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

Hainan Island: Prospects or Perils for the Macau Gaming Sector?

China Property: A Turning Point For The Sunny Sanya And Hainan Island?

China Housing: The Most Idiosyncratic Cities

Urbanization and Real Estate With Chinese Characteristics

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)

<p>18 months ago, in <a href="https://www.smartkarma.com/insights/china-property-a-turning-point-for-the-sunny-sanya-and-hainan-island" target="_blank">"China Property: A Turning Point For The Sunny Sanya And Hainan Island?"</a>, we talked about a turning point and upside for the Sanya housing market. Measured by the official NBS house price growth indices, the city of Sanya on Hainan Island (the "Chinese Hawaii") is as of July 2018 the top performing city in terms of the house price growth on a 12-month and on a 3-month basis, benefiting from the policy support for Hainan, yet subject to a range of sales and price restrictions locally. We look at the key data and drivers at the city level to illuminate the local market dynamics and near-term outlook, as well as what caveats it brings to the widely watched 70-cities price growth index, from a macro perspective.</p>

18 months ago, in "China Property: A Turning Point For The Sunny Sanya And Hainan Island?", we talked about a turning point and upside for the Sanya housing market. Measured by the official NBS house price growth indices, the city of Sanya on Hainan Island (the "Chinese Hawaii") is as of July 2018 the top performing city in terms of the house price growth on a 12-month and on a 3-month basis, benefiting from the policy support for Hainan, yet subject to a range of sales and price restrictions locally. We look at the key data and drivers at the city level to illuminate the local market dynamics and near-term outlook, as well as what caveats it brings to the widely watched 70-cities price growth index, from a macro perspective.

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