Lease Abstract-Office and Retail

Hi guys,

I am comfortable with abstracting lease info for multifamily. It's probably the easiest product type to summarize a lease. The most important things that I summarize in my lease summary for multifamily is

  1. types of product
  2. average square feet and avg rent for each product type
  3. Weighted average rent
  4. Monthly income from each product type and total.
  5. Average rent per SF and weighted average.

I am a little unsure of how to abstract leases for office and retail particularly the ones with complicated lease structures. Example in retail, some will have fixed rents, some percentage based rents plus fixed rents, expense stops etc

Anybody have an example- an investment memo or an OM that can show me the info that was included in a lease summary? I would really appreciate it, thank you so much!

3 Comments
 

Don't have any that I can actually share, but the important terms for retail:

  1. Economics (base rent, rent bumps, reimbursement schedule, lease term, extension options, TI, penalties & abatements, CAM)
  2. Co-tenancy clauses (can drastically alter the risk-profile of a retail play)
  3. Black-out dates
  4. Radius clauses
  5. Exclusivity clauses
  6. ROFOs & ROFRs

I haven't been in retail for ~1 year, so if I'm missing anything important, someone please correct me.

I come from down in the valley, where mister when you're young, they bring you up to do like your daddy done
 

Another important one is the entity signing for the tenant/guarantor. Especially if the tenant is rated credit, you can have instances where large companies will have a subsidiary entity sign the lease, with no guarantee from the parent company (ie technically the credit rated entity). Depending on who you talk to, this can alter the credit profile of the lease.

 

Libero perspiciatis fugiat quaerat libero. Libero temporibus sequi aut sapiente atque consequatur. Fugit reiciendis accusamus numquam autem vel culpa. Veritatis totam delectus in unde. Molestiae facere laborum qui quas vitae distinctio soluta. Rem id dolorem error rem officia aut.

Quia rerum ipsam rerum excepturi. Eligendi inventore harum quis at eos. Dolore quidem sequi voluptatum.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.8%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”