Estate
Optimized TM
About EstateOptimized
TM
EstateOptimized™ is a property intelligence platform built on the EO-37™ framework — 37+ proprietary factors across 7 categories that analyze what a property is capable of, not just what it last sold for or how many bedrooms.
What can this property become?
EstateOptimized™ answers that question across zoning and land use, environmental and site constraints, development potential, entitlement and regulatory pathways, economic and market positioning, infrastructure and utilities, and lifestyle assessment — for any property, at the point when the information matters most.
The EO-37™ framework reflects 20 years of professional judgment about which 37 factors matter, how to weight them, and what to do with the signals. The platform delivers that expertise to buyers, sellers, agents, fiduciaries, and investors at the moment of decision.
George Bevan, Founder —
EstateOptimized™
The Power of
TM
I have spent over 20+ years as the Principal of Bevan + Associates, an architecture firm in Sonoma, California.
AIA Award winner. Continually recognized by major publications. Across hundreds of projects ranging from $1M to $30M, the same question has come up time and time again:
"What is this property capable of? What can I add, build, or change?"
I answered it by hand, one property at a time, drawing on deep knowledge of zoning law, entitlement process, ADU rights, environmental constraints, and market dynamics.
A residential property or estate parcel may be constrained by natural characteristics, zoning or other factors limiting it's potential, or even identified as unbuildable. By identifying feasible improvements or administrative adjustments by way of surveying, re-zoning &/or applying for exceptions to these constraints - instead of simply passing along the untapped value to a new buyer, value can be increased significantly prior to sale or transfer.
EstateOptimized™ is the platform that delivers that answer systematically — across 37 proprietary factors, to any buyer, seller, agent, or fiduciary, at the point when it matters most.
The gap between what a property is and what it could become is real. It has cost families significant value across thousands of transactions. EstateOptimized™ exists to close that gap.
EO-37™ Property Intelligence Reports
OUR SERVICES
The EO-37™ report is a professional property analysis document that examines any property across 37 proprietary factors in 7 categories. It is not an appraisal. It is not a title report. It is the analysis that tells you what the property is actually capable of — and what that means for your decision.
EO-37™ Property Report
A full 37-factor analysis of any residential or commercial property. Delivered as a branded PDF covering zoning, ADU rights, development potential, environmental constraints, entitlement pathways, market positioning, and infrastructure. Every factor scored, status-badged, and narrated. Every unconfirmed item verify-flagged with a direct link to the authoritative source.
For: Buyers, sellers, agents, investors, and property owners who want to understand the full picture before a transaction.
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Fiduciary & Estate Advisory
EO-37™ analysis for estate attorneys, certified legal fiduciaries, and corporate trustees administering real property assets. Documents due diligence across 37 factors before pricing, listing, or distributing estate real property. Identifies unrealized value — ADU potential, Mills Act eligibility, nonconforming lot classifications, density bonuses — that standard title reports and appraisals routinely miss.
For: Estate attorneys, fiduciaries, trustees, and their clients managing real property as part of an estate or trust.
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Realtor & Broker Intelligence
EO-37™ reports for real estate professionals who want to walk into listings and showings with information nobody else has. Geo-parcel lookup via GPS — pull up to a property, select it on a live map, generate a report. No address entry required. The development potential, the risk flags, the value creation paths — before the offer is written.
For: Residential agents, commercial brokers, and brokerage teams building a differentiated client advisory practice.
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Channel Partner Integration
Title companies, brokerage platforms, and financial institutions that want to embed property intelligence into their existing transaction workflows. EstateOptimized™ is built for integration — API-ready, white-label capable, and designed to sit alongside the title report as the analytical layer every transaction is currently missing.
For: Title companies, national brokerages, and institutional partners seeking transaction-level property intelligence at scale.
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