Real Estate Due Diligence Workspace

SITUS

by SeaGoat

Intelligence for the Physical World

The Super-Inspector for construction due diligence.

SITUS runs the workflow—not just assists it.

EVIDENCE-FIRST LOGICAUDIT-READY OUTPUTSWORKFLOW SPINE
Signal Disconnect

Assessments Die in
Static Reports.

Photos scattered in folders. Costs buried in spreadsheets. Context locked in engineers' heads. When teams change or projects hand off, the knowledge disappears.

SITUS turns every assessment into structured, auditable intelligence. Unified Salient Facts keep core asset data entered once and synced across PCA and ESA.

Field FindingsCost RecordsReserve ScheduleInstitutional Memory
The Shift

What changes when SITUS runs the workflow

Same people. Same properties. Entirely different output discipline.

Old Way
With SITUS
Photos

Uploaded to the platform. Manually dragged into sections — or skipped with a note that says "see appendix."

Photos

Drive-By AI attaches them to checklist items before anyone goes onsite. Evidence is bound, not filed.

Costs

Entered in a cost table that doesn't talk to the condition field. Both filled in separately, by hand.

Costs

ASTM-driven: cost timing determines condition. The table and the condition rating are the same source — no contradictions.

Report

Assembled inside a template that enforces nothing. Quality depends entirely on who's writing that day.

Report

Generated from confirmed findings. Narrative, cost table, photo appendix — assembled, not written. One template, zero variance.

Reviewer

Opens the finished PDF and starts over. Three exports to get the page breaks right.

Reviewer

Reviews staged findings only. Mismatches block save — caught at entry, not after three PDFs.

Lender

Waits for the complete report. The reserve number isn't separated from the narrative — you can't get one without the other.

Lender

Quick Response ships the reserve number the day findings are confirmed. Full narrative follows on its own timeline.

History

Prior assessments found manually. Asset history lives in email threads and a shared drive no one maintains.

History

Prior reports link to the property automatically. Asset history is structured, searchable, and always current.

Workflow

Evidence to Decision, End to End

One operational spine: recon evidence turns into checklist actions, then cost logic and report output.

1

RESEARCH

Pre-site intelligence: Google Earth Timeline AI, Property Scan, and AI Research run together.

Timeline screenshots, public records, satellite imagery, and pre-site observations flow into structured recon. Observations generate on-site actions.

2

SITE

On-site evidence capture with Drive-By AI and checklist completion.

Drive-By AI auto-assigns files to checklist items. Reviewer confirms condition, quantities, and evidence per component. Staged findings flow to Findings.

3

FINDINGS

Staged items become structured findings with deterministic cost logic.

Repair/replace conditions bind to quantity, cost item, and reserve timing. Reviewer confirms each finding before it can appear in a report.

4

REPORTS

Report sections generate from confirmed findings with traceable citations.

Each claim traces to checklist data, evidence IDs, and reviewer sign-off. Reports require human approval before delivery.

Every output is traceable. Every decision is defensible.

Configuration

Installed Packs

SITUS adapts to your workflow. Select packs to inherit validation rules, evidence requirements, and reporting standards.

Active Modules

Property Condition

PCA

ASTM E2018-24 checklist, EUL-based cost logic, reserve schedule generation.

Environmental

ESA

Phase I/II workflows, REC tracking, regulatory flag management.

Progress Monitoring

CONSTRUCTION

Draw inspection reports, milestone tracking, contractor observation logs.

Appraisals

APPRAISAL

Condition-to-value mapping, cost approach support, and appraiser-ready findings export.

System Outcome

No guessing. No improvisation. No downstream surprises.

See It In Action

One Project. Every Step.

Follow Central Tower from Research through Report — each tab is a real workflow stage in SITUS.

