Lease Analysis & Abstraction
Extract 40+ standard lease provisions to structured format for portfolio tracking and deadline management. Reduces abstraction time by 80-90%.
80-90% reduction in abstraction time
Consistent extraction methodology across all leases
Transactional & Contract Work
The Problem
- ✗Critical dates buried in lengthy documents
- ✗Inconsistent extraction across different reviewers
- ✗Portfolio-wide visibility requires manual compilation
- ✗Renewal deadlines discovered reactively
- ✗Complex provisions (CAM, operating expenses) difficult to compare
How Claude Helps
Identifies and extracts 40+ standard lease provisions, handles various lease formats and structures, exports to Excel for portfolio management, flags unusual or non-standard provisions, and calculates key dates (renewal notice, termination, etc.).
Step-by-Step Workflow
Upload lease document
PDF or Word
Run abstraction prompt
With your extraction template
Review extracted terms
In structured format
Add to portfolio tracker
Excel or lease management system
Set calendar reminders
For critical dates
Generate portfolio report
As needed
Example Prompt
Abstract this commercial lease. Extract the following: BASIC TERMS - Landlord name and notice address - Tenant name and notice address - Premises description and square footage - Lease commencement date - Lease expiration date - Permitted use FINANCIAL TERMS - Base rent (Year 1) - Rent escalation schedule (annual increases) - Security deposit amount - CAM/Operating expense structure (gross, NNN, modified gross) - Base year for operating expenses - Operating expense cap (if any) OPTIONS & TERMINATION - Renewal option (Y/N, terms) - Renewal notice deadline - Expansion option (Y/N, terms) - Termination for convenience (Y/N, terms) - Early termination fee CRITICAL DATES (calculate from today's date) - Next rent increase date - Renewal notice deadline - Lease expiration Output as a structured table suitable for Excel import.
Frequently Asked Questions
Can Claude handle different lease formats (ground lease, sublease, amendment)?
Yes. Specify the document type in your prompt. For amendments, Claude can extract changes and map them to the original lease terms.
How do I track a portfolio with hundreds of leases?
Batch process using Cowork, exporting to a master Excel tracker. Tutorial 03 Part 9 covers portfolio tracking workflows.
What about leases with complex rent structures?
Describe the complexity you expect, and Claude will extract accordingly. For percentage rent, blend rent, or unusual escalation structures, provide examples in your prompt.