How does Occupier help manage rent and expense obligations?

Occupier tracks base rent schedules, CAM charges, OPEX, tax pass-throughs, and percentage rent for every lease. The system calculates rent escalations and CPI adjustments automatically based on lease terms. You can see total payment obligations across your portfolio, filter by location or landlord, and export for financial planning or AP processing. Real estate and finance work from the same rent and expense data. complete audit trail for every calculation and change.

Can Occupier help me validate landlord CAM charges?

Yes. Occupier stores CAM caps, calculation formulas, and excluded expenses for each lease. AI Clause Summaries extract this information from lease documents automatically. When landlord reconciliation statements arrive, compare charges against these lease terms to identify overcharges. Attach invoices to lease payables for tracking. Real estate validates against entitlements, finance holds payment until discrepancies are resolved.

How do most companies track percentage rent?

Most companies track percentage rent manually in spreadsheets. Someone in real estate or finance enters monthly sales data, compares it against the breakpoint threshold, and calculates what's owed to each landlord. This process is time-consuming and error-prone—mistakes mean either overpaying landlords or underpaying and facing penalties. When you have multiple percentage rent locations across different regions with different breakpoints and percentages, the spreadsheet complexity multiplies. Many organizations discover errors months later during lease renewals or audits.

What are the most common rent and expense overcharges companies miss?

The most common overcharges are CAM expenses that exceed contractual caps or include excluded items like capital improvements and property management fees above agreed limits. Percentage rent errors happen when landlords miscalculate sales thresholds or apply the wrong percentage. Base rent errors occur when escalations are applied incorrectly or lease amendments aren't reflected in invoices. Without documentation showing what your leases actually allow, these overcharges go unnoticed for years.

Track rent and expense obligations across your portfolio

Occupier centralizes base rent, CAM, percentage rent, and all expense pass-throughs so you know what you owe, when it's due, and whether you're being overcharged.

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Base rent + escalations

CAM, OPEX, taxes tracked

Percentage rent calculated

Before vs After

Before Occupier

With Occupier

Before

Rent obligations scattered across spreadsheets

Base rent in one file, CAM in another, percentage rent tracked manually. Nobody knows the total picture.

after

All payment obligations in one system

Base rent, CAM, OPEX, taxes, percentage rent, and escalations tracked per lease. See total obligations across your portfolio.

Before

Escalations and adjustments get missed

Rent increases based on CPI or fixed percentages. Finance doesn't find out until the invoice arrives and doesn't match the budget.

after

Track upcoming rent changes automatically

See all scheduled escalations, CPI adjustments, and rent resets. Finance budgets with accurate forecasts instead of reacting to surprises.

Before

CAM charges accepted at face value

Landlords send reconciliation bills with no backup. You have no way to validate if charges exceed caps or include excluded expenses.

after

Validate CAM charges against lease terms

Compare landlord bills against CAM caps and exclusions stored in Occupier. AI Responsibilities Mapping shows who owes what.

Before

Percentage rent tracked in spreadsheets

You manually compare sales against breakpoints every month. Errors mean overpaying or underpaying landlords.

after

Percentage rent calculated automatically

Track sales against breakpoints and see amounts owed in real time. Export reports to submit payments to landlords.

Before

Finance pays without lease context

AP processes invoices without knowing what the lease allows. Real estate discovers overcharges months later when it's too late to dispute.

after

Real estate and finance work from the same data

Real estate sets up lease terms. Finance validates invoices against those terms before paying. Catch overcharges before processing payment.

Hidden overcharges and budget surprises is exactly what Occupier was built to solve

Occupier centralizes every rent and expense obligation across your portfolio. Track base rent, escalations, CAM, percentage rent, and all pass-throughs in one system. Real estate and finance work from the same lease data.

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"Occupier is really our source of truth. It’s our connection point. I don’t have to chase anyone down asking where a lease is. We all know. That’s where we meet."

Priscilla Santana
Assistant Controller, Fresh Dining Concepts

360+

Locations

Read Priscilla's Story

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Solution overview

What changes when you track rent and expenses in one system

Never miss obligations, catch overcharges, and forecast costs with confidence

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Automatically track payment obligation

Add base rent schedules, CAM terms, percentage rent thresholds, and expense pass-throughs when you set up each lease. Escalations calculate automatically based on CPI or fixed percentages. Real estate knows what's allowed, finance knows what to pay.

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Eliminate budget surprises

See upcoming rent increases months in advance. Pull variance reports showing how costs are trending. Export payment obligations for budget planning. Finance plans accurately, real estate negotiates renewals from a position of knowledge.

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Catch overcharges before you pay them

When landlord bills arrive, compare them against the terms stored in Occupier. CAM charges get checked against caps and exclusions. Percentage rent gets calculated automatically from sales data. Finance holds payment on overcharges until real estate resolves the dispute.

KEY CAPABILITIES

How Occupier manages
rent and expense obligations

Payment obligations dashboard

See what you owe across your entire portfolio:

Base rent schedules with automatic escalation calculations (CPI or fixed percentage)
CAM, OPEX, tax pass-throughs, and percentage rent tracking by lease
Payment obligations reporting by lease, location, or landlord

Filter by entity, property type, or upcoming payment dates. Export for budget planning or AP processing.

CAM and expense tracking

Validate landlord charges against lease terms:

Store CAM caps, calculation methods, and excluded expenses per lease
Track additional rent (CAM, OPEX, taxes) alongside base rent obligations
Attach invoices and reconciliation statements to lease records

Compare landlord bills against contractual terms. Identify excluded expenses before processing payment.

Percentage rent automation

Calculate and track percentage rent automatically:

Enter sales data and system calculates amounts owed
Track sales against breakpoints to see which locations are approaching thresholds
Export percentage rent reports to submit payments to landlords

See which properties are performing and forecast when percentage rent will kick in.