Lease & portfolio skills
Hugo skills for lease abstraction, CAM disputes, renewals, co-tenancy, critical dates, and portfolio Q&A.
These skills support lease administration and portfolio intelligence. They are common in retail tenant workspaces connected to a lease admin platform (for example Lucernex), email, and document repositories.
Document abstraction & lease files
lease-abstraction
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| Triggers | "Abstract store 1842", "Re-abstract this amendment", "Compare lease PDF to Lucernex" |
| Required inputs | Store or deal identifier; lease PDF + amendments in chronological order |
| Expected output | Document-abstraction App workbook with cited fields and conflict flags |
| Review checklist | Rent schedule, dates, options, co-tenancy, exclusives, CAM caps, each with page citation |
| Skill | What it does |
|---|
lease-abstraction | Primary workflow to abstract, re-abstract, review, or validate lease PDFs via the document-abstraction App, not chat-only transcription |
storage-agreement-abstract | Abstract storage or license agreements (not standard retail leases) |
deal-sheet-generation | Generate a lease deal sheet workbook from document-abstraction review artifacts |
jd-deal-sheet-xml | Fill official deal-sheet templates from structured XML contract (customer-specific templates) |
file-browser | Find and read imported corpus documents, permits, surveys, workbooks, reports |
lease-deep-dive | Deep dive into abstracted lease data for one store, timeline, amendments, clause language |
store-deep-dive | Full Lucernex deep dive on a single store, facility, contract, rent, dates, allowances |
CAM & operating expenses
| Skill | What it does |
|---|
cam-dispute-detector | Triage inbound CAM reconciliation statements and flag dispute-worthy line items |
utility-passthrough-verification | Verify utility pass-through charges against lease terms |
cam-estimate-check | Compare landlord CAM estimates to lease-defined pools (franchise workflows) |
Critical dates & compliance
| Skill | What it does |
|---|
key-dates-digest | Portfolio scan: renewals, kickouts, defaults, COI, estoppels, CAM deadlines, and more |
lease-key-dates-digest | Focused lease key-dates list |
critical-date-guard | Audit upcoming decision windows and silent financial triggers in lease files |
renewal-deadline-guardian | Expirations, renewal options, holdover risk, amendment abstraction needs |
renewal-pipeline-tracker | Renewal pipeline status across the portfolio |
kickout-window-monitor | Kick-out clause eligibility and sales-threshold checks |
default-notice-validator | Triage default notices, cure periods, and required responses |
Co-tenancy, exclusives & landlord risk
| Skill | What it does |
|---|
cotenancy-violation-detector | Co-tenancy status, anchor closures, cure periods, remedies |
clause-activation-monitor | Activate monitoring for co-tenancy leverage and rent-reduction triggers |
competitor-exclusive-guard | Monitor competitor activity against exclusive-use clauses |
landlord-exposure-report | Aggregate exposure and store list by landlord |
Renewals & exit strategy
| Skill | What it does |
|---|
lease-renewal-simulator | Forecast renewal economics over 5-10 years vs store performance |
lease-renewal-and-exit-strategy-audit | Stay vs exit math, strategic renewal audit, kick-out financial impact |
security-deposit-recovery | Draft deposit recovery for closed stores |
potential-ta-candidates-unverified | Identify likely tenant-allowance claim candidates for lease admin review |
Email & routing
| Skill | What it does |
|---|
critical-lease-emails | Urgent lease inbox triage, messages needing response |
auto-routing | Suggest forwarding/routing for inbound lease email |
search-email-inbox | Search connected mailbox for lease or project threads |
Portfolio Q&A
lucernex-portfolio-qa / lease-corpus-analysis
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| Triggers | "List all leases expiring in 2027", "Map every store in the stored documents folder" |
| Required inputs | Scope (region, landlord, folder path); ask for coverage count on large requests |
| Expected output | Table or map Preview with store metadata; must state how many leases were included |
| Review checklist | Confirm store count matches expectation; spot-check 3-5 stores against Lucernex |
| Skill | What it does |
|---|
lucernex-portfolio-qa | Natural-language questions over Lucernex portfolio data, expirations, rent rollups, holdover |
lease-corpus-analysis | Exhaustive portfolio lease Q&A from an immutable source ledger (large-corpus tenants) |
ocr-transcription | Transcribe scanned PDFs to durable Markdown for downstream review |
Example prompts
Run lease abstraction on this amendment for store 1842.
CAM reconciliation arrived from Brookfield, run cam-dispute-detector.
What's in the key-dates-digest for renewals in the next 90 days?
Show landlord-exposure-report for Simon.
Run stay vs exit on store 3021, lease-renewal-and-exit-strategy-audit.
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