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 Housing: Land Sales In Beijing, Shanghai and Guangzhou Picked Up Further In Jan-Apr Y/Y

China Housing: The Cyclicality of City-Level Markets

The Week that Was in Greater China@Smartkarma: We Have Cars, Houses, Sports and Great Stock Calls

China Property: Land Sales Growth Remains Muted (Jan-Jul Data)

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 Materials / Thematic (Sector/Industry)

Dalian Wanda Commercial Properties (1567411D HK)

Despite <a href="https://www.smartkarma.com/insights/china-house-prices-accelerating-16-6-y-y-in-sep-vs-13-8-in-aug-soufun-creis-100-cities-index" target="_blank">strong increases in house prices</a>, the land sales growth in China looks relatively low in the latest January-September data.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/015/610/original/Screen%20Shot%202016-10-31%20at%2010.26.02.png?1477880966" class="editor-image img-responsive" data-smartkarma-image-id="15610"></figure>The land sales dynamics, like the other property metrics, vary significantly across cities. For example in Zhengzhou, land sales picked up very strongly with jumping sales volumes and prices (<a href="https://www.smartkarma.com/insights/china-property-the-case-of-zhengzhou-with-a-ghost-town-myth-and-bubble-worries" target="_blank">see our Case of Zhengzhou note</a>).For January-September 2016 period (latest complete data), overall land sales of residential (incl. mixed use) land GFA in 40 major cities (Tier-1…

Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales dynamics, like the other property metrics, vary significantly across cities. For example in Zhengzhou, land sales picked up very strongly with jumping sales volumes and prices (see our Case of Zhengzhou note).For January-September 2016 period (latest complete data), overall land sales of residential (incl. mixed use) land GFA in 40 major cities (Tier-1…

China National Building Material (3323 HK)

Zhejiang Longsheng Group Co., (600352 CH)

Jinduicheng Molybdenum Co, Ltd. (601958 CH)

Macrolink Culturaltainment Development Co., Ltd. (000620 CH)

Macrolink Culturaltainment Development Co., Ltd.

Gansu Jiu Steel Group Hongxing Iron (600307 CH)

Chongqing Iron & Steel Co Ltd H (1053 HK)

Beijing Urban Const. Inv. & Dev. Co. (600266 CH)

Inner Mongolia Baotou Steel Union (600010 CH)

Jiangsu Protruly Technology Group (600074 CH)

Poly Real Estate Group Co., Ltd (600048 CH)

Inner Mngl Jnzhng Eng & Cmci Gp (601216 CH)

Shandong Sinobioway Biomedicine (002581 CH)

Tongling Nonferrous Metals Group (000630 CH)

Grandjoy Holdings Group Co., Ltd. A (000031 CH)

China Merchants Property Develpmt (200024 CH)

Beijing Capital Development Co, Ltd. (600376 CH)

Shandong Gold Mining Co., Ltd (600547 CH)

Shanghai Lujiazui Finance & Trade Zone (600663 CH)

Shenzhen Worldunion Proprts Cnsltncy (002285 CH)

China Northern Rare Earth Group High-Tech (600111 CH)

China Northern Rare Earth Group High-Tech

Xinxing Ductile Iron Pipes Co, Ltd. (000778 CH)

Beijing Sanju Ep& New Materials (300072 CH)

Hangzhou Binjiang Real Estate Grp (002244 CH)

Kingenta Ecological Enginering Gp (002470 CH)

Cefc Anhui International Holdi (002018 CH)

Kunwu Jiuding Investment Holdings Co., Ltd. (600053 CH)

Kunwu Jiuding Investment Holdings Co., Ltd.

Zhejiang China Commodities City Group Co (600415 CH)

Jiangsu Kangde Xin Composite Mtrl Co (002450 CH)

Zhejiang Zhongcheng Packing Mtrl (002522 CH)

Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)