Partner guide
Asset Manager Portfolio Audit Template
A portfolio-wide template asset managers use to rank CAM exposure across leases.
PDF guide
Single-lease audits do not scale across a portfolio. This template gives asset managers a way to score every lease for CAM exposure, prioritize which audits to run first, and track recoveries across the book without spreadsheet sprawl.
Inside the guide
- Lease-level scoring fields that surface CAM risk across a portfolio
- Prioritization logic for which leases to audit first
- Recovery and tracking columns that work across multiple engagements