SAMPLE REPORT — Illustrative company and figures. No live research was performed, actual agent executions: 0, MAX Not run, Guardians not run (built · integration pending). Human decisions remain required.
Sample Report 9 · Real Estate
Real Estate Brokerage — Where Should We Expand?
Keystone Home Realty (sample) · Sample results only
Client assignment
The brokerage wants to open one new office and is comparing three illustrative neighborhoods: Northgate, Riverside and Elm Park.
How the client assigns it to TED: The broker-owner gives TED sample agent and cost estimates for each area and asks for a ranked comparison. TED confirms market demand figures must come from verified external data before a decision.
Executive summary
Elm Park ranks first (3.55) with the best year-one economics (about $26,400), Northgate second (3.45, about $12,500), and Riverside last (3.20, about −$11,000) despite the strongest demand, because of high costs and thin agent capacity.
3
Areas compared
Illustrative names
3.55
Top score
Elm Park, out of 5
$26,400
Elm Park year-one result
Company dollar − costs
Key findings
1. Demand alone misleads
Riverside has the highest demand score but loses money in year one on sample costs.
2. Agent capacity is the constraint
Elm Park has 6 committed agents versus 4 for Riverside.
3. All three need verified data
Scores are placeholders until listing, sales and demographic data are collected.
Weighted market score (illustrative, 1 to 5)
Weights: demand 30%, agent capacity 20%, acquisition cost 20%, margin 15%, execution risk 15% (higher = better).
FactorDemand (30%)
- Northgate
- 4
- Riverside
- 5
- Elm Park
- 3
FactorAgent capacity (20%)
- Northgate
- 3
- Riverside
- 2
- Elm Park
- 4
FactorAcquisition cost (20%)
- Northgate
- 3
- Riverside
- 2
- Elm Park
- 4
FactorMargin (15%)
- Northgate
- 4
- Riverside
- 4
- Elm Park
- 3
FactorExecution risk (15%)
- Northgate
- 3
- Riverside
- 2
- Elm Park
- 4
FactorWeighted total
- Northgate
- 3.45
- Riverside
- 3.20
- Elm Park
- 3.55
Year-one economics (illustrative)
Company dollar = agents × sides per agent × company dollar per side.
AreaNorthgate
- Sides
- 45 (5 × 9)
- Company dollar
- $139,500
- Costs
- $127,000
- Result
- $12,500
AreaRiverside
- Sides
- 40 (4 × 10)
- Company dollar
- $144,000
- Costs
- $155,000
- Result
- −$11,000
AreaElm Park
- Sides
- 48 (6 × 8)
- Company dollar
- $134,400
- Costs
- $108,000
- Result
- $26,400
Options & decision table
Expansion options
Illustrative.
OptionOpen in Elm Park
- Benefit
- Best economics and capacity
- Risk
- Lower demand ceiling
OptionOpen in Northgate
- Benefit
- Balanced
- Risk
- Thinner margin
OptionDelay; recruit for Riverside
- Benefit
- Biggest long-run market
- Risk
- Year-one loss
Prioritized action plan
- 1Collect verified listing, sales and demographic data for all threeBroker-owner · 30 days
- 2Confirm agent commitments in writingRecruiting lead · 30 days
- 3Re-score and decide; negotiate a short initial leaseBroker-owner · 60 days
Success metrics
- Office break-even within 12 months
- Agent retention above 85%
- Sides per agent at or above plan
SOCRATEE's Perspective
Sample text, not generated
Assumptions to test
- Committed agents will actually move
- Company dollar per side is stable
What deserves questioning
- Would a smaller satellite office change Riverside's math?
- How sensitive is the rank to the weights?
Sources & evidence
Illustrative assumptions (not evidence)
- Neighborhood names, scores, agents and costs are sample data
Verified data needed before deciding
- Verified listing and closed-sale data
- Population and household data from official sources
- Lease quotes
- Local licensing requirements
Verified evidence attached: none. No citations are provided because no research was performed.
Safeguards
- No market claim without verified external data
- Broker-owner decides
Report status · Research & Review Record
- Actual agent executions: 0
- MAX independent grade: Not run
- 18 Guardians: Built · Integration Pending; no review occurred
- Live research: None performed
- Final decision: Always a human decision
Specialist roles (role definitions · not executed)
- TED — Coordinator: would scope the assignment, route work and assemble the report.
- RES — Would gather verified market data with citations.
- KNOLLY — Would reconcile agent and cost assumptions.
- SOCRATEE — Would challenge weights and demand assumptions.
- LIBBY — Would check licensing and advertising rules.
- MAX — Potential independent grader. Not run; no grade exists.
- 18 Guardians — Potential oversight layer. Built · Integration Pending; no review occurred.
How AI Team One Works — Step by Step (prewritten)
Stage 1
The assignment
The broker-owner asks which of three areas to expand into.
Stage 2
TED coordinates
TED routes scoring, economics and a verified-data plan.
Stage 3
Specialist responsibilities
RES defines required market data, KNOLLY reconciles costs, SOCRATEE tests the weights.
Stage 4
Oversight design
Oversight here would center on unverified market claims: SOCRATEE would test whether a smaller satellite office changes Riverside's ranking, since the answer may turn on the entry format rather than the neighborhood, LIBBY would hold every demand figure to verified listing and closed-sale data, MAX could grade the weighted comparison, and the Guardians could review the acquisition-cost assumptions. In this sample none of that ran: MAX Not run, Guardians not run (built · integration pending).
Stage 5
The executive report
The result would look like "Real Estate Brokerage — Where Should We Expand?": findings, options, a prioritized action plan and the data still needed. Prewritten sample content; actual agent executions: 0.