The science

AI has learned language. It must now learn place.

The core unit inside ValueAtlas is not a document or a prompt. It is an observation tied to coordinates and time. Language models are useful as interfaces and reasoners; the durable intelligence comes from structured spatial relationships, temporal sequences, event histories and observed outcomes.

The six layers of the model

L01

Observation layer

1.4 billion geocoded events: recorded deeds, listings, building permits, transit schedules and ridership, hazard records, employer footprints, retail activity and satellite imagery. Each observation carries coordinates, a timestamp and a source score.

L02

Entity resolution

846,000 New York real estate parcels reconciled across 12 record authorities. Matches are time-aware, so a parcel that was split, merged or renumbered keeps a continuous history rather than becoming three unrelated records.

L03

Property knowledge graph

Every property is connected to its schools, transit stops, zoning envelope, comparable sales and hazard exposures. Every edge is validity-dated, so the model can ask what a property was connected to in 2019, not just today.

L04

Event engine

Developments move through five states — rumored, proposed, approved, built, operational. Markets reprice on announcement and again on delivery, so the engine treats state transitions as first-class price signals.

L05

Spatiotemporal ensemble

Repeat-sales indices, hedonic regressions, geographically weighted models, graph neural networks and temporal transformers are combined. Each family is strong in a different regime, and the ensemble weight itself is learned per market.

L06

Forecast registry

Every prediction is written to an append-only log with model version, inputs, horizon and confidence band. Calibration is then measured by market, horizon and regime, and published rather than buried.

Backtest — New York residential, 2019 to 2026

Accuracy is reported the same way a forecaster would report it: hit rate inside the published band, error magnitude, and whether the direction of travel was right.

91.2%
P80 hit rate
4.6%
Median 12-month MAPE
0.87
Directional AUC

What the model cannot do

  • It is not an appraisal. ValueAtlas forecasts are modelled estimates and carry no lending or legal standing.
  • It does not predict individual transactions. The unit of confidence is a range over a horizon, not a closing price on a date.
  • It degrades where records are thin. In markets with weak public recording, confidence bands widen and coverage is reported below 100%.
  • It cannot anticipate genuine shocks. Named downside scenarios are published per market so the failure modes are visible in advance.

See the model applied end to end in the Marina Vallarta case study.