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)

<ul>
<li>This note is 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>


This note is 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 | May 24-30, 2024

China Property Developers In Distress - Weekly News & Announcements Tracker | Mar 22-28, 2024

China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 10-22, 2024

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

<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


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

China

Kaisa Group Holdings Limited is an integrated real estate company. The Group focuses on urban development and operation. Kaisa Group's real estate business covers the planning, development and operation of large-scale residential properties and integrated commercial properties.

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

Kaisa Group Holdings (1638 HK)

China Property Developers In Distress - Weekly News & Announcements Tracker | May 24-30, 2024

This note is a weekly (May 24-30, 2024) curated selection of Chinese news articles and company announcements focused on developers in distress.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | Mar 22-28, 2024

This note is a weekly (Mar 22-28, 2024) curated selection of Chinese news articles and company announcements focused on developers in distress.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 10-22, 2024

This note is a weekly (Feb 10-22 given the Chinese New Year holidays) curated selection of Chinese news articles and company announcements focused...

Robert Ciemniak

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

This note is a weekly (Jan 26 - Feb 1, 2024) curated selection of Chinese news articles and company announcements focused on developers in...

Robert Ciemniak

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

In this note, we share highlights from our 12th annual China Property Outlook, the 2024 forecasts for China housing markets, and the core themes.

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)