DFX Real Estate Intelligence

A feed of what is NEW since a cursor, ordered by when DFX learned it rather than by when it happened. The first call, made without a cursor, returns ZERO events and a starting position by design; a later call with that cursor returns what DFX learned in between. It answers what is new, not what exists. Filter by event type, state, or a specific property or parcel id. Deterministic and indexed, so frequent polling is cheap. Free. HISTORICAL FAMILIES DO FLOW THROUGH HERE. This feed is ordered by when DFX LEARNED a fact, not when the fact happened, so a foreclosure that occurred months ago and was ingested today arrives in today's delta. A distress or sales feed built on this works.

Free, keyless and unauthenticated. Returns the LOAN rather than the event: for one US state and one forward window, up to 200 loans with maturity date, original and current principal, interest rate, lender name, instrument type, origination date and the secured property's address, deduplicated to one row per loan and ordered by maturity. Every maturity_basis is 'confirmed': 19,821 of 19,821 loans carry a date filed with the SEC by a servicer or recorded by HUD, and none is estimated or inferred from a term length. Every response states how many loans DFX holds for the filter and whether the delivery is complete, so an answer capped at 200 rows is never presented as the whole population. Each row says whether a maturity event was published for the loan. A missing event does not mean the loan is defeased: loans filed as defeased (ABS-EE code F, or IP for a portion) are withheld, and code X means defeasance is not allowable, so an X loan must refinance or pay off at maturity.

Measured coverage, served sources, object types and the known gaps stated plainly, including where geography is a single state and where nothing carries a calibrated probability. It separates an empty result from an absent market. With NO arguments: the full grid, every event family, every state, measured. With `state` and/or `event_type`: a direct verdict on that one slice (COVERED, NOT_COVERED or UNKNOWN) with the basis it was decided on, which is one small answer instead of a grid to parse. Free, and it queries no data: the verdict comes from a coverage registry, so a NOT_COVERED is measured rather than inferred from an empty search.

For an investor and an opportunity (either order): MATCH REASONS, BLOCKERS, SUPPORTING OBSERVATIONS, COMPARABLE HISTORY (the investor's dated investments in the same sector, with sources), RELATIONSHIPS (a path on the graph if one exists), RECENT EVENTS on both, the computed match if the graph has one, and a confidence label. Facts, not a score.

Investors for a company (dfx_id) or a described opportunity (sector, state, deal size, stage, control): verified independent sponsors with observed acquisitions in the sector (listed, not paired or ranked; company to sponsor pairs are withdrawn), family offices with observed investments or stated sectors in it, venture firms when the opportunity is venture-shaped, and private equity matcher rows where that graph computes them. DFX does not recommend first-time capital providers. Every row says its basis (observed_behaviour, computed_match, observed_investments, derived).

For a family office, sponsor, capital provider or venture firm: the opportunities DFX knows that fit its DEMONSTRATED behaviour: computed matches where the graph has them (with reasons and blockers), then private companies with transition signals in the sectors it has actually invested in, sponsors seeking capital, companies raising in its stated sectors. Returns the behaviour it reasoned from.

Computed addon_for_platform matches for one platform (a dfx:pe: company id from search_pe_platforms): each candidate company with the matcher's reasons, blockers, why_now and comparable add-ons verbatim, the platform's owner, score, confidence and computed date. NOT_COVERED when the matcher has scored nothing for the platform, which is not a statement that no add-on fits.

Computed buyer_for_company matches from the private equity matcher for one company (a dfx:pe:, dfx:isi: or dfx:vc: company id): each firm with the matcher's reasons, blockers, why_now and comparable transactions verbatim, the deal partner where attributed, score, confidence, model version and computed date. When the matcher has scored nothing for the company the answer is NOT_COVERED with the population count: that means DFX has not computed buyers for it, never that no buyer exists. For sponsors, family offices and capital providers as well, use find_capital_for_opportunity.

