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

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 Real estate / Thematic (Sector/Industry)

<p>In discussing China corporate debt issues, the differences between sectors, SOEs and private firms, and listed vs non-listed companies, all point at a more subtle picture of ‘China debt’.</p><p>While the direct central government debt and household debt levels in China are relatively low, the discussion about the sustainability of the corporate debt growth and level has become most prominent. Other Smartkarma contributors have covered the topic, for example in <a href="https://www.smartkarma.com/insights/growing-corporate-debt-in-china" target="_blank">Growing Corporate Debt In China</a>, <a href="https://www.smartkarma.com/insights/china-struggling-amid-rising-debt" target="_blank">China</a>…</p>

In discussing China corporate debt issues, the differences between sectors, SOEs and private firms, and listed vs non-listed companies, all point at a more subtle picture of ‘China debt’.While the direct central government debt and household debt levels in China are relatively low, the discussion about the sustainability of the corporate debt growth and level has become most prominent. Other Smartkarma contributors have covered the topic, for example in Growing Corporate Debt In China, China…

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China Merchants Property Develpmt (200024 CH)

Beijing Capital Development Co, Ltd. (600376 CH)

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Hangzhou Binjiang Real Estate Grp (002244 CH)

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Kunwu Jiuding Investment Holdings Co., Ltd.

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China Logistics Property Holdings (1589 HK)

A Brief Note On 2 Twists To The China Debt Story