SITUS·
Central Tower#PCA-2024 · 450 Commerce St, Austin TX
MB

Property Briefing

AI-generated · review before use

Central Tower is a 5-story Class B office building with approximately 127,000 SF situated on a 2.9-acre urban site. Constructed in 1974. Flat/low-slope built-up roof with multiple sections — age exceeds typical 20–25 yr expected useful life. Rooftop HVAC package units and AHUs present. Surface asphalt parking. Facade: glass and precast concrete. HVAC systems likely beyond serviceable life. Elevator count to be confirmed on site.

Sources: Public property records · County appraisal district · Satellite imagery · Building permits

Hazards

Flood Zone

Verified

Non-SFHA

Minimal flood risk

Low

Wind Zone

Verified

Zone II

High wind — design required

Moderate

Seismic Zone

Verified

SDC A

Low seismic activity

Low

Radon Zone

Verified

Zone 3

Low potential

Low

Climate Zone

Zone 2A

Hot–Humid

IECC · NOAA/NWS

Environmental Flags

Flagged facilities nearby

Phase I ESA scope review recommended

Review recommended

Soil / Foundation

Urban fill

Gentle slope · Variable drainage

Public records

Regulatory

Auto-drafted records requests

Fire Dept

Subject: Records Request: Fire Code Violations — 450 Commerce St
To Fire Department Records Clerk:
Please provide copies of any open Fire Code Violations for the property at 450 Commerce St.
Thank you

Building Dept

Subject: Records Request: Building Permits — 450 Commerce St
To Building Department:
Please provide a list of all issued building permits and certificates of occupancy for 450 Commerce St.
Thank you

Violations

Fire Code

No open violations found.

Building Code

No open violations found.

Step 1 of the Workflow

You arrive on site
already knowing
what to look for.

Before your inspector sets foot on the property, SITUS Research Engine runs three parallel scans and hands them a pre-site brief: what changed on the property over time, what the county says about it, and what to investigate when they get there.

The brief generates on-site Actions — specific, numbered investigation items that map directly to checklist fields. Reviewers don't assign work on arrival. It's already assigned.

Google Earth Timeline AI

Analyzes satellite imagery across years. Flags roof changes, additions, demolitions, and site modifications that don't appear in permits.

Property Scan

Cross-references county records, municipal data, and ownership history. Surfaces discrepancies before the visit — year built, last sale, zoning conflicts.

AI Research

Analyzes uploaded documents, images, and satellite data to generate proposed checklist fields, observations, and condition flags — all cached to the source, not re-run.

Research Brief — Pre-Site

Property

Central Tower

450 Commerce St, Austin TX · 1974 · Class B Office

Google Earth · 2018 vs 2024

Roof surface discoloration visible across low-slope sections. No permit on file for replacement — original membrane likely still in place. Possible ponding at NW parapet corner.

Property Scan · County Records

Built 1974. No major permit activity since 1998. Elevator permit last filed 2001 — modernization likely overdue. Environmental flags detected within 500ft of site boundary.

AI Research · Satellite + Public Records

Proposed: Roof Systems — Poor condition. HVAC units visible on roof, installation date unknown. Wind Zone II designation requires envelope verification on facade and glazing.

Generated On-Site Actions

01

Inspect roof membrane at parapet and low points — age and ponding risk

02

Confirm elevator count and document cab condition — permit gap since 2001

03

Assess Phase I ESA scope — flagged facilities detected in proximity

Pre-Site Risk Summary

High

Roof age, elevator permit gap, and environmental proximity all flagged. Expanded Phase I ESA scope recommended before closing.

The Findings Record: Structured Evidence

Every finding becomes a structured record with evidence binding, cost logic, and provenance. Guardrails enforce quality before anything reaches the report.

Finding

ID: PCA-2024-001-001 · Central Tower

✓ Verified
Component

Roof Membrane · Central Tower

Condition

Poor

Action

Replace

Qty

127,000 SF

Cost Item

Roof Membrane Replacement

Cost Estimate

$1,460,500

Evidence Attached
📷 2 photos📄 1 doc
Timing

Immediate

Provenance Chain
Source

situs_pca_2024

Evidence IDs

[img_001, img_002, doc_001]

Reviewer

M.B. (PE)

Override

None

Guardrails enforce quality: Poor requires evidence. Repair requires quantity + cost.

