Expansion and portfolio decisions
Custom Territory and Market Analysis
One defined question, one geography, one rubric written down before the work starts, and a ranked answer with its limits attached. The first 3 properties are free.
Free preview: 3 properties, delivered 3 business days after we confirm your territory. No card, no call.
Many property questions are asked once, and standing data products are not built for them.
A data vendor sells a subscription to someone else's schema; a consultancy sells eight weeks and a deck. Neither shape fits a bounded question that is answerable in days.
See how the research worksFive question shapes we scope, and the boundary each one runs into
A well-formed question has three parts: a decision that depends on the answer, a geography or portfolio, and a threshold separating a yes from a no.
| The question | How it gets scoped | Where it stops |
|---|---|---|
| Which submarket do we open next? | How it gets scopedA ranked comparison of the submarkets you are choosing between, on the count, density, and mix of properties matching your customer profile | Where it stopsIt stops at everything that is not a property. Competitor pricing, labor, and lease rates decide branch openings too, and none of that is in a parcel record. |
| Which of our sites need attention first? | How it gets scopedYour address schedule, one rubric applied identically to every site, ranked on the criteria you supply | Where it stopsIt stops at your internal history. Maintenance records, sales history, and tenant complaints have to come from you; we can weight them, but we cannot source them. |
| How many properties here fit our profile? | How it gets scopedA census rather than a ranking: every parcel matching the use codes, size band, ownership pattern, and attributes you define | Where it stopsIt stops where the county does. Without a machine-readable parcel roll the count becomes an estimate with a stated confidence, and the report says which. |
| Where does our CRM disagree with the public record? | How it gets scopedA reconciliation of your account list against assessor ownership, parcel attributes, and current imagery | Where it stopsIt stops at the assessor's own lag. Rolls refresh annually and trail transfers by a cycle, so a disagreement means one record is stale — not automatically yours. |
| Is this corridor worth a service branch? | How it gets scopedThe count, distribution, and mix of qualifying properties inside a drive-time isochrone from candidate locations | Where it stopsIt stops at demand. Property density gives you the addressable base and how efficiently it routes, not what share will buy or at what price. |
We turn down scopes where public data cannot carry the answer, or where the intended use is a fair-housing, credit, employment, or insurance decision about individuals. If a question is partly answerable, we say which part in writing first.
What a custom scope can be, and what it never becomes.
Custom does not mean unbounded: the method is the one behind the six standard reports, applied to a question of your shape.
In scope
- Any property question answerable from parcel records, imagery, permits, and public geospatial layers
- Portfolio ranking against criteria you define, applied identically to every asset
- Property counts and distribution across a defined geography, at the unit your decision uses
- Reconciliation of your own property list against the public record
- Multi-market comparison, with the source differences between jurisdictions documented
Out of scope
- Anything requiring non-public data we cannot lawfully obtain
- Decisions about individuals under fair-housing, credit, employment, or insurance rules
- Financial modeling, valuation, appraisal, or investment advice
- Engineering, environmental, legal, or title opinions
- Predictions of demand, owner intent, competitor behavior, or price
The four things to bring to a scoping conversation
- The decision the answer feeds, in one sentence — not the data you want, the decision you face.
- The geography or address schedule, with its actual boundaries rather than a metro name.
- The threshold separating a qualifying property from a non-qualifying one, even if it is rough.
- Any internal data you can contribute — your own site history is the strongest input we cannot source.
One question, one rubric, one answer your team can argue with.
Most of the data is public; the value is that every property was judged by the same written standard.
- 01State the decision and the thresholdYou tell us the decision the answer feeds, the geography or portfolio, and what makes a property qualify.
- 02Agree on the rubric in writingWe confirm which sources carry the question, which part they cannot reach, and the criteria and weights.
- 03Apply, review, and deliverThe rubric runs on every property in scope, an analyst reviews the result, and the report ships with its open checks.
- The written rubric
- The criteria, thresholds, and weights you approved before work started, restated so the ranking can be audited.
- Scope and coverage statement
- The geography or portfolio, the sources used, their dates, and the jurisdictions where coverage was thinner.
- Ranked results or a census
- An ordered shortlist where you asked for priorities, or a count and distribution where you asked how many exist.
- Distribution mapping
- Where the matching properties concentrate, at whatever unit the decision uses — submarket, drive time, or corridor.
- Findings in plain language
- What the evidence supports and what surprised us, readable without a GIS background.
- Open checks and the unanswered half
- The outreach, records, or professional diligence still required, and what property data could not reach.
Further reading
How this screen is actually run.
Scope, size, comparability, and what actually fits.
It answers the property half: how many qualifying properties exist, where they concentrate, and how efficiently a territory routes. Pricing, competition, regulation, and staffing are outside what property evidence reaches.
Scope depends on property volume, source coverage, and your timeline. The practical route is the free 3-property preview, then the $500 pilot at 25 properties, sized to prove the rubric before a larger commitment.
Yes, when the comparison rules and source coverage are consistent enough to make it honest. Where they are not, the report identifies where the comparison weakens rather than averaging the difference away.
We tell you during scoping, before any engagement, and say which part is answerable if any part is. That conversation costs nothing.
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Send us one question with a geography attached.
Describe the decision, the territory, and what makes a property qualify. We will tell you whether property evidence can answer it, and return 3 worked properties in 3 business days, free.
3 properties · 3 business days · no card