Next upQueued
Data sources to pull in (priority order)
●Regrid — national parcel + deed / sale price & dateBUY FIRST · fills acquisition price, adjusted basis, land-appreciation gain · cheapest path to actionable · enables asset-first discovery
●SEC EDGAR — 10-K property schedules (FREE)book values, holdings, acquisition dates for public parents · parsed with Claude (Sonnet)
ATTOM — deeper property + mortgage / lien + AVMadds debt & lien detail on top of Regrid
Trepp — CMBS loan maturity, DSCR, watchlistthe debt-maturity / liquidity catalyst signal (timing)
CoStar / Green Street — institutional FMV, cap rate, NOIbig upgrade · real income-based valuation · sequence last, after cheaper wins prove the model
Orbis (BvD / Moody's) — global ownership depthcross-check harvest comprehensiveness — what are we missing?
Enrichment & discovery method
●Move execution to Claude Coderuns on-machine with real network + credentials · hits the data APIs directly & loops autonomously · eliminates the manual-courier bottleneck this chat had
●Asset-first discovery (reverse path)deed data → owner → foreign-parented C-corp · catches assets the entity-tree harvest misses · widens the funnel
Real adjusted basis + full built-in gainrecapture + land appreciation, once Regrid/deed data lands
Per-deal underwriting memos (Claude Opus)1-page thesis per top target — what makes the output actionable
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
✓Host the tool with password protectionlive on Cloudflare Pages behind a shared-password gate · done
●Swap Adam's personal card → corporate card on Claude APIAnthropic Console workspace · needed before Claude Code runs bill against it
●Deepen the Zephira harvest — broader parents, deeper treesGulf & deep-Japanese pulls · maximize coverage & precision
Data-strategy scoping — sequence the paid feedsRegrid/ATTOM first, CoStar/Orbis when they justify the spend