Build a CAM renewal brief
CAM facts can help a renewal talk. Open questions can weaken it.
Keep those two things apart. Add a third section for counsel.
The three-state brief below is an original model. It does not predict a deal result.
Use three evidence states
Give every CAM item one state. Do not blend proven math with missing support.
Confirmed
The item has a lease cite and statement line. Another reviewer can repeat its math.
Open
The item lacks backup or another source. It is a question, not a finding.
Counsel review
The source exists, but legal meaning is unclear. A lawyer must guide that issue.
These labels protect the renewal brief. They also show the next action.
Build the fact row
Each row needs enough proof for a second reader.
Use these fields:
- Client and site
- Lease clause and page
- CAM statement line and page
- Math inputs
- Math result
- Evidence state
- Open backup request
- Client-approved goal
- Renewal milestone
- Named owner
- Counsel question
Do not enter a goal without client approval. Do not enter math without sources.
Use the client file handoff. It helps prove which records arrived.
Show repeatable math
Confirmed math must show each input. It must also show the source.
Use this structure:
| Input | Value | Source |
|---|---|---|
| Prior accepted base | $10,000 | Prior statement page 4 |
| Lease cap | 4% | Lease page 19 |
| Current billed amount | $12,000 | Current statement page 3 |
| Modeled capped amount | $10,400 | $10,000 times 1.04 |
| Review difference | $1,600 | $12,000 less $10,400 |
This example is fictional. The numbers are made up for the method.
The math does not prove the cap applies. The signed clause still needs review.
If the cap scope is clear, mark the math confirmed. Otherwise, send it to counsel.
Keep backup requests open
Keep a line open without source proof. Put it in that section.
Name the exact support needed. Add the request owner and sent date.
Use a direct request:
Please send bills for the roof repair line.
The line is on statement page 6.
We need source detail before review can close.
Do not turn silence into proof. Keep the row open until support arrives.
Add the request to the client cost plan. That plan keeps the owner visible.
Record client goals
The client decides the renewal goal. The broker records it in plain words.
Good goals name a business choice. They do not claim a legal right.
Examples include:
- Ask for clearer cost backup
- Seek a defined expense cap
- Set a yearly statement date
- Clarify notice delivery
The broker should confirm each goal. The brief should show that approval.
Cresa describes tenant reps using market facts and client goals. That is renewal context.
It does not prove CAM facts change terms. Do not make that claim.
Route legal questions
Legal meaning belongs in its own box. Name the clause and exact question.
Use this form:
| Field | Entry |
|---|---|
| Clause | Lease page 19 |
| Issue | Cap scope is unclear |
| Question | Which costs enter the cap? |
| Owner | Client counsel |
| Broker action | Wait for counsel guidance |
The broker can plan around advice. The broker should not create that advice.
The NAR Code applies to REALTORS. It calls for honest service during renewal talks.
Keep legal answers out of the renewal brief.
State law may add other duties. Your firm must check those rules.
Walk one fictional brief
This example is fictional. It is not a client result.
Blue Finch Market is a made-up client. Its renewal is also made up.
The brief has three rows:
| Item | State | Proof | Next step |
|---|---|---|---|
| Cap math | Confirmed | Lease and statement | Review client goal |
| Roof repair | Open | Statement only | Ask for invoices |
| Cap scope | Counsel review | Lease clause | Get legal guidance |
The confirmed row shows the $1,600 review difference. It does not promise recovery.
The open row names the missing invoices. It makes no error claim.
The counsel row asks which costs enter the cap. The broker does not answer.
The client approves one goal. It wants clearer cost backup in the renewal draft.
The broker records the next renewal milestone. The source for that date stays attached.
That is enough for a factual client talk. It is not a legal brief.
Review before use
Run five checks before the brief enters renewal work.
- Every confirmed item has two source cites.
- A second reviewer can repeat every math step.
- Every open item names missing support.
- Every goal has client approval.
- Every legal question names counsel.
Remove any claim that fails those checks. Keep it in the working file.
Use the portfolio CAM queue. It helps rank other client files.
Connect this brief to the tenant rep growth pillar.
Compare renewal paths in the Practice Growth hub.
Find more evidence tools in the tenant rep resource hub.
Fit this brief to the tenant rep page.
Where CAMAudit fits
A tenant rep keeps open questions apart. They stay out of confirmed facts.
CAMAudit can flag CAM items with source lines. The reviewing firm checks each item first.
The firm reviews and signs the branded CAM audit. The tenant rep adds approved facts.
A reviewed CAM item can inform a dispute letter draft. Your firm checks it.
It is not legal advice. Have counsel review before sending.
Use the service line guide to define the work.