Architecture

Built for Flexibility, Not Forks

SITUS Core is the shared workflow foundation—reusable across construction domains. Workflow Packs configure client-specific behavior without fragmenting the codebase.

base_pack

Foundation

Core rules, default terminology, shared cost library

tenant_pack

Client Layer

Overrides terminology, validation thresholds, report templates

project_override

Job-Specific

Scope restrictions only — cannot expand tenant permissions

Available PacksPCA PackESA PackProgress PackAppraisal PackCustom Pack

SITUS CORE

Reusable across PCA, ESA, Progress. Single codebase.

  • Evidence ingestion + staging
  • Findings object model
  • Findings + reserve logic
  • Report generator
  • Audit + provenance

WORKFLOW PACKS

Pack controls: rules, terminology, validation, templates.

  • Validation rules (e.g. debt vs equity)
  • Terminology (e.g. PCA, ESA, Progress, Appraisals)
  • Cost libraries
  • Templates + export formats
  • Domain-specific prompts

YOUR CONFIGURATION

Opt-in per pack. Nothing turns on without approval.

  • Enabled per tenant via entitlements
  • Partner proprietary logic lives in custom packs (e.g. PCA Pack)
  • Need PCA-style deliverables? There’s a pack for that.
  • Progress monitoring, appraisals, ESA—each use case can have its own pack.

What Packs Actually Control

  • Validation rules: Poor requires photo. Repair requires quantity + cost. Pack-configurable thresholds (e.g. debt vs equity sensitivity).
  • Terminology + language: Condition labels (e.g. Immediate vs Short-Term vs Routine). Action labels (e.g. R&M vs Replace). Mode selector (e.g. PCA, ESA, Progress, Appraisals).
  • Cost + reporting: Cost libraries, EUL/RUL sources, inflation model. Report sections, required elements (FOIA, PSQ, ADA screening), output formats (PDF, CSV, photo appendix).
  • SITUS → GRID sync: On approval, findings + evidence_ids + cost table + salient facts + override rationales sync to institutional memory. Append-only. Each sync creates an immutable snap.

Nothing turns on without approval—capabilities are opt-in per pack. Invalid pack blocks project creation. All packs validated against schema on load; schema changes require a migration path.

Quick Response

450 Commerce St, Austin TX · March 27, 2026

4 findings100% reviewed127,000 SF

Opinions of Cost

HorizonItemsCost
Immediate1$1,460,500
Short-Term2$1,099,760
Long-Term1$1,250,000
TOTAL4$3,810,260

S&P Reserve Benchmark: Computed $381,026/yr vs. S&P benchmark $317,500/yr ($2.50/SF). Delta: 20% above benchmark.

Cost Detail

ItemDriverRULTotal
Roof Membrane ReplacementRoofing Systems0$1,460,500
HVAC System ReplacementHVAC Equipment0$892,000
Elevator ModernizationVertical Transport5$1,250,000
Sidewalk & Curb RepairExterior Hardscape10$207,760
› Photo Appendix Preview2 photos attached
Quick Response

The reserve number
ships before the
narrative is done.

Lenders don't need the prose. They need the cost table, reserve schedule, and key flags — and they need it fast. SITUS Quick Response delivers a cost-first output the moment findings are confirmed, while the full narrative is still being assembled.

No waiting on writing. No holding the reserve number hostage to paragraph edits. The output that closes the loan ships first — the report follows.

Cost-first output

Reserve schedule, cost table, timing flags — from confirmed findings only.

Ships immediately

Generated the moment reviewer sign-off is complete. No assembly required.

Full report follows

Narrative, photo appendix, and compliance language come after — same evidence base.

Who It's For

Built for Teams That Can't Afford to Be Wrong

Every role in the PCA workflow has a different failure mode. SITUS closes each one.

