Read the cost definitions
Mark what CAM, taxes, and insurance include or exclude under this lease.
Check: Signed lease · amendments
Tenant-first review checklist
Work through your lease one question at a time.
Bring your signed lease, amendments, latest annual statement, and any records already available. This sequence turns a long document into a short list of specific questions.
Instant download · No email or account required
A take-along review worksheet
The signed lease, annual statement, and available records determine what can be verified.
A practical review
A four-part review you can repeat each year.
Record the source page or document beside every observation. That makes follow-up with a landlord, adviser, or auditor more precise.
Check shares and limits
Find area percentages, caps, fees, base years, and special rules for capital costs.
Check: Lease schedule · annual statement
Reconcile the statement
Match categories, credits, and estimated payments to the figures billed.
Check: Statement · payment ledger · invoices
Preserve the procedure
Identify the trigger, period, recipient, and method for records requests or objections.
Check: Review clause · notices clause
An illustrative example
A checklist turns a vague concern into a request.
Suppose the tenant share on the statement differs from the percentage in the lease. Note both figures, then ask for the current area schedule and calculation rather than assuming the difference is an error.
A difference may have an explanation. The example does not establish an overcharge.
Illustrative review worksheet
Lease
Tenant share is defined using a stated area basis.
Statement
A different percentage appears on the annual reconciliation.
Request
Current rentable-area schedule and share worksheet.
Next step
Compare the actual method with all signed amendments.
Go one step deeper
Keep a printable copy beside the documents.
The free PDF gives you a compact worksheet to mark clauses, statement lines, and records still needed.
Related guides
Keep the document trail together.
CAM reconciliation
Understand how the year-end bill is assembled.
Read the guide ↗Administration fees
Check the basis for a fee and any negotiated limit.
Read the guide ↗NNN expenses
Separate taxes, insurance, and maintenance questions.
Read the guide ↗Common questions
What the documents can tell you.
When should I use this checklist?
Use it when reviewing a new lease, an annual reconciliation, or a change in billed expenses. Follow any lease-specific notice periods.
How much can a tenant recover?
No amount can be inferred from a lease or checklist alone. Any potential adjustment depends on actual billing, supporting records, and the agreement.
Does a flagged item prove an overcharge?
No. It is a question to verify against the signed lease, the annual statement, and supporting records. A charge can be valid even when it warrants review.
Is there a standard audit deadline?
No. Read the signed lease and amendments for the trigger, period, required action, recipient, and delivery method. Different review steps may have different rules.
Your next step
Start with your own lease language.
Upload a readable signed lease for a free preview. Add an annual CAM or NNN statement if you have one, then decide whether a full report would help organize your questions.