How concentrated is our lease-renewal risk?
28 leases worth $85,700 a month all come up for renewal in a single quarter: two-fifths of the rent roll at once.
What went in
- Files
- 3
- Rows
- 1,210
- Period
- Jul 1, 2025 – Jun 30, 2026
- Verification
- 18 checks passed
Source files
- rent_roll_jun_2026.xlsx84 rows
- payment_ledger_12m.csv1,042 rows
- lease_schedule.xlsx84 rows
What came back
- 39.9%
- $93,100
- 72.6%
The finished project
rent_roll_jun_2026.xlsx
84 rowsCheckedTwo fifths of your monthly rent comes up for renewal in one quarter.
28 of 84 leases end in January, February and March 2027, carrying $85,700 of the $214,800 monthly roll — 39.9% of the income renegotiated in thirteen weeks, because the buildings were let up together and nobody has looked at the calendar in aggregate since. Separately, 19 tenants are shown as current who have not paid on time in a year, and the $93,100 of arrears is not spread across the portfolio: three tenants carry $61,200 of it and all three are past 90 days.
39.9%Rent expiring in one quarter
$93,100Arrears outstanding+21.4%
72.6%Occupancy, paying
The renewals are not spread across the year
$85,700 a month lands in Q1 2027
- 0128 leases worth $85,700 a month all end in the first quarter of 2027.
- 0219 tenants have never paid on time and every one of them shows as current.
- 03Three tenants owe $61,200 of the $93,100 outstanding.
Filed under
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