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After stores are open, portfolio risk shifts to dates, compliance, and renewal economics. Surfaice helps lease and real estate leaders see what is coming due and prepare decisions with document-backed context. Hugo is the in-app agent. New here? Start with What is Surfaice?.

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Critical dates and alerts

Track across the portfolio:
  • Lease expiration and holdover risk
  • Renewal and option notice deadlines
  • Rent escalation effective dates
  • Insurance certificate expirations (when tracked in connected systems)
Hugo can answer ad-hoc questions (“which stores have notice deadlines in the next 90 days?”) and skills can push structured alerts when configured.

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Co-tenancy and compliance monitoring

Retail leases often include co-tenancy, occupancy, and continuous-operation clauses. Surfaice helps:
  • Monitor anchor or co-tenant status against lease thresholds
  • Flag potential violations before rent relief or termination rights expire
  • Document the source clause for each alert

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Renewal, exit, and relocation

For stores approaching decision windows:
1

Triage the portfolio

Sort by true notice deadline (expiration minus notice period) and data completeness.
2

Pull lease facts

Retrieve options, kick-outs, auto-renewal language, and economic terms from executed documents.
3

Model scenarios

Compare stay, renew, renegotiate, relocate, or exit with your finance team’s assumptions.
4

Produce an executive packet

Summarize recommendation, risks, deadlines, and open data gaps for leadership review.
Scenario modeling in Surfaice supports analysis — final capital and accounting decisions remain with your team.

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Example prompts

Full catalog: Lease & portfolio skills