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

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

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)

National Bureau of Statistics of China (NBS) released the new data today for new home sales and land sales for May.  In May, national new home (“commercial residential”) sales GFA increased by 8.3% YoY and 12% YTD YoY, compared to 5% and 13% in April, respectively, according to the latest data published by NBS today. The volume growth continues to decelerate, though not significantly (13% to 12% YTD YoY) and the absolute level of sales remains at the historical highs for Jan-May periods.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/027/914/original/Screen%20Shot%202017-06-14%20at%2013.20.19.png?1497417706" class="editor-image img-responsive" data-smartkarma-image-id="27914"></figure><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/027/915/original/Screen%20Shot%202017-06-14%20at%2013.20.39.png?1497417720" class="editor-image img-responsive" data-smartkarma-image-id="27915"></figure>National…

National Bureau of Statistics of China (NBS) released the new data today for new home sales and land sales for May.  In May, national new home (“commercial residential”) sales GFA increased by 8.3% YoY and 12% YTD YoY, compared to 5% and 13% in April, respectively, according to the latest data published by NBS today. The volume growth continues to decelerate, though not significantly (13% to 12% YTD YoY) and the absolute level of sales remains at the historical highs for Jan-May periods.National…

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

Shanghai Lujiazui Finance & Trade Zone (600663 CH)

China Property: Today's New Data For May - Further (Slight) Deceleration In Volumes