Permitted expenses
Mark the CAM and NNN definitions, exclusions, and capital cost language.
Check: Lease clauses · amendments
Free downloadable checklist
Bring a clearer plan to your lease review.
Download a practical worksheet for matching CAM and NNN charges to the terms in your own lease. Use it to record questions and the documents that could answer them.
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
What to note as you work through the PDF.
The checklist helps organize a review; it does not decide whether a bill is correct. Keep the signed lease, amendments, annual statement, and available backup close by.
Allocation
Record the area and percentage used for each charge pool.
Check: Area schedule · statement
Limits and fees
Find caps, base years, administration fees, and any amortization method.
Check: Lease limits · calculation records
Notice and records
Write down what the lease says about requests, objections, audits, and delivery.
Check: Review rights · notices clause
An illustrative example
Use one row for one question.
If the statement lists a capital project, write down the charge, the lease language on capital expenses, and the records needed to see how it was allocated.
Fictional worksheet example. The PDF is a review aid, not an overcharge determination.
Illustrative review worksheet
Charge
Capital project listed in the annual CAM statement.
Lease clause
Find whether this type of cost is permitted and how it must be treated.
Records
Invoice, project description, useful life, and allocation worksheet.
Question
Does the billing method match the signed agreement?
Go one step deeper
Want a fuller walkthrough before downloading?
Read the online checklist for an explanation of each review step, then open the PDF when you are ready to work through your own documents.
Related guides
Keep the document trail together.
CAM audit checklist
A closer look at expense and billing questions.
Read the guide ↗Audit window language
Read the actions and delivery rules in a notice clause.
Read the guide ↗Annual statement
See how billed charges and payments fit together.
Read the guide ↗Common questions
What the documents can tell you.
Do I need to enter an email to download the PDF?
No. Open the PDF directly from the button above. No account or email entry is required.
Does the checklist include a personalized result?
No. It is a general worksheet. Your actual lease and records determine the relevant questions.
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
Use the checklist with a free lease preview.
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.