Key 2022 Data in Context
Key 2022 Data in Context

China Real Estate Independent Research

Research   |   Strategy   |   IR   |   Market Intelligence

Data-driven independent research on China property markets

From assessments and estimates on distressed developers' project portfolios to macro-level questions about the market catalysts. Since 2012, Real Estate Foresight has been helping investors and developers with market research, project due diligence, strategy development and communications. Based in Hong Kong.

Use Cases

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Credit Analyst, Distressed Debt Fund
What's the underlying project portfolio worth? How are specific projects performing? What do local sources say about the projects, developer, and local sentiment?
CEO, Private Equity Real Estate Fund
You seek an edge, beyond capital – for your deals, for your team, for your LPs. In the data-driven world, how do you ensure your teams are on top of the market?
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Director, Private Equity Real Estate Fund
You are looking at the potential deal and need to build confidence in the underwriting assumptions on pricing, volumes, and demand-supply outlook… for yesterday.
China Analyst, Macro Hedge Fund
What will be the market catalyst? What differentiated view can you fathom about the underlying property market? How bad is the situation in lower-tier cities really? What will be the impact of new land sales rules?
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Officer icon
IR Officer, Credit Fund
How do we address these long-term doubts and default worries questions from investors? How do we best communicate real market dynamics? We need that deck in a week…
Manager icon
Credit Analyst, Distressed Debt Fund
What's the underlying project portfolio worth? How are specific projects performing? What do local sources say about the projects, developer, and local sentiment?
CEO icon
CEO, Private Equity Real Estate Fund
You seek an edge, beyond capital – for your deals, for your team, for your LPs. In the data-driven world, how do you ensure your teams are on top of the market?
Director icon
Director, Private Equity Real Estate Fund
You are looking at the potential deal and need to build confidence in the underwriting assumptions on pricing, volumes, and demand-supply outlook… for yesterday.
Analyst icon
China Analyst, Macro Hedge Fund
What will be the market catalyst? What differentiated view can you fathom about the underlying property market? How bad is the situation in lower-tier cities really? What will be the impact of new land sales rules?
Officer icon
IR Officer, Credit Fund
How do we address these long-term doubts and default worries questions from investors? How do we best communicate real market dynamics? We need that deck in a week…

Real Estate Foresight In The Media

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Real Estate Foresight at Conferences

Robert Ciemniak has delivered over 50 conference presentations, panels and private briefings in recent years, for investors in the US, Europe and Asia.
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10th Annual China Property Outlook by Real Estate Foresight

Four minutes about the land markets – 24 March 2022

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China Property, China CityScreenerTM and Special Reports

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How are we different

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DEEP SPECIALIZATION

11+ years of deep specialization in China housing sector, expanding to data centers, logistics

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INDEPENDENT RESEARCH

Independent from any brokerage or securities business

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DATA-DRIVEN

Obsessed with data and with a strong track record of predictive insights

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POWERED BY TECHNOLOGY

Powerful AI-powered proprietary technology for data collection and automation

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DATA PARTNERS

Collaboration with Beijing-based data partner China Index Academy

Services by Real Estate Foresight

From the regular research reports and data updates, to real-time market intelligence SaaS terminal, and the highly customized due diligence work and IR projects
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CHINA FORECAST
Subscription

China Forecast is our regular research package for the housing markets, with the monthly, quarterly and weekly reports and data updates, as well as 40+ city reports and thematic research. Plus the analyst calls, our annual conference and more.   More info >>

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BESPOKE RESEARCH
Projects

Ranging from the Rapid Due Diligence on the underwriting assumptions for a development project, to Market Primers and IR support, our bespoke research covers multiple sectors, with the focus on housing markets and data centers.   More info >>

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MARKET INTELLIGENCE TERMINAL
Subscription / SaaS

SignalliumTM China Property serves as a market intelligence terminal. Sector models (not just housing) and AI-powered filtering pick up headline level signals and intel from 2,500+ local sources across 100+ cities and 300+ developers. A resource to gain an information edge and save research time.   More info >>

Core Team

Robert
Robert Ciemniak
Founder-CEO & Chief Analyst
Erica
Erica Chung
Senior Analyst
Gavin
Gavin Li
Lead Software Engineer
Alan
Alan Dalgleish
SENIOR ADVISOR

Army of Robots

Robots

An army of robo-analysts supports our Human Team.

With proprietary technology from Real Estate Foresight's sister venture Robotic Online Intelligence, we automate many functions in data collection, processing, analysis and publishing, as well as the market intelligence.

Our Network of Experts Includes

David
David Schlesinger
FOUNDER, TRIPOD ADVISORS
Andrew
Andrew Ness
Senior Advisor
Jan
Jan Skopecek
STRATEGIC ADVISOR & CONSULTANT
Isabel
Lijun (Isabel) Cao
MEMBER OF CHINA EXPERT NETWORK
Dipyaman
Dipyaman Sanyal
Founder and CEO, dōnō consulting

Data Partners

Thanks to the collaboration with data partners, incl. Beijing-based China Index Academy, we build our proprietary analytics on top of private raw data.

