Burger restaurant CAM reconciliation checklist

Use your lease and annual CAM or NNN statement together. A line item is a question to investigate until the lease clause, calculation, and supporting records establish what belongs in your bill.

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Set up one row per location

For each restaurant, record the landlord, lease and amendment dates, statement year, date received, premises area, billed share, estimated payments, total annual charge, and balance or credit. Keep locations separate: their lease definitions and allocation formulas can differ.

Six checks to run

1. Confirm the statement period and credits

Lease:: Which billing year and reconciliation method does your lease specify?
Statement:: Record total expenses, your share, estimated payments already made, credits, and the balance due.
Ask for:: Monthly payment ledger and prior-year statement.

2. Recalculate your share

Lease:: Find the stated premises area, denominator, and any rules for anchors, vacant space, or separate expense pools.
Statement:: Divide the applicable tenant area by the applicable total area, then compare with the percentage billed.
Ask for:: Dated area schedule and the landlord's allocation worksheet.

3. Separate restaurant-specific and common costs

Lease:: Check how the lease treats drive-through lanes, shared parking, trash, grease service, utilities, and exclusive-use areas.
Statement:: Look for costs assigned to all tenants even when a service or area benefits only some spaces.
Ask for:: Service contracts, meter or allocation schedules, and invoices.

4. Test management and administrative fees

Lease:: Find any fee cap, calculation base, and exclusions from that base.
Statement:: Compare the fee charged with the stated expense base; check for a second fee on the same cost.
Ask for:: Fee worksheet and category-level CAM ledger.

5. Review repairs and capital work

Lease:: Check exclusions, exceptions, and any amortization rule for major work.
Statement:: Flag roof, paving, HVAC, or building-system charges for closer review, without assuming they are prohibited.
Ask for:: Invoices, work description, and amortization schedule if applicable.

6. Check taxes, insurance, and the notice deadline

Lease:: Identify the recoverable tax and insurance categories and the exact notice and records-review terms.
Statement:: Compare the billed categories and year-over-year changes; note the date you received the statement.
Ask for:: Tax bills, insurance summary, and proof of statement delivery.

Keep amounts in the right units

If a statement shows a $20,000 property-wide cost and a 5% tenant share, the amount attributed to your location is $1,000 before considering exclusions, caps, credits, or other adjustments. Do not present the full property cost as your potential overcharge.

Illustrative arithmetic only; the lease and source records determine the actual result.

What to do with a difference

Write down the exact statement line, the clause you compared, and the calculation.
Mark whether the finding is confirmed by records or still a question.
Request the missing backup using the procedure in your lease.
Check the contract's notice deadline before sending a challenge or records request.

For background, see the burger restaurant lease review guide and audit-window checklist.

Review your own documents

Upload the lease for a free preview, then add the annual statement and any supporting PDFs before checkout. The $49.99 report checks visible terms and arithmetic and labels what still needs verification.

Upload a lease for a free preview