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

Today's China Data on Property Sales, New Starts, Land Sales and FAI - Sales Slowdown Continues

China Evergrande Group: The Next Major Challenge

China House Price Growth Decelerates Faster Y/Y, Still Positive M/M - Today's NBS Data for September

China Housing Forecast - Price Growth To Cool Only Gradually In H2 2017 Thanks To Lower Tier Cities

China Property: House Price Growth In August Decelerates Faster Across Tiers (Today's NBS Data)

China Housing Market: July Price Growth Y/Y Decelerates Further But Accelerates In Lower-Tier Cities

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)

<p>As the data emerges for what happened to new home sales volumes (in gross floor area) in China over the Golden Week (last week/Oct 2-8), the sample for major 14 cities with consistent data shows a significant drop of -67% compared to the equivalent week (Oct 3-9) in 2016. The 4-week rolling figure shows a -40% decline, a sharper decline than -34% for the week earlier. This extends the YTD y/y decline from -24% the week earlier to -25%. </p><p>The national level sales volume data for October will only…</p>

As the data emerges for what happened to new home sales volumes (in gross floor area) in China over the Golden Week (last week/Oct 2-8), the sample for major 14 cities with consistent data shows a significant drop of -67% compared to the equivalent week (Oct 3-9) in 2016. The 4-week rolling figure shows a -40% decline, a sharper decline than -34% for the week earlier. This extends the YTD y/y decline from -24% the week earlier to -25%. The national level sales volume data for October will only…

China Housing: Significant Drop In Sales Volumes Over The Golden Week (Oct 2-8 Weekly Data)