Portfolio Desk
User guide
Leasing & tenancy 7 min read

Commercial leases

A commercial lease is a long document that contains perhaps twenty facts anybody ever needs again. The register holds those facts in a form you can sort, filter and report on, so answering "when does Cedar Ridge expire and what is the notice period" does not mean opening a PDF.

  1. 1

    Work the register

    Every lease across the portfolio in one table: term dates, rent, landlord, and the office it belongs to. Sort by expiration to see what is coming, filter by manager to see what is yours.

    Lease register listing commercial leases with terms and expiration dates
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Open the lease record

    The detail page carries the abstracted terms, the accounting treatment, attachments, and the full activity history for that lease. Changes are logged against the record, so "who agreed to that" has an answer.

    Lease detail page showing key terms, accounting treatment and history
    A real screen from the running product, captured against a demo portfolio.
  3. 3

    Watch the calendar

    Expirations and notice dates laid out by month. Notice periods are the ones that hurt: an option to renew you forget to exercise is gone, and the calendar exists so that does not happen quietly.

    Lease expiration calendar showing upcoming lease and notice dates
    A real screen from the running product, captured against a demo portfolio.
Worth knowing

Notice dates are tracked separately from expiration dates rather than derived from them. A lease that expires in March with a nine-month notice period needs action in June, and a system that only knows the expiry tells you far too late.

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