news articles, WeChat posts, and company announcements focused on property developers in distress and the...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China Housing - And The Sum Of All Tiers [Webinar Presentation Video]

Real Estate Foresight hosted a webinar on Sep 20, with our latest take on China's housing markets after the recent policy-easing wave. Watch the...

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 1-7 September 2023

A weekly curated selection of Chinese news articles and company announcements focused on developers in distress. Key points in summaries.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 25-31 August 2023

​A curated selection of Chinese news for developers in distress, including deals, updates, project progress, and market commentaries.

Robert Ciemniak

China Property - The Latest Signals In The Housing Markets: August 2023

China Property: We highlight the latest indicators for July and August for the new home markets in China, as well as the latest policy developments.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 18-24 August 2023

A weekly curation of select local Chinese news articles, WeChat posts, and company announcements focused on property developers in distress and the...

Robert Ciemniak

A curated selection of Chinese news for developers in distress, including deals, updates, project progress, and market commentaries.