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: Forecasts Vs Actuals - Mid-Year 2024 Check And... Some History

China Property Developers In Distress - Weekly News & Announcements Tracker | August 23-29, 2024

China Housing: Demand-Supply Fundamentals - Part #3: Solving The Construction Indicators Puzzle

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 Equity real estate investment trusts (reits) / Thematic (Sector/Industry)

<ul>
<li>On Aug 23, China's Ministry of Housing and Urban-Rural Development shared an estimate of the scale of new homes sold and still due for delivery in 2024</li>
<li>The figure is 3.96 million, which at around 100sqm per unit average would imply around 400 million sqm GFA of property</li>
<li>This is a more realistic figure than the much bigger numbers derived from macro data on sales, completions, and under-construction</li>
</ul>


On Aug 23, China's Ministry of Housing and Urban-Rural Development shared an estimate of the scale of new homes sold and still due for delivery in 2024
The figure is 3.96 million, which at around 100sqm per unit average would imply around 400 million sqm GFA of property
This is a more realistic figure than the much bigger numbers derived from macro data on sales, completions, and under-construction


China Housing: The Answer Is 3.96 (Not 42)-New Estimate Of Sold-Still-To-Be-Delivered Units in 2024