Lease & portfolio skills

Reference catalog. New here? Read What is Surfaice? and Skills first. CAM = common area maintenance. Lucernex is a common lease-admin system of record.

These skills support lease administration and portfolio intelligence. They are common in retail tenant workspaces connected to a lease admin platform (for example Lucernex), email, and document repositories.

Document abstraction & lease files

`lease-abstraction`


Triggers	”Abstract store 1842”, “Re-abstract this amendment”, “Compare lease PDF to Lucernex”
Required inputs	Store or deal identifier; lease PDF + amendments in chronological order
Expected output	Document-abstraction App workbook with cited fields and conflict flags
Review checklist	Rent schedule, dates, options, co-tenancy, exclusives, CAM caps — each with page citation

Skill	What it does
`lease-abstraction`	Primary workflow to abstract, re-abstract, review, or validate lease PDFs via the document-abstraction App — not chat-only transcription
`storage-agreement-abstract`	Abstract storage or license agreements (not standard retail leases)
`deal-sheet-generation`	Generate a lease deal sheet workbook from document-abstraction review artifacts
`jd-deal-sheet-xml`	Fill official deal-sheet templates from structured XML contract (customer-specific templates)
`file-browser`	Find and read imported corpus documents — permits, surveys, workbooks, reports
`lease-deep-dive`	Deep dive into abstracted lease data for one store — timeline, amendments, clause language
`store-deep-dive`	Full Lucernex deep dive on a single store — facility, contract, rent, dates, allowances

CAM & operating expenses

Skill	What it does
`cam-dispute-detector`	Triage inbound CAM reconciliation statements and flag dispute-worthy line items
`utility-passthrough-verification`	Verify utility pass-through charges against lease terms
`cam-estimate-check`	Compare landlord CAM estimates to lease-defined pools (franchise workflows)

Critical dates & compliance

Skill	What it does
`key-dates-digest`	Portfolio scan: renewals, kickouts, defaults, COI, estoppels, CAM deadlines, and more
`lease-key-dates-digest`	Focused lease key-dates list
`critical-date-guard`	Audit upcoming decision windows and silent financial triggers in lease files
`renewal-deadline-guardian`	Expirations, renewal options, holdover risk, amendment abstraction needs
`renewal-pipeline-tracker`	Renewal pipeline status across the portfolio
`kickout-window-monitor`	Kick-out clause eligibility and sales-threshold checks
`default-notice-validator`	Triage default notices, cure periods, and required responses

Co-tenancy, exclusives & landlord risk

Skill	What it does
`cotenancy-violation-detector`	Co-tenancy status, anchor closures, cure periods, remedies
`clause-activation-monitor`	Activate monitoring for co-tenancy leverage and rent-reduction triggers
`competitor-exclusive-guard`	Monitor competitor activity against exclusive-use clauses
`landlord-exposure-report`	Aggregate exposure and store list by landlord

Renewals & exit strategy

Skill	What it does
`lease-renewal-simulator`	Forecast renewal economics over 5–10 years vs store performance
`lease-renewal-and-exit-strategy-audit`	Stay vs exit math, strategic renewal audit, kick-out financial impact
`security-deposit-recovery`	Draft deposit recovery for closed stores
`potential-ta-candidates-unverified`	Identify likely tenant-allowance claim candidates for lease admin review

Email & routing

Skill	What it does
`critical-lease-emails`	Urgent lease inbox triage — messages needing response
`auto-routing`	Suggest forwarding/routing for inbound lease email
`search-email-inbox`	Search connected mailbox for lease or project threads

Portfolio Q&A

`lucernex-portfolio-qa` / `lease-corpus-analysis`


Triggers	”List all leases expiring in 2027”, “Map every store in the stored documents folder”
Required inputs	Scope (region, landlord, folder path); ask for coverage count on large requests
Expected output	Table or map Preview with store metadata; must state how many leases were included
Review checklist	Confirm store count matches expectation; spot-check 3–5 stores against Lucernex

Portfolio-wide jobs can take several minutes on very large corpora. Start with one store (store-deep-dive), then expand. See Working with Hugo.

Skill	What it does
`lucernex-portfolio-qa`	Natural-language questions over Lucernex portfolio data — expirations, rent rollups, holdover
`lease-corpus-analysis`	Exhaustive portfolio lease Q&A from an immutable source ledger (large-corpus tenants)
`ocr-transcription`	Transcribe scanned PDFs to durable Markdown for downstream review

Example prompts

Run lease abstraction on this amendment for store 1842.

CAM reconciliation arrived from Brookfield — run cam-dispute-detector.

What's in the key-dates-digest for renewals in the next 90 days?

Show landlord-exposure-report for Simon.

Run stay vs exit on store 3021 — lease-renewal-and-exit-strategy-audit.

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Lease & portfolio skills

Document abstraction & lease files

`lease-abstraction`

CAM & operating expenses

Critical dates & compliance

Co-tenancy, exclusives & landlord risk

Renewals & exit strategy

Email & routing

Portfolio Q&A

`lucernex-portfolio-qa` / `lease-corpus-analysis`

Example prompts

​Document abstraction & lease files

​lease-abstraction

​CAM & operating expenses

​Critical dates & compliance

​Co-tenancy, exclusives & landlord risk

​Renewals & exit strategy

​Email & routing

​Portfolio Q&A

​lucernex-portfolio-qa / lease-corpus-analysis

​Example prompts

​Related

Document abstraction & lease files

`lease-abstraction`

CAM & operating expenses

Critical dates & compliance

Co-tenancy, exclusives & landlord risk

Renewals & exit strategy

Email & routing

Portfolio Q&A

`lucernex-portfolio-qa` / `lease-corpus-analysis`

Example prompts

Related