Computed company_for_buyer matches for one private equity firm (dfx:pe: id): each company (on the private equity, sponsor or venture graph, with its dfx id) with the matcher's reasons, blockers, why_now and comparables verbatim, score, confidence and computed date. NOT_COVERED when the matcher has scored nothing for the firm, which is not a statement that nothing fits.

For an allocator: the card with reported assets and basis, funded status, the latest allocation policy rows (target, range, actual as printed with the subject's own label beside DFX's bucket), size and funding readings with source, investment staff and executives with the quote they were read from, plus relationships (advisers, managers, the systems an office invests for), events and same_as links through get_entity. For a consultant: client counts on the tape and its ADV institutional numbers. For a manager or fund: which public LPs back it and its pe / vc reference. A target is never an actual, a disclosed holding is never an approval, commitment dollars repeat across reports, re-ups are the plan's own words, estimates are labelled and nothing predictive is published.

Every position a BDC tagged at one quarter end (the latest unless as_of is given), each in the filer's own figures: borrower, instrument, kind, lien, principal, fair value, cost, spread, PIK, all-in rate, maturity, unfunded commitment. Debt only by default. Paged at 25.

The borrower group (its spellings and grade), every facility (kind, lien, principal held across lenders as a lower bound, mark, pricing, PIK, maturity with basis), every BDC piece at the latest quarter end, the borrower's tape quarter by quarter, every sponsor attribution with its basis and confidence, and the non-routine events. Every row names its fact class (filed: the BDC's own figure; derived: arithmetic over filed figures, a sum of pieces is a lower bound; carried: from another DFX graph with its source; inferred: an attribution by rule with confidence). A mark below cost is a mark, not impairment; a moved maturity is an observed term change, not an amendment; non-accrual and default are not on the tape and are never inferred.

Every facility a borrower group has on the BDC tape (kind, lien, principal held across lenders as a lower bound, mark on cost, pricing, PIK, maturity with its basis) with the lender group on each: every BDC holding or that held a piece, its own principal, fair value and spread, the quarters it held, and the credit manager behind it. Principal is the sum of BDC pieces: a lower bound, never the commitment, and a lender that files no schedule is invisible here.

Published capital flow paths through one institution: which allocators back this manager and through which fund, which lenders finance this sponsor's borrowers and on what facilities, which properties sit under this real estate manager where a binding is validated. Each path names every hop with its graph, id, type and role, the amount where one is disclosed, the as-of date, the bases the hops rest on and a confidence. Paths are built only from identity-grade or measured links; a candidate link is labelled and carries a confidence below 0.5. NOT_COVERED means the path layer has not computed this, never that no relationship exists.

The commitment tapes, in one call, for any id they reference: the allocator tape (a public plan's own disclosure, with the plan, the fund as printed, the manager and fund resolved to the private equity, venture or real estate record, the amount, the status, the vintage, re-up and first-time-manager in the plan's words, the plan's own paid-in, distributed, remaining value, IRR and multiple, and the source with a quote) and the real estate fund LP tape. Dated commitments with an amount by default; value-only holdings (a line in a performance report, never an approval) only with include_holdings. A commitment is the plan's number, never the fund's size, and dollars repeat across successive reports of the same plan.

A facility (one borrower group in one instrument class): size as the sum of BDC pieces with its basis, pricing modal and ranged across pieces, maturity with basis, the lender group (every BDC that holds or held a piece, each row the lender's own figures, plus lenders named on a deal), the facility through time, and every change at facility grain.

A credit manager: its classes with basis, the BDCs it advises (from each BDC's own 10-K) with their latest schedules, its credit funds on Form ADV, its sponsor relationships ranked by borrowers financed, and its links to the RIA and private equity graphs by shared CRD or CIK. A BDC: its portfolio every quarter end (fair value, principal held, borrowers, mark on cost, PIK positions, average spread), its largest facilities held with the co-lenders, and the sponsors it finances. Accepts a dfx:pc: provider or BDC id, or a BDC's CIK.

