As your portfolio scales, the margin for error gets thinner and the stakes get higher.
That’s why visibility into your lease data isn’t a luxury; it’s a necessity.
Below are five reports we recommend every multi-unit operator run regularly. These reports keep you ahead of critical deadlines, surface upcoming obligations, and protect against expensive surprises.
Why it matters: The #1 reason operators get burned is simple: they miss a date.
This report helps ensure that never happens.
The Alert Report surfaces every upcoming obligation, deadline, and renewal option across your entire portfolio across departments. Whether it’s real estate, development, legal, accounting, or operations, everyone sees what’s coming.
Here are just a few examples of alerts included:
If you’re tracking these in multiple spreadsheets (or worse, not tracking them at all), this report is a must.
Why it matters: Budgeting and forecasting are impossible without visibility into your upcoming rent schedule.
This report provides a forward-looking view of base rent obligations over the next five years aggregated across your entire portfolio or filtered by region, concept, or landlord. It’s especially valuable for finance and strategy teams evaluating growth plans, M&A, or refinancing
Why it matters: Understanding your total financial obligation on a lease isn't just about this year; it's about the entire term.
This report shows your remaining financial obligation on each lease until expiration. That includes base rent, options (if exercised), scheduled escalations, CAM, real estate taxes, insurance, and more...
It’s an essential tool when evaluating lease renewals, terminations, buyouts, or assessing a portfolio in M&A scenarios.
Why it matters: When something breaks, who pays?
This report clarifies landlord vs. tenant responsibilities across HVAC, roofing, plumbing, parking lots, and other major maintenance items. If your facilities team doesn’t have access to this info, you're likely paying for repairs you don’t owe—or wasting time in unnecessary back-and-forth with landlords.
Why it matters: Lease management isn’t one-size-fits-all.
Whether it’s tracking all locations with percentage rent and no sales reporting, filtering leases by termination rights, or identifying properties with pending tax appeals, you need the flexibility to build custom reports on the fly.
An ad-hoc reporting tool lets you slice your lease data any way you need, without waiting on IT or digging through documents.
Growth adds complexity, but the right lease reporting infrastructure makes it manageable.
We developed these reports with our clients after watching what happens when expansion outpaces internal processes. Each one is built to give growing operators the clarity and control they need to scale successfully.