Lease abstraction
Every lease read and structured, so any operating question is answered in seconds rather than by re-reading a forty-page document.
Portfolio Audit
Every lease in your portfolio says something.
Most owners can only tell you what they remember. The Portfolio Audit is a one-time, fixed-fee review of every lease, every CAM reconciliation, and every date that matters in the next twenty-four months. The work closes with a running alert system that is handed to you and keeps watching after the audit is done.
What the audit covers
Three reviews. One running system.
CAM review
Your most recent reconciliation checked line by line against the reimbursement terms written in each lease: caps, exclusions, gross-up, admin fees, and pro-rata shares.
Critical-date exposure report
Every renewal window, escalation, estoppel deadline, insurance requirement, and expiration in the next twenty-four months, surfaced in one document.
The living alert system
Your abstracted dates loaded into a running 180, 120, 90, and 60-day notice calendar you own. It starts working the day the audit closes, not sitting in a PDF you file away.
Who it is for
Independent owners, five to twenty-five properties.
Built for independent owners of five to twenty-five commercial properties: retail, small office, flex, mixed-use, or NNN. Most run on QuickBooks, spreadsheets, and a bookkeeper who is not a commercial-lease specialist.
5–25
Retail · Office · Flex · NNN
One-time
24 months
If you own fewer than five properties, already use a full property-management firm, or run an institutional portfolio, this is not the right fit, and we will say so on the call.
How pricing works
Priced per lease, with a portfolio minimum.
The fee scales with the number of leases we read, not a flat guess at portfolio size or an hourly meter left running.
The discovery call confirms your lease count. Your quote, including whether the portfolio minimum applies, is prepared from that count and fixed in the engagement letter before any work begins. Nothing is billed until the letter is signed.
Process and timelinei. ii. iii. iv. v.
Five steps, records at every handoff.
Discovery call
We confirm fit and your lease count.
Engagement letter
Fee fixed and signed before any work begins.
Lease intake and abstraction
Every lease read and structured.
CAM check and exposure report
Your last reconciliation reviewed; every date in the next twenty-four months surfaced.
Delivery and handoff
Your abstract book, your exposure report, and your running alert calendar, working from day one.
Scope clarity
What the firm does. What it does not.
We are not brokers, attorneys, or accountants, and we do not act like it. Your attorney drafts your leases. Your CPA prepares your returns. Your broker sources your deals.
- Lease administration and abstraction
- CAM reconciliation prep and support
- Critical date alerting and controls
- Tenant correspondence drafting
- Portfolio operating reporting
- Draft leases (your attorney does)
- Negotiate leases or amendments with tenants
- Prepare tax filings (your CPA does)
- Broker transactions (your broker does)
- Collect rent or hold trust funds
- Execute documents on your behalf
Thirty minutes. No pitch.
We map your portfolio and tell you plainly whether this fits.
Bring one CAM schedule, one renewal option, or one lease that worries you. We tell you what we see in the dates and the numbers: what matters now, and what can wait.
Book discovery call
No proposal sent without your request. No follow-up sequence.
Already want lease administration and CAM handled on an ongoing basis, rather than a one-time review? See Services