For any DFX id: the full card, published relationships with sources and dates, recent events, evidence rows (the observation each fact traces to), cross-graph same_as links by shared identifier, same-name candidates on other graphs (labelled as candidates), and pointers to deeper views. One answer to 'show me everything on X'.

The full card for one family office: profile, AUM / RAUM / 13F value kept apart with their as-of dates, behaviour, the people who run it with roles, its observed investments, relationships, recent events, evidence rows and cross-graph links (same_as by shared CRD/CIK/EIN). Contact points are withheld over MCP. Accepts dfx:fo: ids.

The full card for any entity on the sponsor graph: a sponsor (with its verification status, the companies resembling its observed deals as counted facts and reasons with no score, its announced transactions and its observed capital relationships), a capital provider (with fund size, average investment, SBIC status, strategy, whether making new investments) or a private company (with its transition signals and sponsor matches). Plus relationships, events, evidence and cross-graph links. Accepts dfx:isi: ids.

Two directions from one call. A PROPERTY dfx_id returns the tenants observed at that building: tenant name and dfx_id, occupancy class, leased area, share of the property, and the lease expiration date where the source discloses one. A COMPANY dfx_id returns where that company is observed to operate. `company` with `address` (plus city and state) checks ONE claim: does DFX hold this company at this building. Every row carries its evidence tier and its freshness. Free. not_observed IS NOT VACANT. The published tenancy sources name only the largest tenant of a building, so most real occupiers are outside the disclosure entirely and an absent row is an absent disclosure, never a statement about the space. Accepts the canonical property and company dfx_ids carried by address and name resolution results and by event rows.

The full card for a private equity firm: identity (website, HQ, ADV filing dates), classification with basis and the size band's definition and evidence, classification history, stated criteria (sectors, EBITDA, EV, equity check, control) kept apart from observed behaviour, funds summary and its ten latest funds, team summary and current people with titles, portfolio summary with recent investments and transactions, top counterparties (lenders, advisers, placement agents, co-investors with shared-deal counts), every score WITH its components and missing_inputs, recent events, evidence, and same_as links to the family office, sponsor and venture graphs by shared identifier. Also accepts a dfx:pe: person, fund or company id and returns that card.

One fund: manager, vintage and basis, every amount kept apart with its basis (adv_gross_asset_value is reported gross assets, not fund size or dry powder), the year-by-year Form ADV reporting tape (gross assets, owners, minimum investment, ownership percentages), LP commitments where disclosed, relationships (placement agents, auditors, principals), events and evidence. Refuses an id that is not a fund; use get_pe_firm for the manager.

Given a DFX id, return current state, dated events, ownership and management relationships, debt with maturity dates and maturity basis, recorded sales with consideration plus registry book and page, and the provenance of each. Sales carry BOTH the instrument total and this parcel's allocated share, because a deed repeats its full price on every parcel it covers. Free. THIS IS ALSO THE PARCEL LOOKUP. The id can name a property or a parcel, and both come back in full, including the `dfx_id` carried on every address resolution object and every parcel search row.

The manager card, its ten largest vehicles and the whole family by vintage, validated property bindings with the rule and confidence behind each and the properties, loans and lenders underneath, property events attributed through those bindings, the public plans that disclosed commitments, the people on its Schedule A, recent events and the same institution's records on other graphs by shared identifier. Accepts a dfx:ref: id or the manager's CRD. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn tape runs 2011 to 2024, so a first report is a first sighting and nothing here is a 2025 fact. Holdings, properties and loans appear only where a binding passed its blind labels.

Derived series over the sworn tape, each with its population, derivation and caveat printed beside it: vehicles first reported by year (with the managers filing them), managers filing a real estate fund for the first time by year, reported gross asset value by year (feeders and quarantined readings excluded), vehicle vintages by year, vehicles that stopped being reported by year, and the largest managers by summed gross asset value. The tape starts in 2011 and ends with the 2024 filings, so the first years carry funds that already existed and the last year is not this year. Nothing here is predictive.

