After more than 25 years serving Fortune 500 clients across firms like CBRE, Cushman & Wakefield, JLL, and Savills, founder David LeRoy Morrison envisioned a more intimate, client-centered alternative: a firm dedicated to organizations with fewer than 20 locations, where every lease matters and every client gets direct, executive-level care.
To equip growing businesses with the lease administration strength and sophistication traditionally reserved for large-scale portfolios—while offering the personalized attention only a boutique firm can provide.
- Review and organize all lease documentation (including amendments, exhibits, and addenda)
- Abstract and summarize key financial terms (base rent, escalations, CAM charges, security deposits)
- Identify and summarize legal clauses (assignment, subletting, holdover, maintenance responsibilities)
- Highlight critical dates (commencement, exp
- Review and organize all lease documentation (including amendments, exhibits, and addenda)
- Abstract and summarize key financial terms (base rent, escalations, CAM charges, security deposits)
- Identify and summarize legal clauses (assignment, subletting, holdover, maintenance responsibilities)
- Highlight critical dates (commencement, expiration, option notice periods)
- Provide abstraction templates tailored to client-specific requirements
- Deliver abstracts in Excel, PDF, or client-designated formats
Ensure quality control through dual review and validation process
- Integrate abstracted data into lease database platforms upon request
- Maintain secure digital delivery with timestamped version control
- Maintain accurate, real-time lease records in client-preferred platforms (MRI, Visual Lease, AMTdirect, etc.)
- Input and validate amendments, renewals, rent adjustments, terminations, and options as received
- Perform regular audits and quality control reviews to ensure data integrity
- Track version history and document uploads for compl
- Maintain accurate, real-time lease records in client-preferred platforms (MRI, Visual Lease, AMTdirect, etc.)
- Input and validate amendments, renewals, rent adjustments, terminations, and options as received
- Perform regular audits and quality control reviews to ensure data integrity
- Track version history and document uploads for complete lease lifecycle transparency
- Update landlord and payee contact information and payment instructions
- Configure and manage user permissions, access levels, and system workflows
- Generate and distribute monthly database audit reports
- Serve as primary administrator for lease database tools, handling ongoing updates and troubleshooting
- Identify and monitor key dates including lease expirations, renewal/termination options, rent escalations, and reimbursement deadlines
- Configure automated alerts and reminders tied to critical dates—delivered via calendar sync, email, or platform notifications
- Maintain a centralized calendar of obligations by location and lease type
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- Identify and monitor key dates including lease expirations, renewal/termination options, rent escalations, and reimbursement deadlines
- Configure automated alerts and reminders tied to critical dates—delivered via calendar sync, email, or platform notifications
- Maintain a centralized calendar of obligations by location and lease type
- Flag and escalate upcoming action items to stakeholders with required lead times
- Document critical clauses associated with date-driven decisions (e.g., ROFR, termination rights, notice periods)
- Integrate with client project schedules or transaction timelines when applicable
- Conduct quarterly reviews of upcoming dates to ensure compliance readiness and business continuity
- Maintain a centralized, real-time ledger of all security deposits by location and lease
- Document deposit type (cash, letter of credit, surety bond) and associated lease provisions
- Track deposit amounts, adjustments, and scheduled returns or offsets
- Flag upcoming expiration or renewal dates of financial instruments (e.g., LOCs)
- Recon
- Maintain a centralized, real-time ledger of all security deposits by location and lease
- Document deposit type (cash, letter of credit, surety bond) and associated lease provisions
- Track deposit amounts, adjustments, and scheduled returns or offsets
- Flag upcoming expiration or renewal dates of financial instruments (e.g., LOCs)
- Reconcile security deposit records with landlord correspondence and accounting systems
- Provide periodic reporting to validate holdings and obligations
- Assist with drafting and tracking recovery requests at lease expiration or early termination
- Log and monitor Tenant Improvement Allowance (TIA) amounts per lease agreement
- Track disbursement schedules, milestone dates, and project-related drawdowns
- Review supporting documents (invoices, lien waivers, completion certificates) for compliance
- Coordinate with internal project managers and external vendors to validate usage
- Prep
- Log and monitor Tenant Improvement Allowance (TIA) amounts per lease agreement
- Track disbursement schedules, milestone dates, and project-related drawdowns
- Review supporting documents (invoices, lien waivers, completion certificates) for compliance
- Coordinate with internal project managers and external vendors to validate usage
- Prepare reimbursement requests and follow-up communications to landlords or payees
- Maintain a real-time tracker of remaining balances and reimbursement timelines
- Provide periodic summary reports to ensure visibility into TIA utilization and status
- Compile and validate monthly rent obligations across all active leases
- Prepare consolidated rent schedules, segmented by location, landlord, or lease type
- Format rent summaries for easy integration with AP and accounting workflows
- Identify discrepancies in invoiced vs. contractual rent charges and escalate as needed
- Highlight schedu
- Compile and validate monthly rent obligations across all active leases
- Prepare consolidated rent schedules, segmented by location, landlord, or lease type
- Format rent summaries for easy integration with AP and accounting workflows
- Identify discrepancies in invoiced vs. contractual rent charges and escalate as needed
- Highlight scheduled escalations, abatements, and variable rent components (e.g., % rent)
- Include key metadata: due dates, payment instructions, invoice references, and GL codes
- Coordinate with finance teams to ensure timely payment processing and accurate allocations
- Develop custom reports tailored to specific client objectives (e.g., occupancy cost analysis, rent exposure, landlord concentration)
- Analyze lease data to uncover portfolio trends, renewal patterns, and financial risks
- Design visual dashboards and report templates for recurring stakeholder use
- Support merger, acquisition, and divesti
- Develop custom reports tailored to specific client objectives (e.g., occupancy cost analysis, rent exposure, landlord concentration)
- Analyze lease data to uncover portfolio trends, renewal patterns, and financial risks
- Design visual dashboards and report templates for recurring stakeholder use
- Support merger, acquisition, and divestiture scenarios with targeted lease summaries
- Provide one-time deep-dive analyses or ongoing scheduled reports
- Collaborate with client teams to define KPIs and reporting cadence
- Deliver reports in multiple formats (Excel, PDF, PowerPoint) with executive-ready summaries
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