Real estate and PropTech evaluation patterns

Real estate evaluation patterns — primitive ratio, span rules, GEPA labeling, cadence.

Recommended primitive ratio for real estate AI: 60/25/15 — deterministic rules, code assertions, judges. Fair Housing Act, FCRA, and state real-estate forms drive most checks to deterministic rules; bias auditing leans on code scorers.

Primitive ratio

Primitive	Share	Why
Deterministic rules	60%	Protected-class language, agent-review gate, FCRA accuracy, state-form clauses
Code assertions	25%	Demographic fairness, factual match, comp-set checks
LLM judges	15%	Steering language detection, neighborhood-claim faithfulness, tone, retaliation guard

Pattern table

Scenario	Primary primitive	Specific check
Listings — protected language	Rule + Judge	No protected references direct or indirect
Listings — factual accuracy	Code assertion	Sq ft, beds, baths match data
Listings — agent gate	Rule	No publish without agent sign-off
AVM — fairness	Code scorer	Valuation parity post-attribute control
AVM — comp set transparency	Rule	Comps cited
AVM — confidence interval	Rule	CI present
AVM — out-of-area refusal	Rule	Below threshold = refuse
Tenant screening — FCRA accuracy	Rule	Every item verifiable
Tenant screening — adverse action	Rule	Notice triggered
Tenant screening — fairness	Code scorer	Group outcome parity
Tenant screening — criminal record	Rule	HUD 2016 guidance
Transactions — state form	Rule	Clauses match state standard
Transactions — required disclosures	Rule	Federal + state surfaced
Transactions — citation	Judge	Output grounded in contract
Property mgmt — tenant rights	Rule	Jurisdiction-specific cited
Property mgmt — habitability	Rule	Auto-escalate
Property mgmt — retaliation guard	Rule + Judge	Sensitive cases route to human

Span rules

• listing.lookup — listing data and source
• protected.scan — protected-class language detector
• comp.set — comp properties cited
• fcra.verify — item verification trail
• state.form.match — state-specific clause comparison
• tenant.rights.lookup — jurisdiction-specific tenant rights

GEPA labeling

For each real estate judge, label ≥ 50 paired examples:

• Steering-language detection: Fair-housing specialists label; cover subtle steering
• Neighborhood-claim faithfulness: Local agents + data analysts label
• Retaliation-guard sensitivity: Tenant-rights attorneys label
• Contract-citation faithfulness: RE attorneys label per applicable state

Run judge optimization with budget="medium". For protected-class detectors, run with budget="heavy".

Cadence

Cadence	Activity
Per-deploy	CI gate runs scenario suite (rules + assertions)
Daily	Sample production traces; full evaluation
Weekly	Demographic-fairness audit on AVM and tenant screening
Monthly	GEPA re-optimization on judges
Quarterly	State-form refresh; HUD guidance review; jurisdiction-rights refresh
Annually	Full fair-housing audit; insurance E&O renewal evidence package

See also

• Real estate scenarios
• Real estate compliance
• Recipe: GEPA basics