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

Agile (3383 HK): Nimble Property Investment Drives ROE

China Property: April House Price Growth Slower Y/Y, Stronger M/M, Fewer Outliers

China Property: New Homes Sales Volumes Dynamics (April/May) - Big Vs Smaller Cities

China Property: What's Going On With House Prices... Based On The Latest NBS Data

China Property: Cooling Signs In Official NBS House Price Data For January; Sanya and Chongqing Up

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)

Dalian Wanda Commercial Properties (1567411D HK)

New data from China's National Bureau of Statistics (NBS) for March for 70 major cities and calculations of the aggregate figures show a further gradual deceleration in price growth overall on a year-on-year basis from +11.8% in February to +11.3% in March, though the month-on-month growth actually picked up further from +0.3% to +0.6%.Almost all the cities among the 70 now show positive year-on-year growth, though different cities now lead the growth league, compared to several months ago.The…

New data from China's National Bureau of Statistics (NBS) for March for 70 major cities and calculations of the aggregate figures show a further gradual deceleration in price growth overall on a year-on-year basis from +11.8% in February to +11.3% in March, though the month-on-month growth actually picked up further from +0.3% to +0.6%.Almost all the cities among the 70 now show positive year-on-year growth, though different cities now lead the growth league, compared to several months ago.The…

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

China Property: House Prices Rise Faster M/M, Though Growth Is Decelerating Y/Y