RESIDENTIAL COMMERCIAL
INTANGIBLE ASSETS GROUP
Confidential
Residential Pipeline
To-Do
Next upQueued

Data sources to pull in

Asset information data sourceproperty / asset-level holdings detail per entity
Real estate data sourceparcel, valuation, transaction history
Institutional valuation feed — Capital IQ / PitchBook / Preqin / LSEGbook basis, FMV, built-in gain, debt & maturity
Acquisition data — purchase date, hold length, price, ownership %powers the acquisition columns & tax-basis estimate

Countries still to bring in

Gulf sovereigns — Qatar, Saudi Arabia, UAE, KuwaitQIA, PIF, ADIA, Mubadala, KIA — major US hard-asset holders
Asia — China, South Korea, Hong Kongbeyond the current Japan / Singapore base
Europe — Netherlands, Norway (sovereign fund), Spain, Italyextend past Germany / France / Switzerland / UK
Canada & Australia — pension & super fundsCPPIB, CDPQ, AustralianSuper hold large US real assets

Operations

Run remaining Zephira credits — pull as much as possiblemaximize coverage before the credit window closes
Host the tool with password protectionreal URL + auth, off the local server
Replace Adam's personal card with corporate card on Claude APIbilling on the Anthropic Console workspace
Book a meeting with a data consultantscope the institutional feeds & ongoing data strategy
Tool Schema
Built & wiredTo be added
Group by
Parent Asset class All entities
Parent & entityAsset classPurchase dateLength held Purchase priceOwnershipTax basisEst. FMV Built-in gainDeal score