The vehicle card with its reporting history year by year as filed (gross asset value, owners, minimum investment, the fund type and name as filed that year), its family in sequence, the public plans that disclosed a commitment, any validated holdings, and its events. A gap in the history is a year the adviser did not report the vehicle, never a year of zero assets. Accepts a dfx:ref: id, an 805- ADV fund id or an 021- Form D number. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn tape runs 2011 to 2024, so a first report is a first sighting and nothing here is a 2025 fact. Holdings, properties and loans appear only where a binding passed its blind labels.

One IAPD-registered advisor: name, current firm with class and tenure, employment history as dated registration spans in order (firm, begin, end, current), every firm change as two registration dates (bulk re-registrations and departures included and labelled), the teams the person moved with, exams, designations, industry start, and recent events. States plainly that no book size is public or estimated. Disclosure flags, outside business text and street addresses are withheld. Accepts a dfx:ria: id or the individual CRD number.

For one RIA firm (or one private fund): every link to the private equity, venture, family office and sponsor graphs written on a shared identifier, with the basis printed on each link: the firm's own CRD or CIK, and each private fund of the firm that a private equity or venture graph row holds under the same SEC fund id (805-...). Answers 'which PE or VC graph entities hold vehicles this wealth manager advises'. The 200 largest funds are checked. A link is an identifier match; its precision by basis is not yet sampled, and a name is never a basis. Accepts a dfx:ria: firm or fund id, or a firm CRD.

The full card for one registered investment adviser plus its people flows (joins, departures, net, rates over 90 days, 12 and 36 months), growth between annual amendments (RAUM, employees, offices, funds one and three years back), offices (city, state, postal, employees), owners with control persons first (Schedule A and B), affiliates (Item 7.A related persons with roles), its ten largest private funds with the count still reported, teams that left or arrived, the latest departures and arrivals, recent events, and same_as links to the private equity, venture, family office and sponsor graphs by shared CRD, CIK or fund id. Every section is a page with its size stated. Every row names its fact class (reported: filed on Form ADV; fact_from_registration: IAPD registration dates; derived: a rule or arithmetic over filed inputs). RAUM double counts affiliates; no advisor book size exists or is estimated; the IAPD tape is survivor-biased before 2026-09-15. Nothing here is predictive. Accepts dfx:ria: ids or a CRD.

What a practice looks like from what it filed: reported Form ADV fields (RAUM, discretionary, accounts, employees, advisors, clients and RAUM by type, private funds, wrap, custody, compensation methods, advisory activities, affiliations, the Item 6.A, 8 and 9 answers by item number), derived operating metrics each with its formula (RAUM per advisor, clients per advisor, average HNW client, average account, discretionary and institutional shares, employees per advisor, advisors per office, one-year growth), the practice archetypes with the printed rule that admitted each (19 rules; a firm can carry several), the peer group, ADV anomalies against that peer group with the peer median, percentile and filing behind each (a place to look, never a conclusion; data quality rows kept apart), office-level movement, post-acquisition retention when the firm is an acquirer, and the public business contact path (principal office phone and website as filed on Form ADV, the firm's LinkedIn page, and what the firm publishes on its own site) with source, date and rights class. Advisor book size and revenue are marked UNKNOWN and never estimated. Accepts a dfx:ria: id or a CRD.

Three derived views from the RIA lane's aggregates: state_stats (SEC-registered firms, wealth firms, RAUM, private funds, advisors, joins, departures and new firms in the last year, by state); flows (firms ranked by departures, joins, net, departure rate or join rate over 12 months, with 90-day and 36-month counts, filter by state, class or size); growth (firms ranked by RAUM growth or decline between annual amendments, with employees, offices and fund counts one and three years back; under $100M RAUM excluded by default). Counts are over registration dates with bulk re-registrations excluded; RAUM sums double count affiliates. Nothing predictive.

