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 Property - Sanya And Hainan Island Are The Hottest Yet Very Restricted Housing Markets

Urbanization and Real Estate With Chinese Characteristics

China Property 2018 Forecast Summary - What Will The Housing Market Do?

China Property - What's Really Happened To The House Prices Over The Past 6 Years?

In Pursuit Of Patterns (Part 2): Predictive Powers In China House Prices, Sales Volumes, Land Sales

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 management and development / Thematic (Sector/Industry)

Shenzhen, Wenzhou, Sanya and Haikou are among the most unique cities in terms of their house price growth correlations among the 70 major cities, for the January 2011 to April 2018 period. However, Shenzhen only got such unique status through the recent 4 years, while the other three have been consistently idiosyncratic. There are no clear patterns by region except the North East cluster. Tier-1 have become much less correlated to others in the last 4 years. Overall, the 70 cities fall into two major groups, one dominated by Tier-1 and major Tier-2 cities.This note is part of the ‘In Pursuit of Patterns’ series by Real Estate Foresight - exploring key relationships and patterns in China housing markets via quantitative analysis, aimed at supporting clients in their longer-term and data-driven assessments of risks and city selection in China.

Shenzhen, Wenzhou, Sanya and Haikou are among the most unique cities in terms of their house price growth correlations among the 70 major cities, for the January 2011 to April 2018 period. However, Shenzhen only got such unique status through the recent 4 years, while the other three have been consistently idiosyncratic. There are no clear patterns by region except the North East cluster. Tier-1 have become much less correlated to others in the last 4 years. Overall, the 70 cities fall into two major groups, one dominated by Tier-1 and major Tier-2 cities.This note is part of the ‘In Pursuit of Patterns’ series by Real Estate Foresight - exploring key relationships and patterns in China housing markets via quantitative analysis, aimed at supporting clients in their longer-term and data-driven assessments of risks and city selection in China.

Dalian Wanda Commercial Properties (1567411D HK)

China Housing: The Most Idiosyncratic Cities