PCA & Engineering Firms

Subcontractor costs mostly cover reformatting, not engineering.

SITUS generates the deliverable directly from confirmed findings. Reviewers review — they don't rebuild.

Equity & Due Diligence Teams

Cross-referencing PCAs by hand against your own data wastes deal time.

Structured findings let you compare condition, cost, and timing across assets in one place.

Lenders & Underwriters

Reserve numbers that can't be traced back to evidence don't hold up.

Every finding connects to source, photo, and sign-off. Numbers that survive review.

Report Reviewers

Reviewing a finished PDF from scratch takes hours — errors still get through.

Reviewers see only staged findings. Mismatches block save — caught at entry, not in review.

Governance

Defensible by Design

SITUS is designed for environments where outputs must hold up years later—in audits, legal reviews, and lender scrutiny.

Glass-Box Accountability

Every claim traces back to:

  • source_id (origin document)
  • evidence_ids[] (photos/snippets)
  • timestamp + version
  • review_status (draft/staged/approved)
  • override_rationale (when humans override engine)

Provenance states: Verified (modern evidence + approval), Resurrected (from archive, unverified until confirmed), Derived (inferred, must show lineage).

Hierarchy of Truth

When sources conflict, SITUS enforces authority order:

  • 1. Construction/architectural docs (as-builts, specs, permits)
  • 2. Physical assessment evidence (photos, measurements)
  • 3. County/municipal records (assessor, GIS, permits)
  • 4. Third-party reports (previous PCAs, environmental)
  • 5. Client-provided data (rent rolls, spreadsheets)

Higher authority wins by default. Override requires rationale + reviewer approval. Same-level conflict → flag for human. "Unknown" is always valid—never force a guess.

Human-in-the-Loop

Models suggest. System validates. Humans decide.

  • AI proposes field values, conditions, and costs — humans confirm or override
  • Every override requires a written rationale before it saves
  • Sign-off is reviewer-specific and timestamped — not a blanket approval
  • Nothing reaches the report without explicit human staging

LLMs propose — reviewers prove. Every override is logged with rationale for defensibility in legal reviews and lender scrutiny.

Legacy Data Ingest

Bring prior PCAs and photo logs into structured history on Day 1.

  • Chunk by doc type (tables vs narrative vs bullet lists)
  • Preserve provenance — page and section reference where possible
  • Defaults to Unverified until a reviewer confirms the finding

Ingested data never auto-promotes. Human confirmation required. Contradicted by modern evidence → Superseded (never deleted).

Reports Are a Byproduct. Truth Is the Output.

SITUS doesn't just generate PDFs—it writes structured, provenance-backed truth that feeds your institutional memory.

GRID and ATLAS In Development

SITUS

Generation Layer

Recon → Checklist Stage → Cost → Report

"Detect roof membrane failure on Central Tower."

"Map Central Tower roof to portfolio-wide membrane dependencies."

GRID

Memory Layer

Portfolio Graph • Evidence Timeline

ATLAS

Strategy Layer

Portfolio Rollups • CapEx Planning

"Forecast replacement costs for all Tier-1 membrane systems."

SITUS deliverables are instant. The asset intelligence compounds over time.

The Platform

SITUS is the entry point. Every verified output feeds GRID's asset memory. ATLAS turns that memory into portfolio intelligence.

SITUS

Where it starts. Every verified assessment, finding, and cost record — structured, traceable, approved.

  • AI-assisted field capture
  • Finding-level cost records
  • Pack-based report generation
  • Reviewer sign-off workflow
  • PDF export with full audit trail
GRIDIn Development

Asset memory. GRID stores SITUS outputs, tracks change over time, and builds the visual ledger of every asset you've assessed.

  • Per-asset assessment history
  • System-level deferred cost tracking
  • Before/after photo timelines
  • Condition trend graphs
  • Reserve schedule projections
ATLASIn Development

Portfolio intelligence. ATLAS reads from GRID to detect compound risk, run what-if simulations, and deliver board-ready briefs.