Sponsor by lender pairs counted once per borrower held: borrowers, facilities, principal held, first and latest quarter, new borrowers in the last four quarters against the prior four, quarters since the last new borrower, and the weakest sponsor attribution basis in the pair. Accepts a private credit sponsor id or a private equity id, which is resolved through the credit graph's own cross-reference with its basis printed. A pair whose weakest basis is an inference is an inference.

The full card for any entity on the venture graph: a firm (with recent investments, co-investors and funds), a person (with attributed investments and board seats), a fund (with all seven fund amounts kept apart and its lifecycle state) or a portfolio company (with its investors). Plus relationships, events, evidence and cross-graph links. Accepts dfx:vc: ids.

An evidence-backed path between two DFX ids across every graph: each hop is a published relationship with its source, or a SAME_AS identity link by shared CRD/CIK/EIN. Bidirectional search up to max_hops (default 3). NO_MATCH means no observed path within budget, not that they are unconnected.

Turn a street address into canonical DFX object ids, with the match basis and any ambiguity stated. Returns typed objects: a 'property' (national federal programme multifamily) and/or a 'parcel' (Massachusetts assessor and registry layer). These are separate populations that barely overlap, so an address may return one, the other, or both. Free. The ids returned are the canonical property and parcel ids used across this server.

Resolve a firm, fund, person or company name to canonical dfx ids from the Data Factory's index of every published name and alias (former names, dbas, legal names) on the family office, sponsor, venture, private equity, RIA, allocator, private credit and real estate fund graphs as each graph is indexed. Each row carries the ROLES the institution holds across graphs where the identity layer publishes them, so one institution that is a private equity manager, a registered adviser, a private credit manager, a real estate fund manager and a manager holding allocator capital comes back as one identity with the id on each graph, never as five unrelated firms. Ranked exact, prefix, then word match; one row per entity; typically under 200 ms. The first call before get_entity. Real estate organisations are resolved by resolve_organization instead.

Turn an owner, manager, lender or servicer name into canonical DFX entity ids. A name is treated as a blocking key and never as an identity, so all candidates are returned rather than a guess. Free. Person lookup is deliberately not offered.

Resolve an advisor by name AND a firm (name or CRD), or by individual CRD, to one person card. A name alone is never resolved to one person: 439,425 registrants share many names, so with only a name the answer lists labelled candidates and `resolved` is false. With a firm name, the current firm is tried first, then prior registrations with that firm. The card that comes back is the same as get_ria_advisor's summary; call get_ria_advisor(dfx_id) for the history.

One row per line of a plan's own disclosure: allocator, fund as printed, manager and fund resolved to the pe / vc graphs where the resolver matched, bucket, the plan's commitment amount, status (COMMITTED with the plan's closing date; DISCLOSED_HOLDING as of the report date), vintage, re-up / first-time-manager in the plan's words, the plan's own paid-in, distributed, remaining value, IRR and multiple where printed, and the source URL with a quote. Filter by allocator, manager (who backs this manager), fund, consultant, status, bucket, re-ups only, first-time only, since date; sort by date, amount or vintage. A target is never an actual, a disclosed holding is never an approval, commitment dollars repeat across reports, re-ups are the plan's own words, estimates are labelled and nothing predictive is published.

The capital-owner graph: public pensions (every Census unit), corporate and Taft-Hartley DB plans (Form 5500), endowments and foundations (IRS), state pools and investment offices, as compact cards with dfx:al: ids carrying reported assets and basis, funded status, policy targets, commitment counts and adviser counts. entity_type=consultant lists consultants and OCIOs by their own ADV filing with client counts on the tape; entity_type=manager lists managers by the public LPs that disclose a fund of theirs (who backs this manager); entity_type=fund lists funds by public LPs. A bare query with no entity_type runs the alias-aware search (CalPERS resolves). A target is never an actual, a disclosed holding is never an approval, commitment dollars repeat across reports, re-ups are the plan's own words, estimates are labelled and nothing predictive is published.

