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

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)

Zhuzhou CRRC Times Electric Co., Ltd. (3898 HK)

<p>For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major cities in China suggests fastest pace of inventory clearing for those cities in at least 5 years, driven by strong sales volume growth but also by lower land sales and new starts in several major cities.</p>

For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major cities in China suggests fastest pace of inventory clearing for those cities in at least 5 years, driven by strong sales volume growth but also by lower land sales and new starts in several major cities.

Dalian Wanda Commercial Properties (1567411D HK)

Shanghai Electric Group Company (601727 CH)

Haitong Securities Co Ltd (A) (600837 CH)

China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Shanghai Pudong Development Bank Co. (600000 CH)

Cssc Offshore & Marine Engg Group (317 HK)

Inner Mongolia Baotou Steel Union (600010 CH)

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

Metallurgical Corporation Of China Ltd (601618 CH)

Shanghai Electric Group Company (2727 HK)

Metallurgical Corporation of China Ltd (1618 HK)

Shanghai Lujiazui Finance & Trade Zone (600663 CH)

China Merchants Securities Co Ltd (A) (600999 CH)

China Pacific Insurance (Group) Co., (601601 CH)

Shanghai International Port Group (600018 CH)

China Merchants Securities Co Ltd (H) (6099 HK)

China Property: What Oversupply? Assessing Inventory Clearing Situation In Major 13 Cities