Portfolio & renewals
Monitor critical dates, co-tenancy, renewal windows, and stay/exit decisions across a retail portfolio.
After stores are open, portfolio risk shifts to dates, compliance, and renewal economics. Surfaice helps lease and real estate leaders see what is coming due and prepare decisions with document-backed context.
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Critical dates and alerts
Track across the portfolio:
- Lease expiration and holdover risk
- Renewal and option notice deadlines
- Rent escalation effective dates
- Insurance certificate expirations (when tracked in connected systems)
Hugo can answer ad-hoc questions ("which stores have notice deadlines in the next 90 days?") and skills can push structured alerts when configured.
Co-tenancy and compliance monitoring
Retail leases often include co-tenancy, occupancy, and continuous-operation clauses. Surfaice helps:
- Monitor anchor or co-tenant status against lease thresholds
- Flag potential violations before rent relief or termination rights expire
- Document the source clause for each alert
Renewal, exit, and relocation
For stores approaching decision windows:
Triage the portfolio
Sort by true notice deadline (expiration minus notice period) and data completeness.
Pull lease facts
Retrieve options, kick-outs, auto-renewal language, and economic terms from executed documents.
Model scenarios
Compare stay, renew, renegotiate, relocate, or exit with your finance team's assumptions.
Produce an executive packet
Summarize recommendation, risks, deadlines, and open data gaps for leadership review.
Scenario modeling in Surfaice supports analysis — final capital and accounting decisions remain with your team.
Example prompts
List all stores with renewal notice deadlines in the next 120 days, sorted by urgency.
Does store 2458 have a co-tenancy remedy based on the current anchor vacancy? Cite the lease.
Prepare a stay-vs-exit summary for store 3021 including option rent and required notice date.
Related skills
| Skill | Use when |
|---|---|
key-dates-digest | Portfolio date scan |
renewal-pipeline-tracker | Renewal pipeline status |
cotenancy-violation-detector | Co-tenancy updates and remedies |
lease-renewal-and-exit-strategy-audit | Stay vs exit decision packet |
kickout-window-monitor | Early exit eligibility |
Full catalog: Lease & portfolio skills