Search 4,313 FDIC-insured banks by their commercial real estate book at the June 2026 call report: total CRE, construction and multifamily in dollars and against equity and assets, noncurrent and net charge-off ratios, ROA, and two screens against the 2006 Interagency CRE guidance (construction over 100%, total CRE over 300%). For 4,242 of them, UBPR's peer-group and national percentile RANKS on the same concentrations. Filter by state, name, CRE-to-equity range, guidance screen, minimum assets or minimum noncurrent ratio; sort by cre_to_equity (default), construction_to_equity, noncurrent, cre_total, assets or multifamily. Free. THE GUIDANCE IS QUOTED, NOT APPLIED: it tests TOTAL RISK BASED CAPITAL; the ratios here are on equity and the ranks on Tier 1 plus the allowance, so above_*_guidance_on_equity is a screen against a proxy. Every row states its quarter. No person appears in this data.

The change tape for the three capital graphs by FIRST SIGHT: the day DFX first saw each row, which is the only order a poller can trust. Commitments and re-ups disclosed by public plans, allocation targets moved, consultants changed, new borrowers and lenders on the credit tape, facilities marked down, maturities moving, sponsor and lender pairs forming, vehicles reported and dropped. Rows that existed when the arm was created are excluded, so history never reads as this week. Poll with the `next_since` the answer returns.

Debt facilities still on a BDC schedule whose tagged or written maturity falls inside the window (default the next 24 months from today), ordered by date: borrower, sponsor with basis, lien, principal held (a lower bound), mark on cost, the BDCs holding it. Filter by sponsor, lien and minimum principal. A BDC that tags no maturity contributes nothing here.

One search across family offices, independent sponsors and their capital providers, private companies, venture firms, private equity firms and funds, and real estate organisations: by name, or by filters (entity_type, domain, state, sector, ...). Compact cards with stable dfx ids and a per-domain coverage note. Breadth across every domain in one query, with fewer per-domain filters than the domain searches.

Dated events across family offices, sponsors, venture, private equity and real estate: investments announced, vehicles formed, Form D and ADV filings, people joining and leaving, funds raised, acquisitions, plan final filings, record departures, loan maturities. Filter by domain, subject dfx_id, event_type, state, significance and window. Routine 13F position and fund-reporting noise is excluded unless asked for. Ordered and windowed by when events occurred.

Dated investments family offices have been observed making: target, sector, asset class, structure, control or minority, lead or participant, amounts where disclosed (with basis), board seats, exits, and the source quote. Filter by office, sector, asset class, state, kind or since-date. The evidence behind 'this office backs X'.

Family offices as compact cards: class (single, multi, embedded...) with confidence, whether they invest directly, sectors and asset classes on record, check size where stated, direct investment count, latest deployment, and counts of people, sponsor and real estate relationships. Filter by state, sector, direct investing, recent activity or AUM. Returns dfx:fo: ids. People and individual investments are not on these cards.

Verified independent sponsor firms (deal-by-deal acquirers of lower middle market companies) as compact cards: verification status, classification, mandate summary, principals, vehicle count and latest vehicle, and how many companies resemble the sponsor's observed deals. Only firms whose identity evidence names them (eligibility VERIFIED_SPONSOR_FIRM) are returned unless include_unverified is true, which returns the unverified filing groups and candidates as a labelled research list. With `sector`, the answer is OBSERVED behaviour: verified sponsors with observed deals in that vertical first. Returns dfx:isi: ids. Capital providers and target companies are not in these results.

Search the assessor parcel layer with filters instead of one exact address. Filter by state, municipality, assessor land use code, owner-occupancy, tax-exempt status, year built and assessed value range; results carry assessed value, gross building area, assessed value per square foot, the annual tax and the year built. This is the way to ask a QUESTION of the parcel layer without an address in hand. Every answer states the true match count alongside the sample, and a search that matches nothing names the filter that emptied it rather than returning a bare empty list. At least one filter is required. Free. EVERY ROW CARRIES A `dfx_id` AND IT IS A HANDLE, NOT A LABEL: the canonical parcel id this server uses for that parcel's events, ownership, debt and recorded sales.