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 Weekly Property Sales Data (13 Cities To Nov 5) - Marginally Worse YTD Y/Y, Improving 4W Y/Y

Predicting The Monthly National China New Home Sales Figures With The Sample 13 Cities Weekly Data

China Weekly Property Sales Data (13 Cities To Nov 12) - Less Negative YTD Y/Y and 4W Y/Y

China Housing: Significant Drop In Sales Volumes Over The Golden Week (Oct 2-8 Weekly Data)

China Property: House Price Growth In August Decelerates Faster Across Tiers (Today's NBS Data)

China Housing Market: July Price Growth Y/Y Decelerates Further But Accelerates In Lower-Tier Cities

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>The weekly data on new home sales in select 13 major cities (based on the underlying data from SouFun-CREIS) for the week ending October 29, shows slightly extended declines in volumes on a YTD y/y basis over the recent weeks to -26%, and over -40% on a 4-week y/y basis. </p><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/037/136/original/Screen%20Shot%202017-11-02%20at%2012.36.00.png?1509598716" class="editor-image img-responsive" data-smartkarma-image-id="37136"></figure><p>However, this also suggests that the <a href="https://www.smartkarma.com/insights/china-housing-significant-drop-in-sales-volumes-over-the-golden-week-oct-2-8-weekly-data" target="_blank">big drop reported for the Golden Week</a> could have been more technical in nature (guessing the timing of data reports, the timing of transactions) as the subsequent 3 weeks have shown more…</p>

The weekly data on new home sales in select 13 major cities (based on the underlying data from SouFun-CREIS) for the week ending October 29, shows slightly extended declines in volumes on a YTD y/y basis over the recent weeks to -26%, and over -40% on a 4-week y/y basis. However, this also suggests that the big drop reported for the Golden Week could have been more technical in nature (guessing the timing of data reports, the timing of transactions) as the subsequent 3 weeks have shown more…

China Property: Weekly Property Sales Data (To Oct 29) Points At Further Gradual Slowdown In Sales