In the ever-shifting real estate landscape, data is only as good as the story it tells. The Sold Property Report is designed to give you a clear, side-by-side comparison of market activity in your contracted counties over the last two years. By evaluating seasonal trends—comparing the same months year-over-year—this report identifies shifts in pricing, inventory velocity, and investor activity to help you make informed strategic decisions.


What This Feature Does

This reporting service provides a deep dive into historical and current market data. Rather than looking at a flat list of sales, the Sold Report:

  • Identifies Seasonal Trends: Compares identical date ranges across two years to account for seasonal market fluctuations.

  • Tracks Investor Activity: Pinpoints "Investor Deals" by analyzing sales prices relative to estimated market values.

  • Visualizes Key Metrics: Breaks down complex data into digestible charts focusing on sales volume, median prices, and Days on Market (DOM).

  • Delivers Presentation-Ready Insights: Summarizes findings into a professional executive deck for your stakeholders.


How It Works

The process is designed to be comprehensive and tailored to your specific tenure and geographic footprint.

1. Defining the Analysis Period

To ensure the data is relevant to your specific business timeline, we define two distinct windows of time:

  • The Current Year Window: From your first fulfillment date anniversary to the present day.

  • The Prior Year Window: The exact same calendar dates from the previous year.

  • Extended Lookback: If you have been with us for more than 12 months, we analyze a full 24-month rolling period to capture long-term shifts.

2. Data Extraction & Refinement

We pull data directly from your specific service areas, focusing on counties under your contract. We then apply rigorous filters to ensure the data is "clean":

  • Removing duplicate entries.

  • Filtering out outliers (e.g., properties with $0 sale prices or improbable valuation gaps).

  • Categorizing sales into "Standard" vs. "Investor" deals based on the discount percentage relative to market value.

3. AI-Powered Market Analysis

Using advanced analytical tools, we transform the raw spreadsheets into a narrative report. This analysis answers critical questions:

  • Year-Over-Year (YoY) Changes: By what percentage has sales volume increased or decreased?

  • Pricing Shifts: What is the average sale price for standard homes versus investor-targeted properties?

  • Marketing Effectiveness: What percentage of sold investor deals aligned with recommended marketing strategies?

  • County-Level Breakdown: Which specific counties are seeing the most significant growth or contraction?

4. Professional Presentation

The final step is the creation of an 8-slide executive summary. This deck includes:

  • Executive Summary: High-level takeaways.

  • Trend Visuals: Easy-to-read charts for Sold Count and Median Price.

  • Efficiency Metrics: Tracking "Days on Market" to see how fast inventory is moving.

  • Strategic Implications: What these numbers mean for your upcoming acquisitions or marketing efforts.


Important Things to Know

  • Seasonal Accuracy: By comparing the same months (e.g., April–August 2024 vs. April–August 2025), we eliminate "seasonal noise," giving you a true reflection of market growth or decline.

  • Data Integrity: We perform a manual audit of the generated reports against the raw data points to ensure the AI's findings are accurate and grounded in fact.

  • Standardized Definitions: For the purposes of this report, an Investor Deal is defined as a sale where the price fell between 10% and 85% of the Estimated Market Value.