National New Home Sales Volumes Forecast vs Actual
National New Home Sales Volumes Forecast vs Actual

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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  • China Property
  • China CityScreenerTM
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How are we different

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DEEP SPECIALIZATION

10+ 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

China Forecast: NBS Macro-Property Data Update- August 2022

20 September, 2022

China Property: From Real Estate Foresight's Macro-Property Data Update last week with the latest NBS data for August …

China Property: The August NBS data for house prices

16 September, 2022

China Property: The August NBS data for house prices (new homes) in 70 major cities shows the non-weighted average …

European Chamber in China Discussion

15 September, 2022

The other day, Robert had a chance to present and join the discussion about the China housing markets at a session organized by the European Chamber in China …

Real Estate Foresight Blog

China Forecast: NBS Macro-Property Data Update- August 2022

20 September, 2022

China Property: From Real Estate Foresight's Macro-Property Data Update last week with the latest NBS data for August …

China Property: The August NBS data for house prices

16 September, 2022

China Property: The August NBS data for house prices (new homes) in 70 major cities shows the non-weighted average …

European Chamber in China Discussion

15 September, 2022

The other day, Robert had a chance to present and join the discussion about the China housing markets at a session organized by the European Chamber in China …

Recent Significant Developments in China Property Markets

Curated headline highlights from SignalliumTM China Property
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河南安阳：对9个新房项目实施购房补贴，农村户口每套补5万元
Anyang, Henan: Implementing housing subsidy for 9 new house projects, with a subsidy of 50,000 yuan for each set of rural household registration Google Translate
Found on 2022/09/26 | Source: thepaper.cn
山东东营：多子女家庭住房公积金贷款额度最高增20万元
Dongying, Shandong: The maximum loan amount of housing provident fund for families with multiple children is increased by 200,000 yuan Google Translate
Found on 2022/09/26 | Source: guandian.cn
江门出台3项优惠政策 阶段性提高本科人才住房公积金贴息贷款额度
Jiangmen introduced 3 preferential policies to gradually increase the amount of housing provident fund discount loans for undergraduate talents Google Translate
Found on 2022/09/26 | Source: guandian.cn
中海继续加仓北京市场，年内斥资286亿元拿地
China Shipping continued to increase its positions in the Beijing market, spending 28.6 billion yuan to acquire acquired land during the year Google Translate
Found on 2022/09/26 | Source: fangchan.com
甘肃庆阳:取消限购政策,提高住房贷款额度
Qingyang, Gansu: Cancel the purchase restriction policy and increase the housing loan amount Google Translate
Found on 2022/09/26 | Source: jrj.com.cn
北京三批次土拍收金500.29亿元 专家：回温迹象明显，国央企已率先新一轮拿地
Three batches of land auctions auctions in Beijing received 50.029 billion yuan Expert: There are obvious signs of recovery, and state-owned ... Google Translate
Found on 2022/09/26 | Source: hexun.com
建行拟设300亿元住房租赁基金，投资房企存量资产改造为租赁住房
CCB plans to set up a 30 billion yuan housing rental fund to transform the stock assets of investment Developers into rental housing Google Translate
Found on 2022/09/26 | Source: hexun.com
东实2.19亿摘东莞南城2.23万平米地块 建成后将成为"地标性"休闲娱乐商业体
Dongshi's 219 million won the 22,300-square-meter plot in Dongguan South City, which will become a "landmark" leisure and entertainment business ... Google Translate
Found on 2022/09/26 | Source: guandian.cn
第三批集中供地 京沪市场冷热不均 近日，北京、上海等地相继举行今年第三批次土 ...
The third batch of centralized supply land Beijing and Shanghai markets are unevenly cold and hot Recently, Beijing, Shanghai and other places ... Google Translate
Found on 2022/09/26 | Source: ifeng.com
1 武汉召集十余家头部房企座谈 鼓励房企积极拿地
1 Wuhan convened more than ten leading Developers to discuss and encourage Developers to actively acquired land Google Translate
Found on 2022/09/24 | Source: focus.cn
渝昆高铁云贵段建设取得重大突破
A major breakthrough has been made in the construction of the Yunnan-Guizhou section of the Chongqing-Kunming high-speed railway Google Translate
Found on 2022/09/24 | Source: cnr.cn
北京第三轮土拍收金500亿元 平均溢价率超6%热度微升
The average premium rate of 50 billion yuan in the third round of land auctions in Beijing exceeds 6% and the popularity rises slightly Google Translate
Found on 2022/09/24 | Source: chinanews.com

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