ogram US real estate investment practice
From public records to acquisition priorities.
A US real estate investment practice connects public property data, explicit scoring criteria and a dashboard for examining acquisition targets.
Talk to ogramThe assignment
Decide which properties deserve a closer look.
Acquisition screening for a US real estate investment practice.
- Starting material
- Parcel records, appraisals, tax bills and code-compliance cases, joined by property identifier.
- Client criteria
- Eligibility filters and separate scores for asset distress, ownership signals and site potential. Weights can be adjusted to the investment thesis.
- Delivered
- A sortable research dashboard and scored CSV exports, with the reasons behind each property’s position.
- At the desk
- Open the selected parcel in Street View, Maps or the official appraisal portal. Inspect its ownership, tax history and source date before progressing the research.
ogram
In this story
Confidential engagement
Client identity protected.
Shared within an agreed scope. The name, identifying details and private materials remain with the client.
A US real estate investment practice commissioned ogram to screen acquisition targets from public information, including property taxes, along dimensions defined by its investment team. The brief called for a regression-based machine-learning pipeline and a dashboard that made the resulting research usable. The business requirement was specific: translate an acquisition thesis into a repeatable way to decide which properties deserve closer examination.
The operational workflow connects data collection, feature construction, configurable scoring and property review. It retains the components behind a ranking, so the team can examine the evidence and apply its own judgment to the next stage of diligence.
Make the parcel the common unit
Public property information arrives through separate systems with different responsibilities. Parcel services describe geometry, land use and building presence. Appraisal records provide assessed values, ownership, mailing information and sales history. Tax records add unpaid bills and collection events. Code-compliance records contribute case histories. The pipeline joins these sources through a normalised parcel identifier, giving the same property a consistent identity across successive enrichment stages.
A SQLite cache stores source payloads alongside retrieval timestamps and hashes. This keeps collection separate from scoring: the scoring stage can run from existing records without contacting the upstream services again. The sequence is explicit—refresh parcel data, refresh appraisal data, apply eligibility filters, enrich taxes and compliance, then score. Derived CSV outputs carry the eligible universe and its enriched, ranked forms into subsequent analysis.
Express the acquisition thesis in separate dimensions
Eligibility and priority are distinct decisions. Hard filters define the acquisition universe, including property characteristics, the client's value range and data requirements. Configurable rules then calculate component scores and combine them through weighted composites. This makes the screening policy explicit: a property can qualify for consideration while ranking differently on asset conditions, ownership signals and physical site characteristics.
| Dimension | Public-record features | Research purpose |
|---|---|---|
| Asset distress | Tax debt relative to recorded value, unpaid years, collection events and compliance cases. | Identify conditions that warrant closer examination. |
| Seller motivation | Ownership structure, mailing location and time since the latest recorded sale. | Organise ownership signals relevant to the client's screening thesis. |
| Site potential | Lot area, actual building area, unit count and indications of multiple platted lots. | Surface vacant or lightly built sites for further review. |
Each score travels with machine-readable reason codes and readable explanations. The composite provides a sort order; the dimensions explain its composition. These are screening indicators. A high ownership score does not establish an owner's intention to sell, and a site-potential score does not establish development permission.
Keep the source and the date attached
Feature engineering has consequences at the level of a single property. For lot and building metrics, the implementation selects appraisal information when that source is available and uses parcel-service data when it is absent. It records which source supplied the inputs. The site calculation uses actual building area divided by lot area—the floor-area ratio—and exports the exact areas used, allowing the dashboard to explain a classification in physical terms.
Tax features also depend on time. The scorer evaluates unpaid bills against an explicit as-of date and distinguishes the current collectible year from older debt. Collection-event handling separates active and terminal states and carries supporting dates, statuses and source labels into the output. Missing required appraisal, tax or value information can trigger a configurable exclusion, with exclusion reasons counted in the scoring summary. These details make omissions and changing records part of the research process.
Build a pipeline that can continue
A recurring acquisition workflow needs durable execution state as well as data. A persistent SQLite job queue records scheduled work; a uniqueness constraint prevents duplicate queued or running jobs for the same job and date. Workers claim jobs transactionally, while the pipeline records phase progress, cursors, counts and property-level errors. Compatible interrupted runs can resume from those checkpoints.
The cache uses write-ahead logging to support concurrent reading during updates. Output files are written to temporary paths and replaced atomically, limiting the chance that a reader encounters a partly written export. Collection, scoring and publication therefore have clear boundaries. An analyst can inspect an existing scored snapshot while the refresh machinery works through the next run.
Return the ranking to a property an analyst can inspect
The Streamlit dashboard turns a scored file into a review surface. A sortable property list drives a detail pane showing the composite score, component scores, recorded market value and score reasons. Deeper sections expose property attributes, legal descriptions, ownership, tax information and metadata. The selected snapshot remains visible through the source selector, preserving the relationship between a review and its underlying export.
Coordinates are transformed into the latitude and longitude used by Google Maps and Street View. Dedicated actions open those views and the official property-appraisal portal for the selected parcel. The analyst can move from a numerical priority to the street setting, then to the public record, without reconstructing the property search. This is the practical deliverable: an acquisition research system that carries the team's criteria through collection and scoring into an inspectable shortlist.
Client identity and exact locations are confidential. The generated mark is an editorial symbol created for this case study.
Make your acquisition criteria operational.
Connect the records, signals and review tools your team needs to assess its next opportunity.
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