INSIGHT PROVIDER

Robert Ciemniak
Founder-CEO & Chief Analyst
• Real Estate Foresight

Location: Hong Kong

Joined: 18 April 2016

249

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China • Real Estate • Equities • Thematic (Sector/Industry)

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bullish•Thematic (Sector/Industry)

•20 Apr 2025 20:37

China Property Developers In Distress - Weekly News & Announcements Tracker | Apr 11-17, 2025

This note is a weekly (Apr 11-17, 2025; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

285 Views

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bullish•Macroeconomics

•27 Mar 2025 13:14

China Property: 2025 "Draw The Line" Forecasts for New Home Sales - Results

This is a quick note with the results of Real Estate Foresight's annual 'Draw the Line' survey, which focused on China's new home sales for 2025.

Robert Ciemniak

221 Views

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bullish•Thematic (Sector/Industry)

•03 Mar 2025 07:39

China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 21- 27, 2025

This note is a weekly (Feb 21-27, 2025, select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

306 Views

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bullish•Thematic (Sector/Industry)

•07 Feb 2025 18:30

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 31- Feb 6, 2025

This note is a weekly (Jan 31 - Feb 6, 2025; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

412 Views

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bullish•Macroeconomics

•06 Feb 2025 15:19

China Housing: Progress On The "Whitelist" Project Financing Approvals

China Housing: New data released in January shows the approved loans for the 'whitelist' projects exceeded the target in 2024.

Robert Ciemniak

448 Views

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Summary

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 ...

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