> ## Documentation Index
> Fetch the complete documentation index at: https://docs.surfaice.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Lease & portfolio skills

> Hugo skills for lease abstraction, CAM disputes, renewals, co-tenancy, critical dates, and portfolio Q&A.

<Note>
  **Reference catalog.** New here? Read [What is Surfaice?](/concepts/what-is-surfaice) and [Skills](/guides/skills) first. **CAM** = common area maintenance. **Lucernex** is a common lease-admin system of record.
</Note>

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          |

<Warning>
  Portfolio-wide jobs can take several minutes on very large corpora. Start with one store (`store-deep-dive`), then expand. See [Working with Hugo](/guides/working-with-hugo).
</Warning>

| 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.
```

## Related

* [Lease administration use case](/use-cases/lease-administration)
* [CAM reconciliation use case](/use-cases/cam-reconciliation)
* [Portfolio & renewals use case](/use-cases/portfolio-and-renewals)
* [Lease abstraction guide](/guides/lease-abstraction)