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: 'Beyond Cities - China Districts 2017' Report Highlights

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

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)

In our second annual special report on China Districts, we present Districts that stand out on our multiple-criteria rankings for performance on growth in average house prices and GFA volumes, with latest data for July 2016, focused on year-to-date year-on-year changes. Performance within a city can vary widely across different districts, especially that certain types of districts like Economic Development Zones, CBDs or ‘New Districts’ may carry more similarities to each other across cities than with other districts in their cities.We explore the housing markets dynamics on a comparable basis at the district level across 220 districts in 23 major cities that are of greatest interest to investors.We recognize that a real measure of opportunity needs to account for the availability and price of land use rights, and ability to execute in specific districts, and we treat the specific districts pointers in this report as the initial ‘trigger points’, certainly requiring much more detailed assessment.You may consider several questions in relation to your current or planned project exposure:<ul><li>Are your projects in any of the top districts?</li><li>Where does your current district exposure sit on these rankings?</li><li>For current projects pipeline, are these projects in districts with good performance?</li><li>For listed developers – who has significant active selling projects in those districts?</li></ul>

In our second annual special report on China Districts, we present Districts that stand out on our multiple-criteria rankings for performance on growth in average house prices and GFA volumes, with latest data for July 2016, focused on year-to-date year-on-year changes. Performance within a city can vary widely across different districts, especially that certain types of districts like Economic Development Zones, CBDs or ‘New Districts’ may carry more similarities to each other across cities than with other districts in their cities.We explore the housing markets dynamics on a comparable basis at the district level across 220 districts in 23 major cities that are of greatest interest to investors.We recognize that a real measure of opportunity needs to account for the availability and price of land use rights, and ability to execute in specific districts, and we treat the specific districts pointers in this report as the initial ‘trigger points’, certainly requiring much more detailed assessment.You may consider several questions in relation to your current or planned project exposure:Are your projects in any of the top districts?Where does your current district exposure sit on these rankings?For current projects pipeline, are these projects in districts with good performance?For listed developers – who has significant active selling projects in those districts?

Beijing Huaye Capital Holdings Co.,Ltd (600240 CH)

Shanghai New Huang Pu Industrial Group Co., Ltd.  (600638 CH)

Shanghai New Huang Pu Industrial Group Co., Ltd. 

Huafa Industrial Co., Ltd. Zhuhai (600325 CH)

Suzhou New District Hi Tech Ind Co. (600736 CH)

Macrolink Culturaltainment Development Co., Ltd. (000620 CH)

Macrolink Culturaltainment Development Co., Ltd.

Beijing Urban Const. Inv. & Dev. Co. (600266 CH)

Myhome Real Estate Development Gp (000667 CH)

Poly Real Estate Group Co., Ltd (600048 CH)

Shenzhen Centralcon Invstmnt Hldg (000042 CH)

CASIN Real Estate Development Group Co., Ltd. (000838 CH)

CASIN Real Estate Development Group Co., Ltd.

Grandjoy Holdings Group Co., Ltd. A (000031 CH)

Zhongrun Resources Investment (000506 CH)

China Merchants Property Develpmt (200024 CH)

Beijing Capital Development Co, Ltd. (600376 CH)

Shanghai Lujiazui Finance & Trade Zone (600663 CH)

Shenzhen Worldunion Proprts Cnsltncy (002285 CH)

Hangzhou Binjiang Real Estate Grp (002244 CH)

Hubei Fuxing Science & Technology (000926 CH)

Zhejiang China Light &Textile Industrial (600790 CH)

Kunwu Jiuding Investment Holdings Co., Ltd. (600053 CH)

Kunwu Jiuding Investment Holdings Co., Ltd.

Zhejiang China Commodities City Group Co (600415 CH)

Jinan High-Tech Development Co., Ltd. A (600807 CH)

China Logistics Property Holdings (1589 HK)

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