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: 4th Annual China Districts Report - Top Picks For The Next 1-2 Years (Highlights)

China Housing: The Cyclicality of City-Level Markets

China Property: 220 Districts - Which Are The Best Performers?

China Property: How Quickly A City Can Rise Or Fall

China Property: New Homes Sales Volumes Slow Down, Diverge Across Tiers and Cities (June/May Data)

China House Price Growth: Today's NBS Data for May Shows Only Slight Deceleration Y/Y, Same Pace M/M

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)

Dalian Wanda Commercial Properties (1567411D HK)

We look at the district-level data for 203 districts across 21 major cities in China for a finer bottom-up view on top performing locations in the China housing markets as well as those with a potential upside, and for an alternative big picture view of the price and volume trends. Our 3rd annual special report on China Districts presents Districts that stand out on the multiple-criteria rankings for performance on growth in average house prices and GFA volumes, with the latest data for July 2017, focused on year-to-date year-on-year changes.In addition, we dive deeper into select districts to better understand local and qualitative factors driving unusual performance, such as major local industries, infrastructure, urban development and policy factors as well as inventory and land sales.In January 2017, at our 5th annual Real Estate Foresight China Property Outlook conference in Hong Kong, we picked one city as a highlight for 2017: Chongqing.Now some 7-8 months of data later, it appears the choice was very accurate with a number of Chongqing districts in the top performance quadrant, Yubei district the top performer, and when aggregated together to the city level, Chongqing stands out as a clear outperformer compared to the other 20 major cities, on a combination of price and volume growth.

We look at the district-level data for 203 districts across 21 major cities in China for a finer bottom-up view on top performing locations in the China housing markets as well as those with a potential upside, and for an alternative big picture view of the price and volume trends. Our 3rd annual special report on China Districts presents Districts that stand out on the multiple-criteria rankings for performance on growth in average house prices and GFA volumes, with the latest data for July 2017, focused on year-to-date year-on-year changes.In addition, we dive deeper into select districts to better understand local and qualitative factors driving unusual performance, such as major local industries, infrastructure, urban development and policy factors as well as inventory and land sales.In January 2017, at our 5th annual Real Estate Foresight China Property Outlook conference in Hong Kong, we picked one city as a highlight for 2017: Chongqing.Now some 7-8 months of data later, it appears the choice was very accurate with a number of Chongqing districts in the top performance quadrant, Yubei district the top performer, and when aggregated together to the city level, Chongqing stands out as a clear outperformer compared to the other 20 major cities, on a combination of price and volume growth.

China Housing: 'Beyond Cities - China Districts 2017' Report Highlights