  • Cross-asset risk aggregation
  • Capital need forecasting
  • What-if scenario modeling
  • Board-ready portfolio briefs
  • Lender & LP reporting packs
Sample Output

From Findings to Cost — Automatically

Confirmed findings become structured cost records. Reserve schedules are generated from deterministic logic — no manual entry.

Findings Table
situs_2026_demo · 8 findings · 100% reviewed
No.ComponentSectionConditionPriorityCost ItemQtyUOMUnit CostExt. Cost
001Roof MembraneRoofingPoorImmediateTPO Roof Replacement18,400SF$8.20$150,880
002HVAC — Rooftop UnitsMechanicalFairShort TermRTU Replacement (4 units)4EA$14,500$58,000
003Parking Lot — NorthSitePoorImmediateAsphalt Overlay22,000SF$3.10$68,200
004Elevator Cab & ControlsVertical TransportFairShort TermModernization2EA$56,000$112,000
005Exterior WindowsEnvelopeFairLong TermSealant Replacement3,200LF$6.50$20,800
006Domestic Water HeatersPlumbingPoorImmediateWater Heater Replacement3EA$4,200$12,600
007Entry CanopyStructureFairShort TermStructural Repair1LS$18,500$18,500
008Landscape — IrrigationSiteGoodLong TermController Upgrade1LS$6,200$6,200
Total Estimated Cost$447,180
Condition:PoorFairGood
Priority:ImmediateShort TermLong Term
Reserve Schedule
Generated from confirmed findings · ASTM-based EUL
No.SectionComponentConditionPriorityRUL (yrs)Reserve YearEvent YrsEst. Cost
001RoofingRoof MembranePoorImmediate0202615–20$150,880
003SiteParking Lot — NorthPoorImmediate0202620–25$68,200
006PlumbingDomestic Water HeatersPoorImmediate0202610–12$12,600
002MechanicalHVAC Rooftop UnitsFairShort Term2202815$58,000
004Vertical TransportElevator ModernizationFairShort Term3202920$112,000
007StructureEntry CanopyFairShort Term3202925$18,500
005EnvelopeExterior WindowsFairLong Term7203320$20,800
008SiteLandscape IrrigationGoodLong Term8203410$6,200
Immediate (Year 1)$231,680
Short Term (Yr 1–3)$188,500
Total Reserve Estimate$447,180

RUL = Remaining Useful Life · Event Yrs = expected service life at replacement · All costs are order-of-magnitude estimates for planning purposes only. Sample data — no sensitive project information.

Sample Deliverable

The Report. Auto-Generated.

Cover to reserve schedule — assembled from confirmed findings. No manual formatting.

PCA-2026-001 · Riverside Commons
Page 1 of 4
SeaGoat Intelligence | seagoat.ai

Property Condition Assessment Report

Riverside Commons

4820 Harbor View Blvd, Austin TX 78701

Prepared For

Meridian Capital Group

Project No: PCA-2026-001

Prepared By

SeaGoat Intelligence

Property Condition Assessment

For Mortgage Financing Purposes Only

DRAFT — For Internal Review Only. Not for Distribution.

seagoat.ai | Intelligent Property Assessments

Standards

Powered by Approved Outputs

SITUS never generates a report from raw AI output. Every claim traces back to a confirmed finding and a reviewer's sign-off.

No unverified AI guesses

Every output derives from confirmed findings — never raw model output. AI assists; reviewers decide.

Full audit trail

Each report traces back to source evidence, field observations, and who approved what.

ASTM E2018-24 aligned

Reports are built to standard, with EULs, unit costs, and client scope of work baked into every pack.

Deploy the
engine.

We’ll map your deliverables and stand up a workspace.

Evidence-First Logic
Findings and costs require linked evidence; no blind approvals.
Audit-Ready Outputs
Reports and cost rolls trace back to evidence and review actions.
Workflow Spine
Single workflow from capture to approved deliverable.