Real Estate Foresight Blog

11th Annual China Property Outlook by Real Estate Foresight

8 February, 2023

Earlier today, we hosted the 11th annual China Property Outlook seminar by Real Estate Foresight, back to the in-person format. …

2022 In Context - China Property Report January 2023 | Annual Data

31 January, 2023

We look in detail into new home sales, prices, inventory, land sales, and other metrics - for major developers, cities, and national figures. …

11th Annual China Property Outlook: 2023

25 January, 2023

Looking forward to our 11th Annual China Property Outlook seminar in 2 weeks, an in-person event in Hong Kong, almost fully booked now. …

Real Estate Foresight Blog

11th Annual China Property Outlook by Real Estate Foresight

8 February, 2023

Earlier today, we hosted the 11th annual China Property Outlook seminar by Real Estate Foresight, back to the in-person format. …

2022 In Context - China Property Report January 2023 | Annual Data

31 January, 2023

We look in detail into new home sales, prices, inventory, land sales, and other metrics - for major developers, cities, and national figures. …

11th Annual China Property Outlook: 2023

25 January, 2023

Looking forward to our 11th Annual China Property Outlook seminar in 2 weeks, an in-person event in Hong Kong, almost fully booked now. …

Recent Significant Developments in China Property Markets

Curated headline highlights from SignalliumTM China Property
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23亿元，转让12家公司股权，保利拟退出与碧桂园合作项目
2.3 billion yuan, transfer of equity in 12 companies, Poly Property Group Co Ltd intends to withdraw from the cooperation project with Country ... Google Translate
Found on 2023/02/08 | Source: fangchan.com
欠付18亿、闽系房企“大哥”南京公司爆雷，此前10亿美元债已违约
1.8 billion owed, the "big brother" Nanjing company of Fujian-based Developers companies exploded, and the previous US$1 billion debt has defaulted Google Translate
Found on 2023/02/08 | Source: lejucaijing.com
深度｜提前还贷银行设阻？房贷引擎失速！兔年银行打响中长期零售资产"保卫战"
Depth｜Advanced loan repayment banks set up obstacles? Mortgage engine stalled! Year of the Rabbit Bank launched a "defense battle" for medium ... Google Translate
Found on 2023/02/08 | Source: stcn.com
辽宁丹东：首次住房公积金贷款结清后可再次申请 不再受间隔时间限制
Dandong, Liaoning: After the first housing provident fund loan is settled, you can apply again, no longer limited by the interval time Google Translate
Found on 2023/02/07 | Source: sina.cn
北京五批次供地报名结束 14家房企竞拍昌平信息园地块
Five batches of land supply applications in Beijing ended 14 Developers bid for Changping Information Park plots Google Translate
Found on 2023/02/07 | Source: guandian.cn
华侨城A：拟下调“18侨城06”公司债券票面利率
Overseas Chinese Town A: Plan to lower the coupon rate of "18 Overseas Chinese Town 06" corporate bonds Google Translate
Found on 2023/02/07 | Source: guandian.cn
武汉：动态调整住房限购范围，限购区域购房可新增一个购房资格
Wuhan: Dynamically adjust the range of housing purchase restrictions, and a new purchase qualification can be added for purchases in restricted ... Google Translate
Found on 2023/02/07 | Source: fangchan.com
销售端未见“开门红” 百强房企1月拿地金额同比降近三成
There is no "good start" on the sales side, and the acquired land acquisition amount of the top 100 Developers in January has dropped by nearly ... Google Translate
Found on 2023/02/07 | Source: stcn.com
房企2022年业绩分化：28家预计盈利 36家预亏总额超千亿
The performance of Developers in 2022 is divided: 28 companies are expected to make profits and 36 companies have a total pre-loss of more than ... Google Translate
Found on 2023/02/03 | Source: caijing.com.cn
40家房企业绩预亏：新一轮人事洗牌已启动，精简区域
40 Developers have pre-loss performance: a new round of personnel reshuffle has started, streamlining the area Google Translate
Found on 2023/02/03 | Source: jrj.com.cn
3年漫长资产重组收尾，云南城投从此不再是“房企”
After 3 years of long asset restructuring, Yunnan City Investment is no longer a "Developers" Google Translate
Found on 2023/02/03 | Source: hexun.com
万科新城控股等5家地产企业共669亿元中期票据获交易商协会接受注册
Vanke Seazen Group Ltd and other five real estate companies have a total of 66.9 billion medium-term notes accepted by the NAFMII for registration Google Translate
Found on 2023/02/03 | Source: fang.com

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