Portfolio & Capex
Occupancy Cost Optimization Engine
Continuously monitors rent-to-sales ratios across the portfolio, flags unsustainable occupancy costs, and surfaces the specific lease actions that will bring them back into range.
What it does
- Calculates rent-to-sales ratio for every location in real time
- Flags stores with occupancy costs above sustainable thresholds
- Benchmarks each location's occupancy cost against industry norms
- Identifies stores where rent renegotiation would restore profitability
- Tracks occupancy cost trends over time to detect deterioration early
- Models the rent reduction needed to hit target occupancy ratios
- Prioritizes action list by financial impact and negotiation feasibility
- Generates weekly occupancy cost dashboards for leadership review
What it takes
- Store-Level Sales Data
- Rent Roll / Portfolio Export
- Lease Abstract
- CAM Reconciliation History
- Financial Performance Report
What it returns
- Excel Table
- PDF Report
- Action Priority List
- JSON Data
Written into the systems your team already runs, not into a second system of record.
How teams run it
Portfolio Occupancy Cost Scan
Flag all stores above acceptable rent-to-sales ratio thresholds.
Industry Benchmark Comparison
Compare each store's occupancy costs to industry norms by format and market.
Rent Optimization Action Plan
Generate a ranked list of lease actions to reduce portfolio occupancy cost.
Occupancy Cost Trend Monitoring
Track occupancy ratio trends to detect deteriorating stores before they become critical.
Cited, or flagged
Every value is anchored to the clause it came from. Where one is missing, Surfaice says so rather than inventing it.
Read where it lives
Documents are processed for the request and not retained afterwards. Nothing is copied into a second system of record.
Never trained on
Your documents do not train models — yours or anyone else's.
More in Portfolio & Capex
See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.