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)

A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017, and the bottom-up need driven by affordability problems and changing mindsets have taken the rental housing market centre stage in the China property sector. With this note, we initiate our data and analytics entry into the sector that we label as ULTRA – Urban Long Term Rental Apartments sector.

A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017, and the bottom-up need driven by affordability problems and changing mindsets have taken the rental housing market centre stage in the China property sector. With this note, we initiate our data and analytics entry into the sector that we label as ULTRA – Urban Long Term Rental Apartments sector.

China Rental Housing Revolution - Part 3: Impact On For-Sale Market & What To Watch For Next

China Rental Housing Revolution - Part 2: Demand, Supply, Policy & Search For Profits

The NBS house price growth indices data for 70 major cities in August was released on Saturday. It shows an accelerating month-on-month and year-on-year growth. Such momentum seems contradictory to all the policy restrictions and tighter funding situation for developers. Or is the data not quite what it seems?

The NBS house price growth indices data for 70 major cities in August was released on Saturday. It shows an accelerating month-on-month and year-on-year growth. Such momentum seems contradictory to all the policy restrictions and tighter funding situation for developers. Or is the data not quite what it seems?

China House Price Growth Accelerated In August (NBS Data). How Does It Square Up Vs Sentiment?

Macroeconomics

The National Bureau of Statistics (NBS) released today the key China data for August, related to property sales and investments by developers at a national level, showing only a slightly slower pace of growth of new home (residential gross floor area for "commercial residential" property) sales volumes and residential investment, while the residential new starts and overall land acquisitions growth accelerated. The broader fixed asset investment continued to slow down.

The National Bureau of Statistics (NBS) released today the key China data for August, related to property sales and investments by developers at a national level, showing only a slightly slower pace of growth of new home (residential gross floor area for "commercial residential" property) sales volumes and residential investment, while the residential new starts and overall land acquisitions growth accelerated. The broader fixed asset investment continued to slow down.

Today’s China Macro-Property Data: Slightly Slower Sales Growth, Accelerating New Starts, Land Sales

China Rental Housing Revolution - Part 1: The Landscape

China

China Evergrande Group is an integrated residential property developer. The Company, through its subsidiaries, operates in property development, investment, management, finance, internet, health, culture, and tourism markets.

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Evergrande (3333 HK)

China Rental Housing Revolution - Part 3: Impact On For-Sale Market & What To Watch For Next

A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017,...

Robert Ciemniak

China Rental Housing Revolution - Part 2: Demand, Supply, Policy & Search For Profits

A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017,...

Robert Ciemniak

China House Price Growth Accelerated In August (NBS Data). How Does It Square Up Vs Sentiment?

The NBS house price growth indices data for 70 major cities in August was released on Saturday. It shows an accelerating month-on-month and...

Robert Ciemniak

Today’s China Macro-Property Data: Slightly Slower Sales Growth, Accelerating New Starts, Land Sales

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

Robert Ciemniak

China Rental Housing Revolution - Part 1: The Landscape

A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017,...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)