Lease Portfolio Integration & Validation

Growth through acquisition often results in multiple lease formats, inconsistent records, missing amendments, and limited visibility into lease obligations. At the same time, organizations frequently rely on lease administration systems, spreadsheets, and lease abstracts that may contain incomplete or inaccurate information.

Richvale helps organize and manage lease portfolios by identifying key lease provisions and critical risks. We help clients understand exactly what they inherited and provide a clear framework for ongoing portfolio management.

Key areas reviewed:

• Lease agreements and amendments
• Premises information
• Rent schedules
• Landlord and tenant obligations
• Missing documentation and data gaps

Ideal for multi-location businesses such as:

• Healthcare
• Veterinary
• Office, Retail, Industrial
• Franchise operators

Occupancy Cost Reviews & Lease Audits

Leveraging more than 15 years of experience, Richvale performs comprehensive occupancy cost reviews and lease audits to help clients gain visibility into lease obligations, identify unusual cost trends, verify lease compliance, and uncover billing discrepancies.

We review the occupancy cost billings and supporting documentation to determine whether charges have been calculated in compliance with lease provisions. Where discrepancies are identified, we provide the analysis, negotiate and recover historic overcharges, and ensure future errors will not occur.

Areas of review and potential recovery include:

• Operating Costs / CAM
• TMI (Property Taxes, Maintenance, Insurance)
• Management/Administration Fee Calculations
• Gross-Up Calculations and Adjustments
• Cost Allocation Methods
• Cost Escalation Trends
• Capital Cost Recoveries
• Lease Exclusions
• Billing Inconsistencies