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Systems of record · 01

Real Estate OS

The portfolio is recorded in six places and understood in none.

Property management
Assets, units, occupancy
Lease systems
Tenants, terms, escalations, expiries
Accounting
Income, expense, NOI
Market data
Comps, rents, cap rates
Building systems
Sensors, tickets, maintenance
Underwriting models
Assumptions, IRR, exit scenarios

Plate data

Industry
Real estate
Status
Reference architecture
Agents
05
Layers
07

The architecture applied, published in full, ready to be built on.

The four questions · 02

Four questions those systems cannot answer.

  1. Why is NOI declining in this asset?
  2. Which leases will not renew next year?
  3. Which assets should we acquire this quarter?
  4. Which system carries the action, and who signs the commitment?
The ontology · 03

The industry, in miniature.

Asset, unit, lease, tenant, market, comp, cap rate, capital plan, work order, covenant.

Ontology fragment · real estate

ENTITY        asset
RELATIONSHIP  lease -> held_by -> tenant
EVENT         lease_expiry
METRIC        noi
RULE          investment_committee_threshold  (enforcement: approval)
DECISION      acquisition_shortlist
ACTION        underwriting_model_update
The agents · 04

Each one introduced by the question it answers.

Acquisition

Which assets should we acquire this quarter, against our mandate?

Asset management

Why is NOI declining in Tower B, and what recovers it?

Leasing

Which tenants should we target for these three floors?

Facility

Which equipment failures are likely in the next 30 days?

Investment committee

What happens to IRR if occupancy falls 7 percent and the exit cap expands 50 basis points?

Five agents, one Industry OS. The investment committee agent exists to argue with the other four.

The real estate pack · 05

What the Industry Pack contains.

Ontology
Assets, leases and market structure.
Reference workflows
Underwriting, renewal, capital planning and preventive maintenance.
Agent templates
Five agents with committee thresholds pre declared.
Connectors
Property management, lease, accounting, market data and building systems.
Evaluations
Built from historical underwriting decisions.
Governance and approval · 06

Financial boundaries rather than regulatory ones.

The pattern is the same: declared per agent, enforced by the runtime.

requires_human_approval:  capital_commitments  lease_terms_offered  valuation_assumptions  tenant_communications
READ NEXT · 07

Read next.

Pharma OS
The one with a product behind it. Same band order, plus deployment.
Healthcare OS
The same seven bands, applied to a different industry.
Manufacturing OS
The same seven bands, applied to a different industry.
Financial Services OS
The same seven bands, applied to a different industry.
The Super Brain spec
The twelve required services and the three conformance levels.
Industry Ontology Schema
How the ontology fragment on this page is declared.

One architecture. Twenty pages. Same document.

TALK TO US · 08

This is the architecture applied, not a product yet.

Published in full and ready to be built on. If you run a portfolio and want to see this against it, start with a conversation.

Talk to us

A conversation, not a demo script. We ask what your systems of record are, what they cannot answer, and which decisions actually matter. If an Industry OS is not the right answer for you, we will say so.