lease-strategy-papering

Operationalize the first 12-18 months post-delivery of a new-construction or gut-renovation asset: monthly tracker of lease-up velocity vs underwriting, concession depth vs market, approval-rate posture, traffic-source mix, broker-assist rate, model-unit performance, first-renewal retention readiness, stabilization pace, NOI ramp vs underwriting, lender-reporting compliance, and equity-call scheduling for any unfunded reserves. Distinguishes from the steady-state `workflows/monthly_property_operating_review` by adding ramp-tracking metrics and by wiring the cross-system posture between AppFolio (leasing funnel + lease execution) and Excel (rent comp + concession benchmark) into a single lease-up narrative. Hands off to `workflows/monthly_property_operating_review` once the property crosses the lifecycle stabilization threshold. Narrative-first with a KPI dashboard. Informational to recommendation severity: this pack does not authorize concession policy exceptions, pricing shifts, or equity-call initiations — those gate through their owning workflows (`workflows/market_rent_refresh`, overlay concession governance, fund-level capital overlay). Child workflows invoked: `workflows/lead_to_lease_funnel_review`, `workflows/market_rent_refresh`, `workflows/move_in_administration`, `workflows/renewal_retention` (read-only, for first-renewal window).

Diagnostic review of the leasing funnel from lead through move-in. Identifies where the funnel is breaking (response time, tour conversion, application conversion, approval, move-in), quantifies exposure, surfaces fair-housing and screening-drift flags, and proposes a remediation plan with owner-specific target bands. Recurring weekly at the property level; invoked ad hoc when notice exposure or leased occupancy slips.

Analyzes a Purchase & Sale Agreement draft, identifies problematic provisions, and produces a risk-tiered redline strategy with specific markup language, negotiation talking points, and a battle plan for attorney-to-attorney negotiation. Triggers on 'review this PSA', 'redline strategy', or when a buyer receives a PSA draft from seller's counsel.

Marketing material creation, broker event planning, TI cost benchmarking, marketing plan development, and commission structure benchmarking for Leasing Directors.

Generates a full-stack lease-up operations plan for new developments, major vacancies, or acquisitions requiring rapid absorption. Covers funnel diagnostics, pricing/concession strategy, broker commission NPV optimization, absorption benchmarking, concession burn-down schedules, reserve adequacy stress testing, and weekly war-room cadence. Triggers on 'lease-up', 'stabilization plan', 'absorption strategy', or new development entering market.

Analyzes whether to renew an existing tenant or trade out for a new one with full financial comparison. Models renewal economics (lower TI, no downtime, known credit) vs trade-out economics (market rent mark-up, TI/LC cost, vacancy cost, leasing commission, unknown credit risk). Produces NPV comparison with breakeven analysis.

Designs optimal lease option packages (renewal, expansion, contraction, termination, ROFO/ROFR, purchase) for asset managers negotiating with tenants. Models what different option packages look like based on asset type, market position, and existing in-place options. Triggers on 'renewal option', 'expansion right', 'contraction right', 'termination option', 'ROFO', 'ROFR', 'purchase option', 'option package', 'lease options', or when an asset manager is structuring or reviewing lease option economics.

Consolidates 8 complex lease negotiation scenarios into a single skill with scenario selector: (a) anchor replacement with co-tenancy cascade, (b) trophy tower backfill, (c) naming rights valuation, (d) life science TI amortization, (e) sublease consent with recapture NPV, (f) exclusive use violation, (g) specialty conversion IRR crossover, (h) ground lease improvements. Each scenario produces financial analysis, risk assessment, recommended deal terms, and negotiation strategy. Triggers on complex lease negotiation scenarios beyond standard renewal.

Lease amendment drafting, standard lease template refresh, expansion/contraction option analysis, and build-to-suit proposal evaluation for Leasing and Asset Management.

Unified lease administration compliance audit covering CAM reconciliation, percentage rent verification, insurance tracking, escalation audits, and environmental compliance. Quantifies revenue recovery opportunities with probability-weighted waterfall analysis. Triggers on 'audit lease compliance', 'CAM reconciliation', 'percentage rent audit', 'insurance certificates', or property disposition/refinancing prep.

Extracts structured data from commercial lease documents (30+ fields), flags ambiguous provisions for legal review, cross-references amendments, and builds the critical dates calendar. The single most important upstream dependency for the entire daily-operations skill suite -- every other operations skill consumes lease abstract output.

Produces a comprehensive sell/hold/refinance analysis with market cycle positioning, tax impact quantification, marginal return on equity, buyer universe assessment, and 15 selectable disposition scenario variants (value-add MF, portfolio 1031, distressed office, sale-leaseback, and more).