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 House Price Growth Decelerates Faster Y/Y, Still Positive M/M - Today's NBS Data for September

Today's China Data On Property Sales, New Starts, Land Sales and FAI - Sales Slow Down As Expected

China House Price Growth Decelerated Further Y/​Y But Accelerated M/M - Today's NBS Data For October

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

Macroeconomics

<p>NBS just released the key data for September related to property sales and investments by developers at a national level, showing a continued slowdown in new home sales, esp. with a 3-month measure now turning negative, based on our calculations. Land sales (overall) in construction area continued to accelerate. This is in line with our expectations. <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">Note the weekly data for a smaller sample of (major) cities shows sharper declines (not a slowdown) in growth rates. </a></p><p>In the address at the Party…</p>

NBS just released the key data for September related to property sales and investments by developers at a national level, showing a continued slowdown in new home sales, esp. with a 3-month measure now turning negative, based on our calculations. Land sales (overall) in construction area continued to accelerate. This is in line with our expectations. Note the weekly data for a smaller sample of (major) cities shows sharper declines (not a slowdown) in growth rates. In the address at the Party…

Today's China Data on Property Sales, New Starts, Land Sales and FAI - Sales Slowdown Continues