Partner guide
Family Office Occupancy Review Kit
A review kit family-office real estate teams use to vet occupancy cost across holdings.
PDF guide
Family offices rarely have full-time lease audit staff, but the exposure across a holdings portfolio can be material. This kit gives the in-house team a structured way to flag occupancy-cost outliers and decide which leases warrant a deeper audit.
Inside the guide
- Occupancy-cost risk fields tuned for mixed holdings portfolios
- Outlier flags that surface candidates for a deeper audit
- Decision framework for which leases the family office runs internally versus externally