> ## 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.

# Portfolio & renewals

> Monitor critical dates, co-tenancy, renewal windows, and stay/exit decisions across a retail portfolio.

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?](/concepts/what-is-surfaice).

## 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.

## 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

## Renewal, exit, and relocation

For stores approaching decision windows:

<Steps>
  <Step title="Triage the portfolio">
    Sort by true notice deadline (expiration minus notice period) and data completeness.
  </Step>

  <Step title="Pull lease facts">
    Retrieve options, kick-outs, auto-renewal language, and economic terms from executed documents.
  </Step>

  <Step title="Model scenarios">
    Compare stay, renew, renegotiate, relocate, or exit with your finance team's assumptions.
  </Step>

  <Step title="Produce an executive packet">
    Summarize recommendation, risks, deadlines, and open data gaps for leadership review.
  </Step>
</Steps>

Scenario modeling in Surfaice supports analysis — final capital and accounting decisions remain with your team.

## Example prompts

```
List all stores with renewal notice deadlines in the next 120 days, sorted by urgency.

Does store 2458 have a co-tenancy remedy based on the current anchor vacancy? Cite the lease.

Prepare a stay-vs-exit summary for store 3021 including option rent and required notice date.
```

## Related skills

| Skill                                   | Use when                        |
| --------------------------------------- | ------------------------------- |
| `key-dates-digest`                      | Portfolio date scan             |
| `renewal-pipeline-tracker`              | Renewal pipeline status         |
| `cotenancy-violation-detector`          | Co-tenancy updates and remedies |
| `lease-renewal-and-exit-strategy-audit` | Stay vs exit decision packet    |
| `kickout-window-monitor`                | Early exit eligibility          |

Full catalog: [Lease & portfolio skills](/skills/lease-and-portfolio)

## Related

* [Lease administration](/use-cases/lease-administration)
* [CAM reconciliation](/use-cases/cam-reconciliation)
* Marketing: [Lease Date Tracker](https://www.surfaice.pro/agent/lease-date-tracker) · [Co-tenancy Tracker](https://www.surfaice.pro/agent/co-tenancy-tracker)