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 - A Shift To Secondary Markets?

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 26-Feb 1, 2024

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 19-25, 2024

China Property: In Hindsight On 2023 and 2022 Forecasts | "Draw The Line" 2024

China Property: 2023 In Word Frequency Charts

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 Equity real estate investment trusts (reits) / Thematic (Sector/Industry)

<ul>
<li>In this note, we share highlights from our 12th annual China Property Outlook, the 2024 forecasts for China housing markets, and the core themes</li>
<li>The main 2024 scenarios: NBS national 'commercial residential' new home sales in GFA terms to decline by 3.5% (less negative vs -8.2% for 2023), new starts by 10%</li>
<li>The shift in demand from primary to secondary markets, the 'three major projects', greater divergence between cities, and support for developers, are our core themes for 2024</li>
</ul>


In this note, we share highlights from our 12th annual China Property Outlook, the 2024 forecasts for China housing markets, and the core themes
The main 2024 scenarios: NBS national 'commercial residential' new home sales in GFA terms to decline by 3.5% (less negative vs -8.2% for 2023), new starts by 10%
The shift in demand from primary to secondary markets, the 'three major projects', greater divergence between cities, and support for developers, are our core themes for 2024


China Overseas Land & Investment (688 HK)

Hangzhou Binjiang Real Estate Grp (002244 CH)

Highlights from the 12th Annual China Property Outlook - 2024 Forecast