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)

When a major property developer in China buys land (use rights), whether via auction or otherwise, such actions reflect primarily a judgment on deal-specific conditions, but they should also indicate the overall view on the future market conditions for the given city. This type of information gets more interesting if we combine the data for a number of major developers and over a period of time. In this short note, we identify the cities that have attracted the strongest interest of the 5 major developers in recent transactions.

When a major property developer in China buys land (use rights), whether via auction or otherwise, such actions reflect primarily a judgment on deal-specific conditions, but they should also indicate the overall view on the future market conditions for the given city. This type of information gets more interesting if we combine the data for a number of major developers and over a period of time. In this short note, we identify the cities that have attracted the strongest interest of the 5 major developers in recent transactions.

China Property: In Which Cities Have The Major Developers Been Buying Land?

Beijing Municipal Commission for City Planning and Land Resources Management announced on September 12 the plan for a significant increase in land supply 'near-term' for the city, for residential and mixed-use (including residential). Should other cities follow a similar path, it would in our view be very effective in cooling the price growth, with some time lag.

Beijing Municipal Commission for City Planning and Land Resources Management announced on September 12 the plan for a significant increase in land supply 'near-term' for the city, for residential and mixed-use (including residential). Should other cities follow a similar path, it would in our view be very effective in cooling the price growth, with some time lag.

China Property: Large Increase In Land Supply For Beijing - A Signal Of A New Policy?

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?

China

China Vanke Co., Ltd. operates real estate development businesses.  The Company provides housing renovation, housing loans, real estate brokerage, and other businesses. China Vanke also operates logistics, material supply, and other businesses.

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China Vanke (000002 CH)

China Property: In Which Cities Have The Major Developers Been Buying Land?

When a major property developer in China buys land (use rights), whether via auction or otherwise, such actions reflect primarily a judgment on...

Robert Ciemniak

China Property: Large Increase In Land Supply For Beijing - A Signal Of A New Policy?

Beijing Municipal Commission for City Planning and Land Resources Management announced on September 12 the plan for a significant increase in land...

Robert Ciemniak

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)